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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

301 hedge funds and large institutions have $2.15B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 80 reducing their positions, and 21 closing their positions.

Holders
301
Holders Change
+22
Holders Change %
+7.89%
% of All Funds
4.65%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
52
Increased
100
Reduced
80
Closed
21
Calls
–
Puts
$2.62M
Net Calls
-$2.62M
Net Calls Change
-$2.35M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$32.5M
2
BDF
2
Black Diamond Financial
Maryland
$19M
3
FTS
3
Fifth Third Securities
Ohio
$7.2M
4
AWM
4
AE Wealth Management
Kansas
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$58.8M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$116M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$5.4M
3
KAS
3
Kestra Advisory Services
Texas
$1.84M
4
CW
4
CreativeOne Wealth
Kansas
$19.7M
5
GM
5
GeoWealth Management
Illinois
$16.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$23.6M 140,184 +4,919 +4%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$20.9M 124,377 -173 -0.1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$20M 118,706 +22,628 +24%
CW
29
CreativeOne Wealth
Kansas
$19.7M 117,232 -36,541 -24%
BDF
30
Black Diamond Financial
Maryland
$19M 113,069 +55,024 +95%
GM
31
GeoWealth Management
Illinois
$16.7M 99,260 -29,271 -23%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$16.5M 98,374 -4,039 -4%
PMG
33
ProVise Management Group
Florida
$16.2M 96,338 +30,942 +47%
SG
34
StoneX Group
New York
$15M 89,279 +1,690 +2%
AIS
35
American Investment Services
Massachusetts
$12.7M 75,809 +500 +0.7%
AWM
36
AE Wealth Management
Kansas
$12.4M 73,723 +37,499 +104%
CAM
37
Cozad Asset Management
Illinois
$12.2M 72,569 +2,392 +3%
CIA
38
Capital Investment Advisors
Georgia
$11.7M 69,740 -1 -0%
MML Investors Services
39
MML Investors Services
Massachusetts
$10.8M 64,301 +6,574 +11%
QA
40
Quantitative Advantage
Minnesota
$10.4M 61,923 +2,496 +4%
PFM
41
Phillips Financial Management
Indiana
$9.57M 56,927 – –
DWM
42
Destination Wealth Management
California
$9.35M 55,621 -1,596 -3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$9.28M 55,195 +445 +0.8%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$8.78M 52,241 +483 +0.9%
ONB
45
Old National Bancorp
Indiana
$8.75M 52,067 -515 -1%
HWM
46
HB Wealth Management
Georgia
$8.53M 50,751 +50,751 New
1WM
47
1900 Wealth Management
Texas
$8.12M 48,299 -8,179 -14%
AC
48
Apella Capital
Connecticut
$7.71M 45,879 +130 +0.3%
CA
49
Capital Advantage
California
$7.56M 46,897 +4,709 +11%
FTS
50
Fifth Third Securities
Ohio
$7.2M 42,808 +42,808 New
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