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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

375 hedge funds and large institutions have $2.47B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+50
Holders Change %
+15.38%
% of All Funds
5.5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
68
Increased
127
Reduced
96
Closed
14
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$245M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.4M
3
AC
3
Apella Capital
Connecticut
$41.8M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$15M
5
Truist Financial
5
Truist Financial
North Carolina
$55.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
EFG
2
Ethos Financial Group
Pennsylvania
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$35M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
CB
5
Cadence Bank
Mississippi
$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
51
Phillips Financial Management
Indiana
$8.32M -$22.5K -133 -0.3%
AFS
52
Annapolis Financial Services
Maryland
$8.15M +$3.91M +23,081 +92%
PJSIMP
53
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.1M +$1.46M +8,380 +22%
EWM
54
Empirical Wealth Management
Washington
$7.9M +$1.18M +6,991 +18%
DWM
55
Destination Wealth Management
California
$7.77M -$212K -1,251 -3%
GM
56
GeoWealth Management
Illinois
$7.51M +$1.41M +8,340 +23%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$7.35M -$366K -2,165 -5%
CIA
58
Capital Investment Advisors
Georgia
$7.34M -$84.5K -499 -1%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$7.28M +$3.47M +20,509 +91%
BFG
60
Buttonwood Financial Group
Missouri
$7.2M +$403K +2,383 +6%
FFA
61
Florida Financial Advisors
Florida
$6.92M +$6.92M +40,896 New
TWM
62
TriaGen Wealth Management
California
$6.9M +$111K +658 +2%
FFA
63
Farther Finance Advisors
California
$6.86M +$6.86M +40,505 New
SFPM
64
Sensible Financial Planning & Management
Massachusetts
$6.75M +$58.6K +346 +0.9%
GWM
65
Gray Wealth Management
Maine
$6.57M +$22.5K +133 +0.3%
DT
66
Diversified Trust
Tennessee
$6.44M – – –
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$6.2M +$1.42M +8,392 +30%
AWM
68
AE Wealth Management
Kansas
$5.39M +$2.02M +11,554 +60%
EFN
69
Equita Financial Network
Pennsylvania
$5.36M -$855K -5,048 -14%
TWM
70
Tradition Wealth Management
Minnesota
$5.34M +$60.9K +360 +1%
PWA
71
Physician Wealth Advisors
Utah
$5.32M +$67.2K +388 +1%
GVAG
72
Great Valley Advisor Group
Delaware
$5.21M +$5.21M +30,759 New
BEAM
73
Baker Ellis Asset Management
Washington
$5.09M +$560K +3,310 +12%
Goldman Sachs
74
Goldman Sachs
New York
$5.03M +$5.03M +29,712 New
KAS
75
Kestra Advisory Services
Texas
$4.92M +$2.27M +13,392 +85%
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