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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K

Top Buyers

1
SWRP
1
Summit Wealth & Retirement Planning
California
$19.8M
2
NYLIM
2
New York Life Investment Management
New York
$13.4M
3
HB
3
Homrich & Berg
Georgia
$6.09M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$14.5M
5
QA
5
Quantitative Advantage
Minnesota
$4.75M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$135M
2
VFP
2
Verus Financial Partners
Virginia
$0
3
HWA
3
Heartwood Wealth Advisors
Virginia
$16M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
Bank of America
5
Bank of America
North Carolina
$213M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.55M 12,915 +12,915 New
SPC
77
Sigma Planning Corp
Michigan
$1.51M 12,598 +12,598 New
WCAMG
78
Woodard & Company Asset Management Group
North Carolina
$1.46M 12,182 -1,057 -8%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$1.46M 12,256 +419 +4%
ML
80
McAdam LLC
Pennsylvania
$1.4M 11,711 -243 -2%
MGIA
81
Matthew Goff Investment Advisor
Texas
$1.38M 11,487 -1,515 -12%
PWA
82
Physician Wealth Advisors
Utah
$1.33M 11,316 +1,839 +19%
TAM
83
Tocqueville Asset Management
New York
$1.25M 10,400 -1,500 -13%
DACG
84
Donor Advised Charitable Giving
California
$1.24M 10,332 +78 +0.8%
SWM
85
Southern Wealth Management
Texas
$1.24M 10,332 +78 +0.8%
Franklin Resources
86
Franklin Resources
California
$1.18M 9,796 +9,796 New
EWM
87
Empirical Wealth Management
Washington
$1.16M 9,660 +6,544 +210%
BJ
88
Brouwer & Janachowski
California
$1.13M 9,461 -1,016 -10%
MA
89
Mutual Advisors
Nebraska
$1.1M 9,163 +2,953 +48%
LPT
90
Legacy Private Trust
Wisconsin
$1.1M 9,133 +707 +8%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$1.09M 9,114 -3,078 -25%
DAS
92
Dynamic Advisor Solutions
Arizona
$1.08M 9,027 +438 +5%
NFG
93
Next Financial Group
Texas
$1.07M 8,925 +441 +5%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$1.05M 8,726 +1,711 +24%
PJB
95
Paul John Balson
California
$1.03M 8,599 +60 +0.7%
PG
96
Proffitt & Goodson
Tennessee
$1.01M 8,391 – –
TFS
97
Thoroughbred Financial Services
Tennessee
$995K 8,299 +467 +6%
SI
98
Stephens Inc
Arkansas
$987K 8,232 -6,494 -44%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$940K 7,842 +1,819 +30%
KAS
100
Kestra Advisory Services
Texas
$927K 115 +115 New
2 3
4
5 6