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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

267 hedge funds and large institutions have $1.87B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 79 reducing their positions, and 11 closing their positions.

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
24
Increased
93
Reduced
79
Closed
11
Calls
$587K
Puts
$761K
Net Calls
-$174K
Net Calls Change
-$1.02M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$42.9M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$17.2M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$9.67M
4
RJA
4
Raymond James & Associates
Florida
$16.5M
5
CW
5
CreativeOne Wealth
Kansas
$23.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.3M
2
GEM
2
Global Endowment Management
North Carolina
$203M
3
MWM
3
Merriman Wealth Management
Washington
$706K
4
HWA
4
Heartwood Wealth Advisors
Virginia
$1.36M
5
Creative Planning
5
Creative Planning
Kansas
$4.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$5.75M 37,721 -2,190 -5%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$5.68M 37,260 -2,374 -6%
1WM
53
1900 Wealth Management
Texas
$5.09M 33,399 -1,503 -4%
MA
54
MJP Associates
Connecticut
$4.98M 32,711 -183 -0.6%
MGIA
55
Moneta Group Investment Advisors
Missouri
$4.94M 32,401 -402 -1%
EWM
56
Empirical Wealth Management
Washington
$4.77M 31,324 +2,220 +8%
Creative Planning
57
Creative Planning
Kansas
$4.76M 31,248 -81,350 -72%
JWM
58
Jackson Wealth Management
Florida
$4.72M 30,951 -872 -3%
SFO
59
Stokes Family Office
Louisiana
$4.66M 30,575 – –
HWA
60
Hilltop Wealth Advisors
North Carolina
$4.41M 28,970 -226 -0.8%
TWM
61
Tradition Wealth Management
Minnesota
$4.28M 28,090 +1,079 +4%
AWA
62
Arete Wealth Advisors
Illinois
$4.2M 27,572 -204 -0.7%
TWM
63
TriaGen Wealth Management
California
$4.17M 26,723 +3,439 +15%
CA
64
Cetera Advisors
Colorado
$3.97M 26,031 +1,678 +7%
TFS
65
TrustCore Financial Services
Tennessee
$3.89M 25,505 -227 -0.9%
CCM
66
Coldstream Capital Management
Washington
$3.77M 24,774 +24,774 New
SEM
67
Strategic Equity Management
Arizona
$3.77M 24,717 -27,708 -53%
US Bancorp
68
US Bancorp
Minnesota
$3.61M 23,703 +16,677 +237%
DAS
69
Dynamic Advisor Solutions
Arizona
$3.38M 22,157 +1,325 +6%
PAG
70
Private Advisor Group
New Jersey
$3.32M 21,760 -185 -0.8%
BEAM
71
Baker Ellis Asset Management
Washington
$3.27M 21,486 -484 -2%
CCP
72
Clarkston Capital Partners
Michigan
$3.15M 20,669 +743 +4%
PA
73
Parallel Advisors
California
$3.09M 20,288 +9 +0%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$3.04M 19,983 +1,259 +7%
HighTower Advisors
75
HighTower Advisors
Illinois
$2.82M 18,516 +976 +6%
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