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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

325 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.18%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
114
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.1M
2
EFG
2
Ethos Financial Group
Pennsylvania
$6.48M
3
BFG
3
Buttonwood Financial Group
Missouri
$5.99M
4
Ameriprise
4
Ameriprise
Minnesota
$63.7M
5
AC
5
Apella Capital
Connecticut
$23.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$258K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.3M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
CA
5
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$20M -$2.72M -17,940 -12%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$19.2M +$319K +2,099 +2%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$16.9M +$273K +1,798 +2%
BDF
29
Black Diamond Financial
Maryland
$15.9M -$338K -2,227 -2%
PMG
30
ProVise Management Group
Florida
$15.3M -$2.28M -14,987 -13%
EWA
31
Exencial Wealth Advisors
Oklahoma
$14.9M -$1.12M -7,359 -7%
Osaic Holdings
32
Osaic Holdings
Arizona
$12.7M +$566K +3,725 +5%
RJA
33
Raymond James & Associates
Florida
$12.1M -$410K -2,699 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.9M -$1.97M -12,962 -14%
CW
35
CreativeOne Wealth
Kansas
$11.6M -$387K -2,546 -3%
AIS
36
American Investment Services
Massachusetts
$11.6M +$43.6K +287 +0.4%
CAM
37
Cozad Asset Management
Illinois
$11.4M +$31.4K +207 +0.3%
Creative Planning
38
Creative Planning
Kansas
$10.1M -$51.9K -342 -0.5%
KP
39
Keel Point
Alabama
$9.96M +$778K +5,121 +8%
CAN
40
Cetera Advisor Networks
California
$8.68M +$431K +2,838 +5%
BHWA
41
Beacon Harbor Wealth Advisors
Virginia
$8.36M +$55.7K +367 +0.7%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$7.99M +$87.8K +578 +1%
HWM
43
HB Wealth Management
Georgia
$7.83M +$17.2K +113 +0.2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$7.65M +$46.8K +308 +0.6%
PFM
45
Phillips Financial Management
Indiana
$7.49M -$12.9K -85 -0.2%
DWM
46
Destination Wealth Management
California
$7.16M -$301K -1,983 -4%
CA
47
Capital Advantage
California
$6.98M +$462K +3,040 +7%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$6.92M -$140K -923 -2%
CIA
49
Capital Investment Advisors
Georgia
$6.66M +$91.1K +600 +1%
EFG
50
Ethos Financial Group
Pennsylvania
$6.48M +$6.48M +42,639 New
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