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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

423 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.12%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
34
Increased
159
Reduced
126
Closed
24
Calls
$207K
Puts
$248K
Net Calls
-$41K
Net Calls Change
-$278K

Top Buyers

1
MFIM
Mesirow Financial Investment Management
Illinois
$40.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$40.8M
3
AUB
Atlantic Union Bankshares
Virginia
$16.9M
4
GM
GeoWealth Management
Illinois
$18.3M
5
AC
Apella Capital
Connecticut
$90.2M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$45M
2
NYLIM
New York Life Investment Management
New York
$107M
3
WA
Win Advisors
Florida
$0
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$83.3M
5
Goldman Sachs
Goldman Sachs
New York
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
301
Glass Jacobson Investment Advisors
Maryland
$313K +$76.7K +371 +32%
Northern Trust
302
Northern Trust
Illinois
$312K +$65.1K +315 +26%
PP
303
PDS Planning
Ohio
$311K +$16.1K +78 +5%
RCAG
304
Rehmann Capital Advisory Group
Michigan
$307K -$89.3K -432 -23%
PFG
305
Prosperity Financial Group
California
$306K +$1.03K +5 +0.3%
MWM
306
Modern Wealth Management
Kansas
$302K -$5.16K -25 -2%
KFGK
307
Keystone Financial Group (Kentucky)
Kentucky
$301K +$301K +1,459 New
ACI
308
Alpha Cubed Investments
California
$299K -$63.6K -308 -18%
FAIM
309
Financial Advocates Investment Management
Washington
$298K +$24.8K +118 +9%
GRP
310
Global Retirement Partners
California
$297K +$108K +525 +58%
GAA
311
Global Assets Advisory
Florida
$297K -$10.2K -50 -3%
GOCP
312
Great Oak Capital Partners
Massachusetts
$296K +$1.03K +5 +0.3%
TTWM
313
TCV Trust & Wealth Management
Virginia
$292K -$92K -445 -24%
AF
314
Advisornet Financial
Minnesota
$290K -$10.7K -52 -4%
EH
315
Equitable Holdings
New York
$288K -$22.1K -107 -7%
GCP
316
GSA Capital Partners
United Kingdom
$288K -$170K -821 -37%
BAM
317
Belpointe Asset Management
Nevada
$282K -$11.4K -55 -4%
CFD
318
Creative Financial Designs
Indiana
$280K +$5.58K +27 +2%
PIA
319
Panoramic Investment Advisors
Colorado
$279K +$279K +1,350 New
Kovitz Investment Group Partners
320
Kovitz Investment Group Partners
Illinois
$278K +$278K +1,346 New
MSA
321
Marino Stram & Associates
Massachusetts
$269K – – –
SWA
322
SFMG Wealth Advisors
Texas
$269K – – –
ZF
323
Zega Financial
Florida
$267K +$14.1K +68 +6%
FPW
324
Flagship Private Wealth
Massachusetts
$266K +$1.65K +8 +0.6%
MW
325
Maia Wealth
Colorado
$265K +$2.72K +13 +1%
11 12
13
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