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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K

Top Buyers

1
SWRP
1
Summit Wealth & Retirement Planning
California
$19.8M
2
NYLIM
2
New York Life Investment Management
New York
$13.4M
3
HB
3
Homrich & Berg
Georgia
$6.09M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$14.5M
5
QA
5
Quantitative Advantage
Minnesota
$4.75M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$135M
2
VFP
2
Verus Financial Partners
Virginia
$0
3
HWA
3
Heartwood Wealth Advisors
Virginia
$16M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
Bank of America
5
Bank of America
North Carolina
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$11.5M +$3.22M +26,823 +39%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$11.1M -$48.4K -404 -0.4%
CA
28
Capital Advantage
California
$10.3M -$14.7K -121 -0.1%
AIS
29
American Investment Services
Massachusetts
$8.93M +$62K +517 +0.7%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$7.87M -$852K -7,102 -10%
RJA
31
Raymond James & Associates
Florida
$7.75M +$235K +1,959 +3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$7.5M -$1.3M -10,838 -15%
CIA
33
Capital Investment Advisors
Georgia
$7.18M +$319K +2,660 +5%
CAM
34
Cozad Asset Management
Illinois
$7.11M +$841K +7,015 +13%
LB
35
Leo Brokerage
Texas
$6.91M +$6.91M +63,154 New
PFM
36
Phillips Financial Management
Indiana
$6.77M +$794K +6,625 +13%
Stifel Financial
37
Stifel Financial
Missouri
$6.71M +$4.65M +38,821 +227%
HB
38
Homrich & Berg
Georgia
$6.09M +$6.09M +50,751 New
BFA
39
Beaumont Financial Advisors
Massachusetts
$6.08M -$3.41M -28,468 -36%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$5.91M -$114K -950 -2%
ONB
41
Old National Bancorp
Indiana
$5.51M +$1.45M +12,129 +36%
AC
42
Apella Capital
Connecticut
$5.39M +$546K +4,556 +11%
AWA
43
Arete Wealth Advisors
Illinois
$5.26M +$633K +5,309 +14%
QA
44
Quantitative Advantage
Minnesota
$4.75M +$4.75M +39,646 New
MML Investors Services
45
MML Investors Services
Massachusetts
$4.58M +$794K +6,623 +21%
GWM
46
Gray Wealth Management
Maine
$4.38M -$128K -1,065 -3%
JWM
47
Jackson Wealth Management
Florida
$4.36M +$453K +3,775 +12%
CI
48
CX Institutional
Indiana
$4.04M +$660K +5,502 +19%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$3.92M -$618K -5,158 -14%
MGIA
50
Moneta Group Investment Advisors
Missouri
$3.8M +$438K +3,655 +13%
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