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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

423 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 126 reducing their positions, and 24 closing their positions.

Holders
423
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.12%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
34
Increased
159
Reduced
126
Closed
24
Calls
$207K
Puts
$248K
Net Calls
-$41K
Net Calls Change
-$278K

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$40.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$40.8M
3
AUB
3
Atlantic Union Bankshares
Virginia
$16.9M
4
GM
4
GeoWealth Management
Illinois
$18.3M
5
AC
5
Apella Capital
Connecticut
$90.2M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$45M
2
NYLIM
2
New York Life Investment Management
New York
$107M
3
WA
3
Win Advisors
Florida
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$83.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$13M 63,033 +387 +0.6%
KP
52
Keel Point
Alabama
$12.6M 60,803 -2,250 -4%
CIA
53
Capital Investment Advisors
Georgia
$12.2M 58,889 +5,720 +11%
HWM
54
HB Wealth Management
Georgia
$11.3M 54,855 +313 +0.6%
PJSIMP
55
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10.3M 49,685 +1,664 +3%
BMM
56
Berkshire Money Management
Massachusetts
$10.1M 49,028 +6,425 +15%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$10M 48,502 -802 -2%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$9.93M 48,044 -360 -0.7%
TWM
59
TriaGen Wealth Management
California
$9.57M 46,333 +2,355 +5%
PFM
60
Phillips Financial Management
Indiana
$9.53M 46,122 -143 -0.3%
SFPM
61
Sensible Financial Planning & Management
Massachusetts
$9.23M 44,671 +2,004 +5%
FFA
62
Florida Financial Advisors
Florida
$9.18M 44,415 +1,995 +5%
BFAG
63
Blackston Financial Advisory Group
Florida
$9.1M 44,051 +44,051 New
DWM
64
Destination Wealth Management
California
$9.03M 43,706 +1,546 +4%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$8.77M 42,427 -512 -1%
GWM
66
Gray Wealth Management
Maine
$8.34M 40,356 +744 +2%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$8.25M 39,914 -501 -1%
BEAM
68
Baker Ellis Asset Management
Washington
$7.92M 38,308 +13 +0%
FFA
69
Farther Finance Advisors
California
$7.28M 35,214 +67 +0.2%
DT
70
Diversified Trust
Tennessee
$7M 33,867 +1,070 +3%
SB
71
Strategic Blueprint
Georgia
$6.95M 33,636 +3,531 +12%
PWA
72
Physician Wealth Advisors
Utah
$6.81M 32,684 +6 +0%
EFN
73
Equita Financial Network
Pennsylvania
$6.54M 31,633 – –
SC
74
Steph & Co
Wisconsin
$6.22M 30,110 +146 +0.5%
TWM
75
Tradition Wealth Management
Minnesota
$6.09M 29,476 +360 +1%
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