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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 %
PAI
326
Pittenger & Anderson Inc
Nebraska
$304 – – –
NSG
327
Nalls Sherbakoff Group
Tennessee
$160 – – –
Goldman Sachs
328
Goldman Sachs
New York
– -$3.92M -25,047 Closed
CA
329
Calton & Associates
Florida
– -$3.81M -24,357 Closed
Cerity Partners
330
Cerity Partners
New York
– -$1.54M -9,852 Closed
CL
331
Cabana LLC
Arkansas
– -$1.42M -9,058 Closed
AWM
332
Apollon Wealth Management
South Carolina
– -$388K -2,479 Closed
PA
333
PFG Advisors
Arizona
– -$263K -1,683 Closed
SAM
334
Smithbridge Asset Management
Pennsylvania
– -$255K -1,630 Closed
CCM
335
Condor Capital Management
New Jersey
– -$252K -1,608 Closed
SWA
336
SFMG Wealth Advisors
Texas
– -$227K -1,452 Closed
HSWM
337
Hubbell Strickland Wealth Management
Louisiana
– -$209K -1,336 Closed
NWM
338
NEIRG Wealth Management
Massachusetts
– -$208K -1,330 Closed
MSA
339
Marino Stram & Associates
Massachusetts
– -$204K -1,301 Closed
AWA
340
Arete Wealth Advisors
Illinois
– -$202K -1,291 Closed
MWM
341
Modera Wealth Management
New Jersey
– -$201K -1,287 Closed
EBT
342
Enterprise Bank & Trust
Massachusetts
– -$201K -1,285 Closed
IGWM
343
ICA Group Wealth Management
Colorado
– -$139K -889 Closed
DI
344
Disciplined Investments
Oklahoma
– -$47.9K -306 Closed
AIP
345
Ameritas Investment Partners
Nebraska
– -$31.4K -201 Closed
CPG
346
Cornerstone Planning Group
New Jersey
– -$30.2K -193 Closed
GI
347
Gradient Investments
Minnesota
– -$12.5K -80 Closed
SF
348
Safeguard Financial
Wisconsin
– -$6K -40 Closed
WP
349
WealthPLAN Partners
Nebraska
– -$5.63K -36 Closed
CFO
350
CVA Family Office
Colorado
– -$3.13K -20 Closed
11 12 13
14
15