MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+23
Holders Change %
+8.16%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
-$1.2M

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$26.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$81.7M
3
UBS Group
3
UBS Group
Switzerland
$50.1M
4
CAN
4
Cetera Advisor Networks
California
$8.25M
5
NYLIM
5
New York Life Investment Management
New York
$62.3M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$41.1M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$0
3
Bank of America
3
Bank of America
North Carolina
$196M
4
Truist Financial
4
Truist Financial
North Carolina
$29.5M
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
76
HRT Financial
New York
$2.51M +$1.56M +11,819 +165%
SEM
77
Strategic Equity Management
Arizona
$2.5M -$74.3K -561 -3%
BEAM
78
Baker Ellis Asset Management
Washington
$2.48M -$69.6K -526 -3%
SG
79
StoneX Group
New York
$2.48M -$3.68M -27,816 -60%
CCM
80
Coldstream Capital Management
Washington
$2.45M +$2.45M +18,496 New
CCFM
81
Clear Creek Financial Management
Washington
$2.4M +$644K +4,866 +37%
MFA
82
McClarren Financial Advisors
Pennsylvania
$2.25M +$946K +7,144 +73%
HighTower Advisors
83
HighTower Advisors
Illinois
$2.21M -$89.3K -674 -4%
1WM
84
1900 Wealth Management
Texas
$2.19M -$96.1K -726 -4%
Citadel Advisors
85
Citadel Advisors
Florida
$2.18M -$808K -6,103 -27%
FTUS
86
Flow Traders U.S.
New York
$2.08M +$2.08M +15,707 New
HWA
87
Hilltop Wealth Advisors
North Carolina
$2.07M -$53.8K -406 -3%
PA
88
Parallel Advisors
California
$2M -$29.4K -222 -1%
AAS
89
Avantax Advisory Services
Texas
$1.94M +$245K +1,852 +14%
CAC
90
Certified Advisory Corp
Florida
$1.92M -$23.3K -176 -1%
KPWS
91
Kestra Private Wealth Services
Texas
$1.89M +$136K +1,027 +8%
BAMG
92
Brand Asset Management Group
Missouri
$1.87M – – –
IAA
93
Independent Advisor Alliance
North Carolina
$1.84M +$1.84M +13,935 New
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$1.83M +$1.07M +8,055 +139%
HAG
95
HF Advisory Group
Maryland
$1.8M +$1.8M +13,631 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$1.78M +$237K +1,792 +15%
BPA
97
Beacon Pointe Advisors
California
$1.75M +$132K +1,000 +8%
TAM
98
Tocqueville Asset Management
New York
$1.61M – – –
Franklin Resources
99
Franklin Resources
California
$1.6M – – –
HAS
100
HBW Advisory Services
California
$1.58M +$9K +68 +0.6%
2 3
4
5 6