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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 %
PWM
351
Prosperity Wealth Management
California
$206K +$206K +999 New
NL
352
NWAM LLC
Washington
$205K +$205K +993 New
TW
353
TrinityPoint Wealth
Connecticut
$204K +$204K +988 New
JIC
354
Johnson Investment Counsel
Ohio
$203K +$203K +981 New
RPGK
355
Retirement Planning Group (Kansas)
Kansas
$202K +$202K +979 New
GT
356
Glenmede Trust
Pennsylvania
$202K – – –
WC
357
Waterloo Capital
Texas
$202K +$202K +975 New
GWM
358
Geneos Wealth Management
Colorado
$199K +$1.24K +6 +0.6%
SAM
359
Smartleaf Asset Management
Massachusetts
$180K – – –
SL
360
Salomon & Ludwin
Virginia
$178K – – –
OC
361
Oakworth Capital
Alabama
$169K – – –
PGAM
362
Princeton Global Asset Management
New Jersey
$165K – – –
BCMLT
363
Beacon Capital Management LLC (Tennessee)
Tennessee
$162K -$3.72K -18 -2%
OA
364
Operose Advisors
Wisconsin
$153K – – –
RBC
365
Roble Belko & Company
Pennsylvania
$153K – – –
AAG
366
Armstrong Advisory Group
Massachusetts
$149K – – –
PS
367
Principal Securities
Iowa
$135K +$28.5K +138 +27%
CIA
368
Cape Investment Advisory
Georgia
$135K +$11.4K +55 +9%
WFA
369
Wells Financial Advisors
Massachusetts
$113K – – –
NCM
370
Northwest Capital Management
Oregon
$106K – – –
FC
371
Fairscale Capital
New Hampshire
$102K +$10.1K +49 +11%
LFG
372
Larson Financial Group
Missouri
$97.9K +$10.9K +53 +13%
TRCT
373
Tower Research Capital (TRC)
New York
$93.6K +$54.8K +265 +141%
AIC
374
Archer Investment Corporation
Indiana
$85.3K – – –
DI
375
DAGCO Inc
Ohio
$80.6K – – –
13 14
15
16 17