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 %
IFAM
351
Institutional & Family Asset Management
Colorado
$122K – – –
AAG
352
Armstrong Advisory Group
Massachusetts
$122K – – –
BFEC
353
Benjamin F. Edwards & Company
Missouri
$108K -$19.1K -102 -15%
WFA
354
Wells Financial Advisors
Massachusetts
$103K – – –
CIA
355
Cape Investment Advisory
Georgia
$96.9K +$96.9K +519 New
PS
356
Principal Securities
Iowa
$96.6K +$35.7K +191 +59%
NCM
357
Northwest Capital Management
Oregon
$95.9K – – –
GEA
358
Glen Eagle Advisors
New Jersey
$90.1K +$187 +1 +0.2%
AIC
359
Archer Investment Corporation
Indiana
$77.2K – – –
DI
360
DAGCO Inc
Ohio
$72.9K +$72.9K +390 New
CFB
361
Cullen/Frost Bankers
Texas
$70.1K – – –
NB
362
NBT Bank
New York
$69.9K – – –
IGWM
363
ICA Group Wealth Management
Colorado
$69.7K +$8.04K +43 +13%
OFG
364
Oxford Financial Group
Indiana
$67.3K – – –
LFG
365
Larson Financial Group
Missouri
$66.5K +$187 +1 +0.3%
GT
366
Glenmede Trust
Pennsylvania
$65.4K – – –
SS
367
Sunbelt Securities
Texas
$64K – – –
Qube Research & Technologies (QRT)
368
Qube Research & Technologies (QRT)
United Kingdom
$63.2K -$125K -670 -66%
CSB
369
City State Bank
Iowa
$62K +$43.3K +232 +232%
AF
370
Allworth Financial
California
$55.4K – – –
CTB
371
Country Trust Bank
Illinois
$52.3K – – –
MA
372
MCF Advisors
Kentucky
$52.1K -$5.79K -31 -10%
FGAM
373
Financial Gravity Asset Management
Texas
$49.2K +$4.79K +28 +11%
HGERS
374
Householder Group Estate & Retirement Specialist
Arizona
$41.1K – – –
APW
375
Acima Private Wealth
Virginia
$39.2K -$5.23K -28 -12%
13 14
15
16 17