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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

201 hedge funds and large institutions have $1.27B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
201
Holders Change
+19
Holders Change %
+10.44%
% of All Funds
4.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.27%
New
34
Increased
77
Reduced
48
Closed
15
Calls
$1.07M
Puts
$306K
Net Calls
+$760K
Net Calls Change
-$437K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
Bank of America
2
Bank of America
North Carolina
$199M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25M
4
KP
4
Keel Point
Alabama
$23.1M
5
GEM
5
Global Endowment Management
North Carolina
$154M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$25M
2
WCAMG
2
Woodard & Company Asset Management Group
North Carolina
$1.45M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.5M
4
DWM
4
Darwin Wealth Management
Florida
$0
5
BSAM
5
Blue Sky Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$8.88M +$8.88M +81,090 New
BFA
27
Beaumont Financial Advisors
Massachusetts
$8.66M +$8.66M +79,143 New
AIS
28
American Investment Services
Massachusetts
$8.1M +$39K +356 +0.5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$8.03M -$49.8K -455 -0.6%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$7.97M -$851K -7,778 -10%
CW
31
CreativeOne Wealth
Kansas
$7.52M +$1.41M +12,906 +23%
RJA
32
Raymond James & Associates
Florida
$6.86M +$551K +5,030 +9%
CIA
33
Capital Investment Advisors
Georgia
$6.27M +$697K +6,369 +13%
CAM
34
Cozad Asset Management
Illinois
$5.72M +$5.72M +52,247 New
Baird Financial Group
35
Baird Financial Group
Wisconsin
$5.5M +$416K +3,805 +8%
PFM
36
Phillips Financial Management
Indiana
$5.46M +$1.56M +14,269 +40%
SWRP
37
Summit Wealth & Retirement Planning
California
$5.05M +$1.97M +18,015 +64%
AC
38
Apella Capital
Connecticut
$4.42M +$248K +2,266 +6%
AWA
39
Arete Wealth Advisors
Illinois
$4.25M +$4.25M +38,815 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$4.14M +$298K +2,722 +8%
GWM
41
Gray Wealth Management
Maine
$4.11M +$68.5K +626 +2%
ONB
42
Old National Bancorp
Indiana
$3.7M -$1.53M -13,989 -29%
JWM
43
Jackson Wealth Management
Florida
$3.57M +$3.57M +32,597 New
TFS
44
TrustCore Financial Services
Tennessee
$3.53M +$243K +2,217 +7%
HWA
45
Hilltop Wealth Advisors
North Carolina
$3.49M -$652K -5,956 -16%
MML Investors Services
46
MML Investors Services
Massachusetts
$3.45M +$1.86M +17,006 +117%
SFO
47
Stokes Family Office
Louisiana
$3.35M – – –
CCP
48
Cardan Capital Partners
Colorado
$3.28M +$3.28M +29,957 New
PA
49
Paracle Advisors
Washington
$3.26M -$248K -2,267 -7%
SSB
50
Sandy Spring Bank
Maryland
$3.22M -$12.6K -115 -0.4%
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