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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

279 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 10 closing their positions.

Holders
279
Holders Change
+12
Holders Change %
+4.49%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
71
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$38.3M
2
Truist Financial
2
Truist Financial
North Carolina
$49M
3
GM
3
GeoWealth Management
Illinois
$19.6M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$19M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$33.2M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$67.3M
3
Bank of America
3
Bank of America
North Carolina
$257M
4
BDF
4
Black Diamond Financial
Maryland
$8.85M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$44.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
51
Apella Capital
Connecticut
$6.97M 45,749 +1,362 +3%
CA
52
Capital Advantage
California
$6.43M 42,188 -40,030 -49%
SFPM
53
Sensible Financial Planning & Management
Massachusetts
$6.33M 41,510 +1,845 +5%
GWM
54
Gray Wealth Management
Maine
$5.94M 38,955 +377 +1%
Stifel Financial
55
Stifel Financial
Missouri
$5.53M 36,257 -1,464 -4%
AWM
56
AE Wealth Management
Kansas
$5.52M 36,224 +30,428 +525%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$5.51M 36,147 -1,113 -3%
MA
58
MJP Associates
Connecticut
$5.02M 32,967 +256 +0.8%
MGIA
59
Moneta Group Investment Advisors
Missouri
$4.91M 32,220 -181 -0.6%
EWM
60
Empirical Wealth Management
Washington
$4.85M 31,810 +486 +2%
Creative Planning
61
Creative Planning
Kansas
$4.77M 31,299 +51 +0.2%
SFO
62
Stokes Family Office
Louisiana
$4.66M 30,575 – –
TWM
63
Tradition Wealth Management
Minnesota
$4.55M 29,835 +1,745 +6%
HWA
64
Hilltop Wealth Advisors
North Carolina
$4.3M 28,200 -770 -3%
AWA
65
Arete Wealth Advisors
Illinois
$4.22M 27,699 +127 +0.5%
TWM
66
TriaGen Wealth Management
California
$4.17M 27,341 +618 +2%
JWCA
67
J.W. Cole Advisors
Florida
$4.16M 21,407 +21,407 New
DAS
68
Dynamic Advisor Solutions
Arizona
$3.73M 24,441 +2,284 +10%
TFS
69
TrustCore Financial Services
Tennessee
$3.69M 24,235 -1,270 -5%
CCM
70
Coldstream Capital Management
Washington
$3.56M 23,393 -1,381 -6%
SEM
71
Strategic Equity Management
Arizona
$3.48M 22,842 -1,875 -8%
PAG
72
Private Advisor Group
New Jersey
$3.3M 21,634 -126 -0.6%
BEAM
73
Baker Ellis Asset Management
Washington
$3.25M 21,086 -400 -2%
CCP
74
Clarkston Capital Partners
Michigan
$3.18M 20,894 +225 +1%
PA
75
Parallel Advisors
California
$3.02M 19,800 -488 -2%
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