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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K

Top Buyers

1
SWRP
1
Summit Wealth & Retirement Planning
California
$19.8M
2
NYLIM
2
New York Life Investment Management
New York
$13.4M
3
HB
3
Homrich & Berg
Georgia
$6.09M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$14.5M
5
QA
5
Quantitative Advantage
Minnesota
$4.75M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$135M
2
VFP
2
Verus Financial Partners
Virginia
$0
3
HWA
3
Heartwood Wealth Advisors
Virginia
$16M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
Bank of America
5
Bank of America
North Carolina
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
51
Cardan Capital Partners
Colorado
$3.78M +$184K +1,535 +5%
HWA
52
Hilltop Wealth Advisors
North Carolina
$3.75M -$74.8K -624 -2%
SFO
53
Stokes Family Office
Louisiana
$3.67M – – –
FA
54
Fortis Advisors
Pennsylvania
$3.62M +$1.88M +15,648 +107%
PA
55
Paracle Advisors
Washington
$3.58M +$7.07K +59 +0.2%
SSB
56
Sandy Spring Bank
Maryland
$3.49M -$31.8K -265 -0.9%
PA
57
Procyon Advisors
Connecticut
$3.45M -$41.6K -347 -1%
TFS
58
TrustCore Financial Services
Tennessee
$3.39M -$486K -4,056 -13%
DWM
59
Destination Wealth Management
California
$3.28M +$11K +92 +0.3%
SFPM
60
Sensible Financial Planning & Management
Massachusetts
$3.17M +$151K +1,263 +5%
BEAM
61
Baker Ellis Asset Management
Washington
$2.79M -$168K -1,400 -6%
AF
62
Advisornet Financial
Minnesota
$2.66M +$2.56M +21,346 +2,619%
HighTower Advisors
63
HighTower Advisors
Illinois
$2.56M +$433K +3,609 +20%
PA
64
Parallel Advisors
California
$2.55M -$22.7K -189 -0.9%
CA
65
Cetera Advisors
Colorado
$2.52M +$978K +8,158 +63%
PS
66
Portfolio Solutions
Michigan
$2.52M – – –
CCP
67
Clarkston Capital Partners
Michigan
$2.3M +$22.2K +185 +1%
SG
68
StoneX Group
New York
$2.01M +$212K +1,770 +12%
HAS
69
HBW Advisory Services
California
$1.78M +$1.78M +14,836 New
PAG
70
Private Advisor Group
New Jersey
$1.77M -$54.7K -456 -3%
AAS
71
Avantax Advisory Services
Texas
$1.76M +$799K +6,683 +83%
BAMG
72
Brand Asset Management Group
Missouri
$1.71M – – –
CA
73
Calton & Associates
Florida
$1.67M -$12.9K -108 -0.8%
FAAS
74
First Allied Advisory Services
California
$1.65M +$61K +509 +4%
BRWA
75
B. Riley Wealth Advisors
Florida
$1.65M +$111K +924 +7%
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