MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

267 hedge funds and large institutions have $1.87B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 79 reducing their positions, and 11 closing their positions.

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
24
Increased
93
Reduced
79
Closed
11
Calls
$587K
Puts
$761K
Net Calls
-$174K
Net Calls Change
-$1.02M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$42.9M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$17.2M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$9.67M
4
RJA
4
Raymond James & Associates
Florida
$16.5M
5
CW
5
CreativeOne Wealth
Kansas
$23.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.3M
2
GEM
2
Global Endowment Management
North Carolina
$203M
3
MWM
3
Merriman Wealth Management
Washington
$706K
4
HWA
4
Heartwood Wealth Advisors
Virginia
$1.36M
5
Creative Planning
5
Creative Planning
Kansas
$4.76M
Name Market Value Shares Shares
Change 		Shares
Change %
CAC
76
Certified Advisory Corp
Florida
$2.77M 18,190 -6,858 -27%
BRWA
77
B. Riley Wealth Advisors
Florida
$2.63M 17,263 +1,782 +12%
CA
78
Calton & Associates
Florida
$2.59M 16,979 +1,595 +10%
LFF
79
Level Four Financial
Texas
$2.44M 15,994 +200 +1%
PWA
80
Physician Wealth Advisors
Utah
$2.42M 15,557 +882 +6%
Goldman Sachs
81
Goldman Sachs
New York
$2.28M 14,969 +11,478 +329%
HAS
82
HBW Advisory Services
California
$2.25M 14,762 -477 -3%
NFG
83
Next Financial Group
Texas
$2.19M 14,355 +4,775 +50%
BAMG
84
Brand Asset Management Group
Missouri
$2.18M 14,284 – –
MFGM
85
Marshall Financial Group (Maryland)
Maryland
$2.09M 13,728 +775 +6%
HI
86
Harbour Investments
Wisconsin
$2.02M 13,227 -13 -0.1%
MSFS
87
Main Street Financial Solutions
Pennsylvania
$1.91M 12,514 -516 -4%
Franklin Resources
88
Franklin Resources
California
$1.84M 12,059 – –
TAM
89
Tocqueville Asset Management
New York
$1.8M 11,800 – –
MGIA
90
Matthew Goff Investment Advisor
Texas
$1.72M 11,304 – –
SSB
91
Sandy Spring Bank
Maryland
$1.67M 10,969 -16,922 -61%
SWM
92
Southern Wealth Management
Texas
$1.65M 10,443 +64 +0.6%
TFS
93
Thoroughbred Financial Services
Tennessee
$1.61M 10,581 +32 +0.3%
MFA
94
McClarren Financial Advisors
Pennsylvania
$1.61M 10,540 +31 +0.3%
DACG
95
Donor Advised Charitable Giving
California
$1.59M 10,443 +64 +0.6%
FA
96
Fortis Advisors
Pennsylvania
$1.58M 10,369 -26,644 -72%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$1.56M 10,229 -6 -0.1%
NFG
98
Nations Financial Group
Iowa
$1.48M 9,698 +9,698 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$1.47M 9,641 +185 +2%
PG
100
Proffitt & Goodson
Tennessee
$1.41M 9,276 – –
2 3
4
5 6