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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

407 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 16 closing their positions.

Holders
407
Holders Change
+32
Holders Change %
+8.53%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
54
Increased
134
Reduced
117
Closed
16
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
OCM
1
One Capital Management
California
$30.8M
2
NYLIM
2
New York Life Investment Management
New York
$102M
3
AC
3
Apella Capital
Connecticut
$59.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$14.9M
5
GM
5
GeoWealth Management
Illinois
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.1M
5
SFS
5
Security Financial Services
Indiana
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$30.1M -$7.92M -42,403 -21%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$27.7M +$2.22M +11,901 +9%
GM
28
GeoWealth Management
Illinois
$19.5M +$11.2M +59,973 +135%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$19.4M -$533K -2,851 -3%
PMG
30
ProVise Management Group
Florida
$19.3M +$855K +4,576 +5%
RJA
31
Raymond James & Associates
Florida
$18.7M +$450K +2,408 +2%
MFIM
32
Mesirow Financial Investment Management
Illinois
$18.3M +$1.71M +9,152 +10%
EWA
33
Exencial Wealth Advisors
Oklahoma
$17.7M -$400K -2,143 -2%
BDF
34
Black Diamond Financial
Maryland
$17.4M – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$17.1M +$1.91M +10,246 +13%
FSA
36
Financial Services Advisory
Maryland
$17M +$7.51M +40,165 +79%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$15.3M +$833K +4,457 +6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$14.9M +$12.6M +67,252 +549%
CW
39
CreativeOne Wealth
Kansas
$14.7M -$573K -3,065 -4%
CA
40
Capital Advantage
California
$14.4M +$736K +3,945 +5%
AIS
41
American Investment Services
Massachusetts
$14.4M +$44.7K +239 +0.3%
SL
42
Systelligence LLC
Minnesota
$14.3M -$64.5K -345 -0.4%
CAM
43
Cozad Asset Management
Illinois
$14M +$86K +460 +0.6%
MPW
44
MA Private Wealth
California
$13.2M +$681K +3,643 +5%
KP
45
Keel Point
Alabama
$12.3M -$297K -1,592 -2%
Creative Planning
46
Creative Planning
Kansas
$11.7M -$93.2K -499 -0.8%
CAN
47
Cetera Advisor Networks
California
$11.3M +$374K +1,999 +3%
GVAG
48
Great Valley Advisor Group
Delaware
$11.1M +$5.37M +28,761 +94%
AFS
49
Annapolis Financial Services
Maryland
$10.3M +$1.33M +7,114 +15%
HWM
50
HB Wealth Management
Georgia
$10.2M +$696K +3,726 +7%
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