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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

407 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 16 closing their positions.

Holders
407
Holders Change
+32
Holders Change %
+8.53%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
54
Increased
134
Reduced
117
Closed
16
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
OCM
1
One Capital Management
California
$30.8M
2
NYLIM
2
New York Life Investment Management
New York
$102M
3
AC
3
Apella Capital
Connecticut
$59.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$14.9M
5
GM
5
GeoWealth Management
Illinois
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.1M
5
SFS
5
Security Financial Services
Indiana
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
51
Empirical Wealth Management
Washington
$9.98M 53,383 +6,730 +14%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$9.75M 52,163 -160 -0.3%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$9.18M 49,136 -4,936 -9%
PFM
54
Phillips Financial Management
Indiana
$8.78M 46,994 -2,172 -4%
PJSIMP
55
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.76M 46,877 +506 +1%
CIA
56
Capital Investment Advisors
Georgia
$8.54M 45,708 +2,354 +5%
EE
57
EWG Elevate
California
$8.12M 43,475 +43,475 New
DWM
58
Destination Wealth Management
California
$8.11M 43,407 -2,480 -5%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$8.11M 43,402 -1 -0%
FFA
60
Florida Financial Advisors
Florida
$8.03M 42,967 +2,071 +5%
TWM
61
TriaGen Wealth Management
California
$7.91M 42,310 +1,562 +4%
SFPM
62
Sensible Financial Planning & Management
Massachusetts
$7.62M 40,757 +896 +2%
GWM
63
Gray Wealth Management
Maine
$7.25M 38,793 -15 -0%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$7.2M 38,520 +1,903 +5%
DT
65
Diversified Trust
Tennessee
$7.11M 38,046 – –
FFA
66
Farther Finance Advisors
California
$6.95M 37,227 -3,278 -8%
IA
67
IFP Advisors
Florida
$6.4M 34,241 +32,473 +1,837%
EFN
68
Equita Financial Network
Pennsylvania
$5.91M 31,633 – –
BEAM
69
Baker Ellis Asset Management
Washington
$5.82M 31,130 +1,065 +4%
SC
70
Steph & Co
Wisconsin
$5.74M 30,711 +2,539 +9%
PWA
71
Physician Wealth Advisors
Utah
$5.65M 31,258 +530 +2%
TWM
72
Tradition Wealth Management
Minnesota
$5.53M 29,619 -1,908 -6%
SB
73
Strategic Blueprint
Georgia
$5.32M 28,466 +2,737 +11%
MML Investors Services
74
MML Investors Services
Massachusetts
$5.3M 28,348 +1,585 +6%
KAS
75
Kestra Advisory Services
Texas
$5.17M 27,659 -1,423 -5%
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