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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

419 hedge funds and large institutions have $2.89B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+12
Holders Change %
+2.95%
% of All Funds
6.09%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
46
Increased
135
Reduced
113
Closed
26
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$1.58M

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$29.3M
2
Bank of America
2
Bank of America
North Carolina
$313M
3
AC
3
Apella Capital
Connecticut
$77.8M
4
WA
4
Win Advisors
Florida
$12M
5
NYLIM
5
New York Life Investment Management
New York
$119M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$296K
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$3.27M
3
GM
3
GeoWealth Management
Illinois
$4.02M
4
EE
4
EWG Elevate
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
301
Equitable Holdings
New York
$296K -$276K -1,398 -48%
GAA
302
Global Assets Advisory
Florida
$296K -$55M -278,700 -99%
MWM
303
Modern Wealth Management
Kansas
$294K +$27.8K +141 +10%
PFG
304
Prosperity Financial Group
California
$291K – – –
Betterment LLC
305
Betterment LLC
New York
$288K -$197 -1 -0.1%
AF
306
Advisornet Financial
Minnesota
$287K – – –
HNB
307
Huntington National Bank
Ohio
$287K -$272K – –
PP
308
PDS Planning
Ohio
$281K +$2.37K +12 +0.8%
BAM
309
Belpointe Asset Management
Nevada
$280K -$279K -1,415 -50%
GOCP
310
Great Oak Capital Partners
Massachusetts
$274K +$768 +4 +0.3%
PFA
311
Pinnacle Family Advisors
Missouri
$269K +$269K +1,365 New
FIA
312
Foundations Investment Advisors
Arizona
$267K -$434K -2,201 -62%
VCM
313
Virtue Capital Management
Tennessee
$266K – – –
SXL
314
Summit X LLC
Missouri
$263K +$26.1K +132 +11%
CFD
315
Creative Financial Designs
Indiana
$262K +$34.9K +177 +15%
FAIM
316
Financial Advocates Investment Management
Washington
$257K – – –
MSA
317
Marino Stram & Associates
Massachusetts
$257K – – –
GC
318
Gratus Capital
Georgia
$257K – – –
SWA
319
SFMG Wealth Advisors
Texas
$256K – – –
MW
320
Maia Wealth
Colorado
$256K +$256K +1,257 New
FPW
321
Flagship Private Wealth
Massachusetts
$253K – – –
WDL
322
Well Done LLC
Michigan
$251K – – –
FWTB
323
First Western Trust Bank
Colorado
$251K – – –
MWM
324
Modera Wealth Management
New Jersey
$244K – – –
MA
325
MAS Advisors
Florida
$244K – – –
11 12
13
14 15