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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

407 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+32
Holders Change %
+8.53%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
54
Increased
134
Reduced
117
Closed
16
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
OCM
1
One Capital Management
California
$30.8M
2
NYLIM
2
New York Life Investment Management
New York
$102M
3
AC
3
Apella Capital
Connecticut
$59.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$14.9M
5
GM
5
GeoWealth Management
Illinois
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.1M
5
SFS
5
Security Financial Services
Indiana
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
301
Betterment LLC
New York
$273K -$11.2K -60 -4%
AF
302
Advisornet Financial
Minnesota
$272K – – –
HNB
303
Huntington National Bank
Ohio
$272K -$246K – –
GOCP
304
Great Oak Capital Partners
Massachusetts
$266K +$934 +5 +0.4%
PP
305
PDS Planning
Ohio
$264K -$30.3K -162 -10%
PIA
306
Panoramic Investment Advisors
Colorado
$262K -$18.7K -100 -7%
BCM
307
Brookstone Capital Management
Illinois
$252K -$106K -569 -30%
MWM
308
Modern Wealth Management
Kansas
$252K +$252K +1,347 New
CW
309
Connectus Wealth
Ohio
$251K +$748 +4 +0.3%
VCM
310
Virtue Capital Management
Tennessee
$244K – – –
FAIM
311
Financial Advocates Investment Management
Washington
$243K -$107K -573 -31%
MSA
312
Marino Stram & Associates
Massachusetts
$243K – – –
GC
313
Gratus Capital
Georgia
$243K +$243K +1,300 New
SWA
314
SFMG Wealth Advisors
Texas
$243K – – –
ZF
315
Zega Financial
Florida
$242K -$27.3K -146 -10%
FPW
316
Flagship Private Wealth
Massachusetts
$239K +$747 +4 +0.3%
WDL
317
Well Done LLC
Michigan
$238K – – –
Jones Financial Companies
318
Jones Financial Companies
Missouri
$238K +$238K +1,272 New
FWTB
319
First Western Trust Bank
Colorado
$238K – – –
GCP
320
GSA Capital Partners
United Kingdom
$235K -$165K -881 -41%
OC
321
Oakworth Capital
Alabama
$233K – – –
MWM
322
Modera Wealth Management
New Jersey
$231K +$231K +1,237 New
MA
323
MAS Advisors
Florida
$231K – – –
KFGK
324
Keystone Financial Group (Kentucky)
Kentucky
$231K +$231K +1,236 New
M&T Bank
325
M&T Bank
New York
$229K – – –
11 12
13
14 15