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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

246 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 12 closing their positions.

Holders
246
Holders Change
+30
Holders Change %
+13.89%
% of All Funds
4.36%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
82
Reduced
66
Closed
12
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
-$35K

Top Buyers

1
VFP
1
Verus Financial Partners
Virginia
$37M
2
NYLIM
2
New York Life Investment Management
New York
$23.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.35M
4
CW
4
CreativeOne Wealth
Kansas
$16.7M
5
LPL Financial
5
LPL Financial
California
$38.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$21.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.7M
4
LIM
4
Leavell Investment Management
Alabama
$31M
5
Wells Fargo
5
Wells Fargo
California
$40.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
76
Dynamic Advisor Solutions
Arizona
$2.14M 16,028 +7,001 +78%
Citadel Advisors
77
Citadel Advisors
Florida
$2.09M 15,657 +8,987 +135%
HAS
78
HBW Advisory Services
California
$2.05M 15,346 +510 +3%
CA
79
Calton & Associates
Florida
$2.03M 15,211 +1,248 +9%
PWA
80
Physician Wealth Advisors
Utah
$1.94M 13,953 +2,637 +23%
BAMG
81
Brand Asset Management Group
Missouri
$1.91M 14,284 – –
BRWA
82
B. Riley Wealth Advisors
Florida
$1.91M 14,270 +541 +4%
TWM
83
Tradition Wealth Management
Minnesota
$1.88M 14,100 +14,100 New
MSFS
84
Main Street Financial Solutions
Pennsylvania
$1.83M 13,717 +13,717 New
Franklin Resources
85
Franklin Resources
California
$1.7M 12,764 +2,968 +30%
MFGM
86
Marshall Financial Group (Maryland)
Maryland
$1.66M 12,453 +12,453 New
TAM
87
Tocqueville Asset Management
New York
$1.58M 11,800 +1,400 +13%
SPC
88
Sigma Planning Corp
Michigan
$1.57M 11,792 -806 -6%
MGIA
89
Matthew Goff Investment Advisor
Texas
$1.52M 11,386 -101 -0.9%
LFF
90
Level Four Financial
Texas
$1.46M 10,951 +10,951 New
WCAMG
91
Woodard & Company Asset Management Group
North Carolina
$1.45M 10,891 -1,291 -11%
TFS
92
Thoroughbred Financial Services
Tennessee
$1.4M 10,522 +2,223 +27%
MFA
93
McClarren Financial Advisors
Pennsylvania
$1.4M 10,476 +10,476 New
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$1.4M 10,456 -1,800 -15%
DACG
95
Donor Advised Charitable Giving
California
$1.39M 10,379 +47 +0.5%
SWM
96
Southern Wealth Management
Texas
$1.39M 10,379 +47 +0.5%
PMG
97
ProVise Management Group
Florida
$1.27M 9,525 +6,503 +215%
BJ
98
Brouwer & Janachowski
California
$1.24M 9,302 -159 -2%
LPT
99
Legacy Private Trust
Wisconsin
$1.22M 9,133 – –
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
$1.22M 9,126 +12 +0.1%
2 3
4
5 6