MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

325 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.18%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
114
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$20.1M
2
EFG
Ethos Financial Group
Pennsylvania
$6.48M
3
BFG
Buttonwood Financial Group
Missouri
$5.99M
4
Ameriprise
Ameriprise
Minnesota
$63.7M
5
AC
Apella Capital
Connecticut
$23.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
$258K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$64.3M
3
Bank of America
Bank of America
North Carolina
$226M
4
Goldman Sachs
Goldman Sachs
New York
$0
5
CA
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
301
Sunbelt Securities
Texas
$51.8K – – –
AF
302
Allworth Financial
California
$45K – – –
CTB
303
Country Trust Bank
Illinois
$42.5K – – –
MA
304
MCF Advisors
Kentucky
$41.9K – – –
CIA
305
Cape Investment Advisory
Georgia
$41K – – –
HGERS
306
Householder Group Estate & Retirement Specialist
Arizona
$33.4K +$33.4K +220 New
AWM
307
AllSquare Wealth Management
New York
$31.9K – – –
HWA
308
HHM Wealth Advisors
Tennessee
$31.9K – – –
TCOV
309
Trust Company of Vermont
Vermont
$30.7K – – –
AssetMark Inc
310
AssetMark Inc
California
$30.4K -$823K -5,417 -96%
CFFP
311
Center for Financial Planning
Michigan
$29.6K – – –
MIA
312
Milestone Investment Advisors
Wisconsin
$26.7K – – –
OFG
313
Oxford Financial Group
Indiana
$24.9K – – –
AWM
314
Avior Wealth Management
Nebraska
$18.2K – – –
SCA
315
Stuart Chaussee & Associates
California
$17.5K +$17.5K +115 New
MFT
316
Moisand Fitzgerald Tamayo
Florida
$15.2K – – –
CSB
317
City State Bank
Iowa
$15K – – –
Barclays
318
Barclays
United Kingdom
$15K +$15K +100 New
DJSG
319
D.J. St. Germain
Massachusetts
$10.6K – – –
JFGIW
320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.59K – – –
SIS
321
Sound Income Strategies
Florida
$7.59K – – –
Kayne Anderson Rudnick Investment Management
322
Kayne Anderson Rudnick Investment Management
California
$6.07K +$6.07K +40 New
PCM
323
Penserra Capital Management
California
$6K -$10.8K -83 -64%
RG
324
Retirement Group
California
$3.63K – – –
HCP
325
Hexagon Capital Partners
Arkansas
$2.96K +$148 +1 +5%
11 12
13
14 15