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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

257 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
257
Holders Change
+11
Holders Change %
+4.47%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
28
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$626K

Top Buyers

1
GEM
1
Global Endowment Management
North Carolina
$213M
2
MWM
2
Merriman Wealth Management
Washington
$17.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$68.5M
4
AWM
4
AE Wealth Management
Kansas
$9.77M
5
SG
5
StoneX Group
New York
$11.5M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$383K
2
KP
2
Keel Point
Alabama
$23.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13M
4
Bank of America
4
Bank of America
North Carolina
$247M
5
CI
5
CX Institutional
Indiana
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
BDF
26
Black Diamond Financial
Maryland
$16.2M 115,190 +2,562 +2%
Creative Planning
27
Creative Planning
Kansas
$15.8M 112,598 +277 +0.2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$13.9M 99,369 -14,842 -13%
CI Investments Inc
29
CI Investments Inc
Ontario, Canada
$13.2M 94,349 +22,250 +31%
Osaic Holdings
30
Osaic Holdings
Arizona
$13M 92,879 -47,390 -34%
CA
31
Capital Advantage
California
$11.5M 82,100 +139 +0.2%
SG
32
StoneX Group
New York
$11.5M 82,102 +64,185 +358%
RJA
33
Raymond James & Associates
Florida
$11.1M 79,305 +17,213 +28%
AIS
34
American Investment Services
Massachusetts
$10.5M 74,849 – –
CAM
35
Cozad Asset Management
Illinois
$10.1M 72,030 +3,303 +5%
AWM
36
AE Wealth Management
Kansas
$9.77M 69,683 +65,688 +1,644%
LB
37
Leo Brokerage
Texas
$9.75M 69,557 +10,523 +18%
CIA
38
Capital Investment Advisors
Georgia
$9.48M 67,604 +2,653 +4%
Vanguard Group
39
Vanguard Group
Pennsylvania
$9.26M 66,005 +3,437 +5%
PFM
40
Phillips Financial Management
Indiana
$8.02M 57,217 – –
Bank of New York Mellon
41
Bank of New York Mellon
New York
$8.02M 57,158 -4,433 -7%
ONB
42
Old National Bancorp
Indiana
$7.83M 55,822 +10,115 +22%
MML Investors Services
43
MML Investors Services
Massachusetts
$7.62M 54,312 +5,519 +11%
DWM
44
Destination Wealth Management
California
$7.54M 53,795 +27,041 +101%
SEM
45
Strategic Equity Management
Arizona
$7.35M 52,425 -4,932 -9%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$7.31M 52,134 +2,320 +5%
HB
47
Homrich & Berg
Georgia
$7.12M 50,751 – –
QA
48
Quantitative Advantage
Minnesota
$6.9M 49,169 +6,225 +14%
CCP
49
Cardan Capital Partners
Colorado
$6.84M 48,788 +15,850 +48%
AC
50
Apella Capital
Connecticut
$6.1M 43,476 -778 -2%
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