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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

455 hedge funds and large institutions have $3.21B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 150 increasing their positions, 139 reducing their positions, and 24 closing their positions.

Holders
455
Holders Change
+32
Holders Change %
+7.57%
% of All Funds
6.06%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
66
Increased
150
Reduced
139
Closed
24
Calls
$234K
Puts
–
Net Calls
+$234K
Net Calls Change
+$275K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$65.4M
2
Wells Fargo
2
Wells Fargo
California
$118M
3
VWA
3
VSM Wealth Advisory
Maryland
$15M
4
MWM
4
Modera Wealth Management
New Jersey
$15M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$28.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$11.8M
2
KAS
2
Kestra Advisory Services
Texas
$9.63M
3
MFIM
3
Mesirow Financial Investment Management
Illinois
$21.9M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$49M
5
FFA
5
Farther Finance Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$33.7M 158,428 -14,124 -8%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$31.6M 148,572 -28,873 -16%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$28.5M 134,196 +64,400 +92%
PMG
29
ProVise Management Group
Florida
$27.2M 128,137 +2,342 +2%
MFIM
30
Mesirow Financial Investment Management
Illinois
$21.9M 103,019 -93,929 -48%
BDF
31
Black Diamond Financial
Maryland
$21M 98,881 -835 -0.8%
FSA
32
Financial Services Advisory
Maryland
$20.8M 97,887 +1,788 +2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$20M 93,988 +1,437 +2%
EWA
34
Exencial Wealth Advisors
Oklahoma
$19.3M 90,703 -2,477 -3%
AUB
35
Atlantic Union Bankshares
Virginia
$18.3M 85,922 +4,101 +5%
GM
36
GeoWealth Management
Illinois
$18.2M 85,684 -2,663 -3%
CA
37
Capital Advantage
California
$18M 84,711 +2,185 +3%
Osaic Holdings
38
Osaic Holdings
Arizona
$17.4M 81,914 +8,045 +11%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$17.2M 80,743 -272 -0.3%
AIS
40
American Investment Services
Massachusetts
$16.4M 77,116 -211 -0.3%
MPW
41
MA Private Wealth
California
$15.5M 73,079 +2,324 +3%
Creative Planning
42
Creative Planning
Kansas
$15.3M 72,118 +9,085 +14%
CAM
43
Cozad Asset Management
Illinois
$15.1M 70,961 -1,086 -2%
MWM
44
Modera Wealth Management
New Jersey
$15M 70,635 +69,402 +5,629%
VWA
45
VSM Wealth Advisory
Maryland
$15M 70,582 +70,582 New
EWM
46
Empirical Wealth Management
Washington
$14.9M 69,940 +4,267 +6%
GVAG
47
Great Valley Advisor Group
Delaware
$14.4M 67,941 +2,800 +4%
CIA
48
Capital Investment Advisors
Georgia
$13.6M 63,866 +4,977 +8%
CW
49
CreativeOne Wealth
Kansas
$13.6M 63,788 -11,107 -15%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$11.8M 55,307 -111,381 -67%
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