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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

Holders
305
Holders Change
+23
Holders Change %
+8.16%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
-$1.2M

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$26.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$81.7M
3
UBS Group
3
UBS Group
Switzerland
$50.1M
4
CAN
4
Cetera Advisor Networks
California
$8.25M
5
NYLIM
5
New York Life Investment Management
New York
$62.3M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$41.1M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$0
3
Bank of America
3
Bank of America
North Carolina
$196M
4
Truist Financial
4
Truist Financial
North Carolina
$29.5M
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$16.4M -$150K -1,130 -0.9%
RJA
27
Raymond James & Associates
Florida
$16.1M -$19.1K -144 -0.1%
IC
28
IEQ Capital
California
$15.8M +$3.6M +27,179 +30%
BDF
29
Black Diamond Financial
Maryland
$14.4M -$145K -1,097 -1%
Osaic Holdings
30
Osaic Holdings
Arizona
$13.1M +$848K +6,406 +7%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$12.5M +$583K +4,404 +5%
AC
32
Apella Capital
Connecticut
$12.3M +$5.67M +42,807 +86%
QA
33
Quantitative Advantage
Minnesota
$10.6M +$958K +7,234 +10%
CW
34
CreativeOne Wealth
Kansas
$10.5M -$34K -257 -0.3%
AIS
35
American Investment Services
Massachusetts
$10.1M +$90.8K +686 +0.9%
CAM
36
Cozad Asset Management
Illinois
$9.92M +$73.5K +555 +0.7%
Creative Planning
37
Creative Planning
Kansas
$8.66M -$87.3K -659 -1%
CAN
38
Cetera Advisor Networks
California
$8.25M +$7.72M +58,336 +1,476%
CIA
39
Capital Investment Advisors
Georgia
$7.59M -$1.15M -8,676 -13%
KP
40
Keel Point
Alabama
$7.23M +$2.43M +18,362 +51%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$6.8M +$147K +1,107 +2%
HWM
42
HB Wealth Management
Georgia
$6.76M -$16.6K -125 -0.2%
PFM
43
Phillips Financial Management
Indiana
$6.73M -$351K -2,652 -5%
DWM
44
Destination Wealth Management
California
$6.64M +$89.8K +678 +1%
SFPM
45
Sensible Financial Planning & Management
Massachusetts
$6.43M +$501K +3,785 +8%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$6.18M +$4.64M +35,062 +302%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$5.92M -$94.3K -712 -2%
CA
48
Capital Advantage
California
$5.83M -$847K -6,399 -13%
AssetMark Inc
49
AssetMark Inc
California
$5.6M +$5.6M +42,295 New
GWM
50
Gray Wealth Management
Maine
$4.92M -$169K -1,280 -3%
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