MGC icon

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.1M
5
SFS
Security Financial Services
Indiana
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIAS
326
Garden State Investment Advisory Services
New Jersey
$227K – – –
CA
327
Claro Advisors
Massachusetts
$226K +$226K +1,209 New
SXL
328
Summit X LLC
Missouri
$223K -$4.4M -23,523 -95%
SFP
329
Strategic Financial Partners
Oregon
$216K +$216K +1,157 New
RFC
330
Regions Financial Corp
Alabama
$216K -$132K -708 -38%
Koshinski Asset Management
331
Koshinski Asset Management
Illinois
$215K +$215K +1,152 New
CFD
332
Creative Financial Designs
Indiana
$215K +$5.79K +31 +3%
WWM
333
Western Wealth Management
Colorado
$209K +$209K +1,117 New
MA
334
Mutual Advisors
Nebraska
$206K +$206K +1,105 New
Corient Private Wealth
335
Corient Private Wealth
Florida
$206K +$206K +1,102 New
DTC
336
Davidson Trust Company
Washington
$204K +$204K +1,091 New
DIA
337
Davidson Investment Advisors
Montana
$204K +$204K +1,091 New
PFS
338
Prospera Financial Services
Texas
$203K +$203K +1,084 New
CBFP
339
Cedar Brook Financial Partners
Ohio
$201K +$201K +1,076 New
GWM
340
Geneos Wealth Management
Colorado
$179K +$374 +2 +0.2%
PB
341
Pinnacle Bancorp
Nebraska
$172K – – –
OCM
342
Osterweis Capital Management
California
$167K -$151K – –
SL
343
Salomon & Ludwin
Virginia
$161K – – –
GRP
344
Global Retirement Partners
California
$152K +$32.7K +175 +27%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$151K – – –
BCMLT
346
Beacon Capital Management LLC (Tennessee)
Tennessee
$150K +$560 +3 +0.4%
PGAM
347
Princeton Global Asset Management
New Jersey
$149K – – –
GJIA
348
Glass Jacobson Investment Advisors
Maryland
$149K +$135K +720 +947%
RBC
349
Roble Belko & Company
Pennsylvania
$139K – – –
OA
350
Operose Advisors
Wisconsin
$138K – – –
12 13
14
15 16