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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

325 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 101 reducing their positions, and 24 closing their positions.

Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.18%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
114
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.1M
2
EFG
2
Ethos Financial Group
Pennsylvania
$6.48M
3
BFG
3
Buttonwood Financial Group
Missouri
$5.99M
4
Ameriprise
4
Ameriprise
Minnesota
$63.7M
5
AC
5
Apella Capital
Connecticut
$23.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$258K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.3M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
CA
5
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
51
One Capital Management
California
$6.38M +$994K +6,545 +18%
TWM
52
TriaGen Wealth Management
California
$6.09M +$138K +908 +2%
EWM
53
Empirical Wealth Management
Washington
$6.02M +$1.07M +7,056 +22%
SFPM
54
Sensible Financial Planning & Management
Massachusetts
$6M -$275K -1,813 -4%
BFG
55
Buttonwood Financial Group
Missouri
$5.99M +$5.99M +40,155 New
GWM
56
Gray Wealth Management
Maine
$5.87M +$97K +639 +2%
PJSIMP
57
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.78M +$562K +3,691 +11%
DT
58
Diversified Trust
Tennessee
$5.78M – – –
EFN
59
Equita Financial Network
Pennsylvania
$5.57M +$5.57M +36,681 New
GM
60
GeoWealth Management
Illinois
$5.47M +$179K +1,182 +3%
TWM
61
Tradition Wealth Management
Minnesota
$4.73M -$66.5K -438 -1%
WA
62
Waterford Advisors
New York
$4.69M -$387K -2,545 -8%
PWA
63
Physician Wealth Advisors
Utah
$4.67M +$107K +695 +2%
SFO
64
Stokes Family Office
Louisiana
$4.61M – – –
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$4.29M +$4.29M +28,225 New
SC
66
Steph & Co
Wisconsin
$4.28M +$259K +1,704 +6%
BEAM
67
Baker Ellis Asset Management
Washington
$4.06M +$319K +2,100 +9%
MFGM
68
Marshall Financial Group (Maryland)
Maryland
$4.03M -$84.9K -559 -2%
JJBC
69
James J. Burns & Company
New York
$3.95M -$138K -908 -3%
MGIA
70
Moneta Group Investment Advisors
Missouri
$3.91M -$457K -3,006 -10%
AFS
71
Annapolis Financial Services
Maryland
$3.81M +$847K +5,575 +29%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$3.71M +$546K +3,596 +17%
PAG
73
Private Advisor Group
New Jersey
$3.69M -$759 -5 -0%
MML Investors Services
74
MML Investors Services
Massachusetts
$3.57M -$457K -3,007 -11%
DAS
75
Dynamic Advisor Solutions
Arizona
$3.48M -$161K -1,058 -4%
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3
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