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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+23
Holders Change %
+8.16%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
-$1.2M

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$26.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$81.7M
3
UBS Group
3
UBS Group
Switzerland
$50.1M
4
CAN
4
Cetera Advisor Networks
California
$8.25M
5
NYLIM
5
New York Life Investment Management
New York
$62.3M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$41.1M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$0
3
Bank of America
3
Bank of America
North Carolina
$196M
4
Truist Financial
4
Truist Financial
North Carolina
$29.5M
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
TriaGen Wealth Management
California
$4.87M +$104K +785 +2%
MGIA
52
Moneta Group Investment Advisors
Missouri
$4.68M -$348K -2,480 -7%
GM
53
GeoWealth Management
Illinois
$4.2M -$875K -6,608 -17%
MML Investors Services
54
MML Investors Services
Massachusetts
$4.18M +$1.01M +7,602 +32%
TWM
55
Tradition Wealth Management
Minnesota
$4.12M +$172K +1,296 +4%
PWA
56
Physician Wealth Advisors
Utah
$4.09M +$110K +794 +3%
AWM
57
AE Wealth Management
Kansas
$4.07M +$358K +2,706 +10%
SFO
58
Stokes Family Office
Louisiana
$4.05M – – –
SC
59
Steph & Co
Wisconsin
$3.83M -$1.47M -11,100 -28%
CA
60
Cetera Advisors
Colorado
$3.79M -$369K -2,787 -9%
AWS
61
Atria Wealth Solutions
New York
$3.55M -$129K -978 -4%
MFGM
62
Marshall Financial Group (Maryland)
Maryland
$3.41M +$435K +3,285 +15%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$3.36M +$2.93M +22,168 +690%
DAS
64
Dynamic Advisor Solutions
Arizona
$3.27M -$232K -1,750 -7%
CA
65
Calton & Associates
Florida
$3.22M +$569K +4,301 +21%
KAS
66
Kestra Advisory Services
Texas
$3.16M +$394K +2,978 +14%
EWM
67
Empirical Wealth Management
Washington
$3.15M +$448K +3,381 +17%
TFS
68
TrustCore Financial Services
Tennessee
$3.03M -$97.6K -737 -3%
PAS
69
Park Avenue Securities
New York
$2.97M +$2.97M +22,392 New
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$2.94M +$1.98M +14,926 +205%
BRWA
71
B. Riley Wealth Advisors
Florida
$2.91M -$16.8K -127 -0.6%
ONB
72
Old National Bancorp
Indiana
$2.9M -$128K -966 -4%
CCP
73
Clarkston Capital Partners
Michigan
$2.74M -$33.9K -256 -1%
Stifel Financial
74
Stifel Financial
Missouri
$2.58M -$1.87M -14,144 -42%
DK
75
David Kennon
Florida
$2.56M -$185K -1,394 -7%
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