MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

419 hedge funds and large institutions have $2.89B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 113 reducing their positions, and 26 closing their positions.

Holders
419
Holders Change
+12
Holders Change %
+2.95%
% of All Funds
6.1%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
46
Increased
135
Reduced
113
Closed
26
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$1.58M

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$29.3M
2
Bank of America
2
Bank of America
North Carolina
$313M
3
AC
3
Apella Capital
Connecticut
$77.8M
4
WA
4
Win Advisors
Florida
$12M
5
NYLIM
5
New York Life Investment Management
New York
$119M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$296K
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$3.27M
3
GM
3
GeoWealth Management
Illinois
$4.02M
4
EE
4
EWG Elevate
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
51
HB Wealth Management
Georgia
$10.8M – – –
CIA
52
Capital Investment Advisors
Georgia
$10.5M +$1.47M +7,461 +16%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$9.73M +$33.1K +168 +0.3%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$9.55M -$742K -3,759 -7%
PJSIMP
55
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.47M +$226K +1,144 +2%
PFM
56
Phillips Financial Management
Indiana
$9.13M -$144K -729 -2%
TWM
57
TriaGen Wealth Management
California
$8.68M +$329K +1,668 +4%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$8.47M -$91.3K -463 -1%
SFPM
59
Sensible Financial Planning & Management
Massachusetts
$8.42M +$377K +1,910 +5%
BMM
60
Berkshire Money Management
Massachusetts
$8.41M +$3.7M +18,751 +79%
FFA
61
Florida Financial Advisors
Florida
$8.37M -$108K -547 -1%
DWM
62
Destination Wealth Management
California
$8.32M -$246K -1,247 -3%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$7.97M +$374K +1,895 +5%
GWM
64
Gray Wealth Management
Maine
$7.82M +$162K +819 +2%
BEAM
65
Baker Ellis Asset Management
Washington
$7.56M +$1.41M +7,165 +23%
FFA
66
Farther Finance Advisors
California
$6.97M -$412K -2,080 -6%
PWA
67
Physician Wealth Advisors
Utah
$6.68M +$290K +1,420 +5%
IA
68
IFP Advisors
Florida
$6.62M -$138K -697 -2%
DT
69
Diversified Trust
Tennessee
$6.47M -$1.04M -5,249 -14%
EFN
70
Equita Financial Network
Pennsylvania
$6.24M – – –
Goldman Sachs
71
Goldman Sachs
New York
$6.2M +$5.63M +28,521 +976%
SB
72
Strategic Blueprint
Georgia
$5.94M +$323K +1,639 +6%
SC
73
Steph & Co
Wisconsin
$5.91M -$147K -747 -2%
TWM
74
Tradition Wealth Management
Minnesota
$5.74M -$99.2K -503 -2%
WA
75
Waterford Advisors
New York
$5.16M -$13.8K -70 -0.3%
1 2
3
4 5