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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

301 hedge funds and large institutions have $2.15B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 80 reducing their positions, and 21 closing their positions.

Holders
301
Holders Change
+22
Holders Change %
+7.89%
% of All Funds
4.65%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
52
Increased
100
Reduced
80
Closed
21
Calls
–
Puts
$2.62M
Net Calls
-$2.62M
Net Calls Change
-$2.35M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$32.5M
2
BDF
2
Black Diamond Financial
Maryland
$19M
3
FTS
3
Fifth Third Securities
Ohio
$7.2M
4
AWM
4
AE Wealth Management
Kansas
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$58.8M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$116M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$5.4M
3
KAS
3
Kestra Advisory Services
Texas
$1.84M
4
CW
4
CreativeOne Wealth
Kansas
$19.7M
5
GM
5
GeoWealth Management
Illinois
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$3.17M +$110K +653 +4%
HighTower Advisors
77
HighTower Advisors
Illinois
$3.17M -$2.02K -12 -0.1%
PWA
78
Physician Wealth Advisors
Utah
$3.1M +$323K +1,961 +12%
CA
79
Calton & Associates
Florida
$3.05M +$122K +724 +4%
CAC
80
Certified Advisory Corp
Florida
$2.98M -$103K -611 -3%
LFAS
81
Level Four Advisory Services
Texas
$2.55M +$2.55M +15,170 New
MFGM
82
Marshall Financial Group (Maryland)
Maryland
$2.44M +$28.1K +167 +1%
TA
83
TrueWealth Advisors
Alabama
$2.43M +$1.72M +10,255 +244%
BAMG
84
Brand Asset Management Group
Missouri
$2.4M – – –
Citadel Advisors
85
Citadel Advisors
Florida
$2.4M +$1.47M +8,744 +158%
HAS
86
HBW Advisory Services
California
$2.25M +$5.88K +35 +0.3%
TFS
87
Thoroughbred Financial Services
Tennessee
$2.09M +$50.4K +300 +2%
Franklin Resources
88
Franklin Resources
California
$2.03M – – –
TFS
89
TrustCore Financial Services
Tennessee
$2M -$2.08M -12,355 -51%
TAM
90
Tocqueville Asset Management
New York
$1.98M – – –
MSFS
91
Main Street Financial Solutions
Pennsylvania
$1.98M -$11.1K -66 -0.6%
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$1.94M +$190K +1,129 +11%
MGIA
93
Matthew Goff Investment Advisor
Texas
$1.9M – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$1.88M +$142K +844 +8%
AAS
95
Avantax Advisory Services
Texas
$1.87M +$572K +3,399 +44%
KAS
96
Kestra Advisory Services
Texas
$1.84M -$10.7M -63,885 -85%
AWM
97
Aspire Wealth Management
Massachusetts
$1.84M +$1.84M +10,971 New
MG
98
Mather Group
Illinois
$1.77M +$1.77M +10,512 New
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$1.72M -$840 -5 -0%
HI
100
Harbour Investments
Wisconsin
$1.67M -$744K -4,427 -31%
2 3
4
5 6