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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

375 hedge funds and large institutions have $2.47B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 14 closing their positions.

Holders
375
Holders Change
+50
Holders Change %
+15.38%
% of All Funds
5.5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
68
Increased
127
Reduced
96
Closed
14
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$245M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.4M
3
AC
3
Apella Capital
Connecticut
$41.8M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$15M
5
Truist Financial
5
Truist Financial
North Carolina
$55.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
EFG
2
Ethos Financial Group
Pennsylvania
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$35M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
CB
5
Cadence Bank
Mississippi
$71.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$23.1M 136,510 +4,941 +4%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$18M 106,463 -4,943 -4%
BDF
28
Black Diamond Financial
Maryland
$17.4M 102,855 -2,001 -2%
PMG
29
ProVise Management Group
Florida
$16.7M 98,736 -1,710 -2%
RJA
30
Raymond James & Associates
Florida
$16.5M 97,718 +18,265 +23%
EWA
31
Exencial Wealth Advisors
Oklahoma
$16.4M 96,748 -1,091 -1%
MFIM
32
Mesirow Financial Investment Management
Illinois
$15M 88,883 +88,883 New
CW
33
CreativeOne Wealth
Kansas
$13.8M 81,554 +5,012 +7%
Osaic Holdings
34
Osaic Holdings
Arizona
$13.7M 80,998 -2,492 -3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$13.1M 77,417 -1,146 -1%
SL
36
Systelligence LLC
Minnesota
$13M 76,754 +76,754 New
AIS
37
American Investment Services
Massachusetts
$13M 76,617 +302 +0.4%
CAM
38
Cozad Asset Management
Illinois
$12.6M 74,519 -495 -0.7%
CA
39
Capital Advantage
California
$12.4M 73,467 +27,536 +60%
OCM
40
One Capital Management
California
$12.2M 72,312 +30,311 +72%
KP
41
Keel Point
Alabama
$11.4M 67,544 +1,964 +3%
MPW
42
MA Private Wealth
California
$11.3M 66,918 +66,918 New
Creative Planning
43
Creative Planning
Kansas
$10.7M 63,057 -3,268 -5%
CAN
44
Cetera Advisor Networks
California
$9.94M 58,691 +1,564 +3%
BHWA
45
Beacon Harbor Wealth Advisors
Virginia
$9.58M 56,580 +1,558 +3%
SFS
46
Security Financial Services
Indiana
$9.48M 56,021 +56,021 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$9.15M 54,072 +3,735 +7%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$8.86M 52,323 -281 -0.5%
FSA
49
Financial Services Advisory
Maryland
$8.64M 51,061 +51,061 New
HWM
50
HB Wealth Management
Georgia
$8.6M 50,816 -714 -1%
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