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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

257 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
257
Holders Change
+11
Holders Change %
+4.47%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
28
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$626K

Top Buyers

1
GEM
1
Global Endowment Management
North Carolina
$213M
2
MWM
2
Merriman Wealth Management
Washington
$17.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$68.5M
4
AWM
4
AE Wealth Management
Kansas
$9.77M
5
SG
5
StoneX Group
New York
$11.5M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$383K
2
KP
2
Keel Point
Alabama
$23.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13M
4
Bank of America
4
Bank of America
North Carolina
$247M
5
CI
5
CX Institutional
Indiana
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$5.6M -$3.03M -21,574 -35%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$5.56M +$211K +1,506 +4%
SFPM
53
Sensible Financial Planning & Management
Massachusetts
$5.55M +$1.55M +11,036 +39%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$5.26M +$1.8M +12,832 +52%
GWM
55
Gray Wealth Management
Maine
$5.23M +$39.7K +283 +0.8%
MA
56
MJP Associates
Connecticut
$4.61M -$1.07M -7,608 -19%
MGIA
57
Moneta Group Investment Advisors
Missouri
$4.6M +$251K +1,788 +6%
JWM
58
Jackson Wealth Management
Florida
$4.46M -$200K -1,426 -4%
SFO
59
Stokes Family Office
Louisiana
$4.29M – – –
HWA
60
Hilltop Wealth Advisors
North Carolina
$4.09M -$217K -1,549 -5%
EWM
61
Empirical Wealth Management
Washington
$4.08M +$1.77M +12,626 +77%
SSB
62
Sandy Spring Bank
Maryland
$3.91M -$133K -950 -3%
AWA
63
Arete Wealth Advisors
Illinois
$3.9M -$966K -6,890 -20%
TWM
64
Tradition Wealth Management
Minnesota
$3.79M +$1.81M +12,911 +92%
PA
65
Paracle Advisors
Washington
$3.61M -$106K -755 -3%
TFS
66
TrustCore Financial Services
Tennessee
$3.61M -$195K -1,390 -5%
CAC
67
Certified Advisory Corp
Florida
$3.51M +$3.51M +25,048 New
CA
68
Cetera Advisors
Colorado
$3.42M +$106K +753 +3%
TWM
69
TriaGen Wealth Management
California
$3.27M -$266K -1,900 -8%
PMG
70
ProVise Management Group
Florida
$3.09M +$1.76M +12,533 +132%
BEAM
71
Baker Ellis Asset Management
Washington
$3.08M -$140K -1,000 -4%
PAG
72
Private Advisor Group
New Jersey
$3.08M +$99.8K +712 +3%
DAS
73
Dynamic Advisor Solutions
Arizona
$2.92M +$674K +4,804 +30%
PA
74
Parallel Advisors
California
$2.84M -$55.5K -396 -2%
CCP
75
Clarkston Capital Partners
Michigan
$2.79M +$60.9K +434 +2%
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