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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 %
HWA
376
HHM Wealth Advisors
Tennessee
$39.2K – – –
AWM
377
AllSquare Wealth Management
New York
$39.2K – – –
VNIM
378
Vaughan Nelson Investment Management
Texas
$38K -$69.5K -375 -65%
TCOV
379
Trust Company of Vermont
Vermont
$37.7K – – –
FFWM
380
Future Financial Wealth Management
Ohio
$37.4K +$37.4K +200 New
CFFP
381
Center for Financial Planning
Michigan
$36.4K – – –
S
382
SignatureFD
Georgia
$35.9K – – –
BTI
383
Blue Trust Inc
Georgia
$33.6K +$33.6K +180 New
MIA
384
Milestone Investment Advisors
Wisconsin
$32.9K – – –
MSG
385
Main Street Group
Virginia
$32.3K +$15.1K +81 +88%
GPFA
386
Game Plan Financial Advisors
Ohio
$24.3K – – –
FIM
387
Fernwood Investment Management
Massachusetts
$23.3K +$23.3K +125 New
AWM
388
Avior Wealth Management
Nebraska
$22.4K – – –
SCA
389
Stuart Chaussee & Associates
California
$21.5K – – –
MFT
390
Moisand Fitzgerald Tamayo
Florida
$18.7K – – –
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$16.8K +$16.8K +90 New
DJSG
392
D.J. St. Germain
Massachusetts
$13.1K – – –
CLOS
393
Compagnie Lombard Odier SCmA
Switzerland
$13.1K – – –
CMP
394
Coston McIsaac & Partners
Maine
$12K – – –
WWP
395
WR Wealth Planners
Missouri
$11.2K +$11.2K +60 New
JFGIW
396
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.34K – – –
SIS
397
Sound Income Strategies
Florida
$9.34K – – –
CPBTD
398
Central Pacific Bank - Trust Division
Hawaii
$9.34K +$9.34K +50 New
Kayne Anderson Rudnick Investment Management
399
Kayne Anderson Rudnick Investment Management
California
$7.48K – – –
PCM
400
Penserra Capital Management
California
$7K +$7K +42 New
13 14 15
16
17