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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 %
FWTB
326
First Western Trust Bank
Colorado
$262K -$1.03K -5 -0.4%
MA
327
MAS Advisors
Florida
$256K – – –
MWM
328
Modera Wealth Management
New Jersey
$255K -$827 -4 -0.3%
GSIAS
329
Garden State Investment Advisory Services
New Jersey
$251K – – –
CCAL
330
City Center Advisors LLC
Michigan
$247K -$149K -721 -38%
FEM
331
Fulcrum Equity Management
Texas
$247K +$247K +1,194 New
IFWM
332
Institute for Wealth Management
Colorado
$238K +$14.9K +72 +7%
HCM
333
Hollencrest Capital Management
California
$238K – – –
MA
334
Mutual Advisors
Nebraska
$234K – – –
WWM
335
Western Wealth Management
Colorado
$231K – – –
SXL
336
Summit X LLC
Missouri
$226K -$35.5K -180 -14%
DTC
337
Davidson Trust Company
Washington
$225K – – –
DIA
338
Davidson Investment Advisors
Montana
$225K – – –
HSWM
339
Hubbell Strickland Wealth Management
Louisiana
$224K +$6.82K +33 +3%
SIA
340
Soltis Investment Advisors
Utah
$223K – – –
RJT
341
Raymond James Trust
Florida
$219K -$1.45K -7 -0.7%
BlackRock
342
BlackRock
New York
$218K – – –
SAM
343
Summit Asset Management
Tennessee
$217K – – –
EWA
344
EP Wealth Advisors
California
$214K -$7.23K -35 -3%
Empower Advisory Group
345
Empower Advisory Group
Colorado
$213K – – –
PGFC
346
Peapack-Gladstone Financial Corp
New Jersey
$212K – – –
WF
347
Warner Financial
Maryland
$210K +$210K +1,018 New
GF
348
Gries Financial
Ohio
$207K +$207K +1,003 New
CW
349
CIC Wealth
Maryland
$207K +$207K +1,000 New
GGS
350
Galvin Gaustad & Stein
Arizona
$207K +$207K +1,000 New
12 13
14
15 16