MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

455 hedge funds and large institutions have $3.21B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 150 increasing their positions, 139 reducing their positions, and 24 closing their positions.

Holders
455
Holders Change
+32
Holders Change %
+7.57%
% of All Funds
6.06%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
66
Increased
150
Reduced
139
Closed
24
Calls
$234K
Puts
–
Net Calls
+$234K
Net Calls Change
+$275K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$65.4M
2
Wells Fargo
2
Wells Fargo
California
$118M
3
VWA
3
VSM Wealth Advisory
Maryland
$15M
4
MWM
4
Modera Wealth Management
New Jersey
$15M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$28.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$11.8M
2
KAS
2
Kestra Advisory Services
Texas
$9.63M
3
MFIM
3
Mesirow Financial Investment Management
Illinois
$21.9M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$49M
5
FFA
5
Farther Finance Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFPM
51
Sensible Financial Planning & Management
Massachusetts
$11.7M 55,219 +10,548 +24%
HWM
52
HB Wealth Management
Georgia
$11.7M 55,002 +147 +0.3%
Two Sigma Investments
53
Two Sigma Investments
New York
$11.7M 54,800 +54,800 New
SL
54
Systelligence LLC
Minnesota
$11.3M 53,090 -13,492 -20%
KP
55
Keel Point
Alabama
$11.2M 52,763 -8,040 -13%
BMM
56
Berkshire Money Management
Massachusetts
$10.5M 49,391 +363 +0.7%
PJSIMP
57
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10.3M 48,568 -1,117 -2%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$10.3M 48,521 +477 +1%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$10.3M 48,378 -124 -0.3%
TWM
60
TriaGen Wealth Management
California
$9.85M 46,314 -19 -0%
BFAG
61
Blackston Financial Advisory Group
Florida
$9.69M 45,569 +1,518 +3%
SWM
62
Segment Wealth Management
Texas
$9.68M 45,536 +45,536 New
KAS
63
Kestra Advisory Services
Texas
$9.63M 45,300 -100,483 -69%
PFM
64
Phillips Financial Management
Indiana
$9.47M 44,553 -1,569 -3%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$9.02M 42,428 +1 +0%
DWM
66
Destination Wealth Management
California
$8.72M 41,016 -2,690 -6%
FFA
67
Florida Financial Advisors
Florida
$8.7M 40,901 -3,514 -8%
GWM
68
Gray Wealth Management
Maine
$8.67M 40,789 +433 +1%
BEAM
69
Baker Ellis Asset Management
Washington
$8.31M 39,093 +785 +2%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$8.26M 38,838 -1,076 -3%
SB
71
Strategic Blueprint
Georgia
$7.45M 35,022 +1,386 +4%
CCM
72
Colorado Capital Management
Colorado
$7.45M 35,014 +11,448 +49%
DT
73
Diversified Trust
Tennessee
$7.2M 33,867 – –
PWA
74
Physician Wealth Advisors
Utah
$7.15M 33,612 +928 +3%
EFN
75
Equita Financial Network
Pennsylvania
$6.73M 31,662 +29 +0.1%
1 2
3
4 5