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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
1
One Capital Management
California
$30.8M
2
NYLIM
2
New York Life Investment Management
New York
$102M
3
AC
3
Apella Capital
Connecticut
$59.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$14.9M
5
GM
5
GeoWealth Management
Illinois
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.1M
5
SFS
5
Security Financial Services
Indiana
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
401
Russell Investments Group
United Kingdom
$6.17K +$6.17K +33 New
CA
402
Continuum Advisory
Idaho
$5.96K +$5.96K +32 New
AAP
403
Arax Advisory Partners
Colorado
$5.23K +$5.23K +28 New
RG
404
Retirement Group
California
$4.59K – – –
PWMG
405
Private Wealth Management Group
New Jersey
$4.3K – – –
Citigroup
406
Citigroup
New York
$4.11K -$48.2K -258 -92%
HCP
407
Hexagon Capital Partners
Arkansas
$3.67K – – –
HCM
408
Hollencrest Capital Management
California
$1.12K +$1.12K +6 New
SN
409
Sittner & Nelson
Oregon
$561 +$561 +3 New
BHWA
410
Beacon Harbor Wealth Advisors
Virginia
– -$9.58M -56,580 Closed
Lido Advisors
411
Lido Advisors
California
– -$1.88M -11,099 Closed
BFG
412
Beacon Financial Group
Texas
– -$1.61M -9,484 Closed
KWM
413
Kingsview Wealth Management
Oregon
– -$1.16M -6,882 Closed
3IP
414
3Chopt Investment Partners
Virginia
– -$1.14M -6,725 Closed
MFG
415
Merit Financial Group
Georgia
– -$409K -2,415 Closed
SC
416
Syon Capital
California
– -$339K -2,000 Closed
WC
417
Waterloo Capital
Texas
– -$317K -1,873 Closed
RS
418
Retirement Solution
Washington
– -$246K -1,456 Closed
HSWM
419
Hubbell Strickland Wealth Management
Louisiana
– -$223K -1,317 Closed
NOI
420
Newton One Investments
Delaware
– -$135K -799 Closed
RFA
421
Resurgent Financial Advisors
Georgia
– -$57K -337 Closed
CIAS
422
Capital Investment Advisory Services
North Carolina
– -$36K -213 Closed
VAMG
423
Voisard Asset Management Group
Michigan
– -$29.6K -175 Closed
KFI
424
Key Financial Inc
Pennsylvania
– -$28.8K -170 Closed
MSWM
425
McGlone Suttner Wealth Management
Wisconsin
– -$1.69K -10 Closed
13 14 15 16
17