MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

321 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 20 closing their positions.

Holders
321
Holders Change
+16
Holders Change %
+5.25%
% of All Funds
5.06%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
39
Increased
103
Reduced
96
Closed
20
Calls
$2.15M
Puts
$422K
Net Calls
+$1.72M
Net Calls Change
+$1.51M

Top Buyers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$16.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.1M
3
Bank of America
3
Bank of America
North Carolina
$239M
4
BHWA
4
Beacon Harbor Wealth Advisors
Virginia
$8.55M
5
Truist Financial
5
Truist Financial
North Carolina
$36.9M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$74.1M
3
FA
3
FDx Advisors
Illinois
$1.7M
4
PMG
4
ProVise Management Group
Florida
$18.1M
5
RJA
5
Raymond James & Associates
Florida
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
76
Park Avenue Securities
New York
$3.26M -$203K -1,300 -6%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$3.26M -$162K -1,035 -5%
PCIA
78
Prime Capital Investment Advisors
Kansas
$3.21M +$3.21M +20,487 New
AWS
79
Atria Wealth Solutions
New York
$3.19M -$414K -2,645 -11%
DK
80
David Kennon
Florida
$3.14M +$108K +693 +4%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$3.12M +$875K +5,595 +39%
AFS
82
Annapolis Financial Services
Maryland
$3.05M +$2.2M +14,046 +258%
CCFM
83
Clear Creek Financial Management
Washington
$2.99M +$152K +972 +5%
AI
84
Atria Investments
North Carolina
$2.76M -$2.98M -19,046 -52%
JWM
85
Jackson Wealth Management
Florida
$2.72M +$2.72M +17,407 New
CCM
86
Coldstream Capital Management
Washington
$2.7M +$7.51K +48 +0.3%
SEM
87
Strategic Equity Management
Arizona
$2.66M -$34.3K -219 -1%
MFA
88
McClarren Financial Advisors
Pennsylvania
$2.65M +$9.7K +62 +0.4%
KPWS
89
Kestra Private Wealth Services
Texas
$2.58M +$20K +128 +0.8%
1WM
90
1900 Wealth Management
Texas
$2.52M -$69.5K -444 -3%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$2.52M +$81.7K +522 +3%
PA
92
Parallel Advisors
California
$2.35M +$27.1K +173 +1%
HWA
93
Hilltop Wealth Advisors
North Carolina
$2.35M -$34.6K -221 -1%
HAS
94
HBW Advisory Services
California
$2.27M +$416K +2,659 +22%
LB
95
Leo Brokerage
Texas
$2.26M -$29.3K -187 -1%
BAMG
96
Brand Asset Management Group
Missouri
$2.2M – – –
Lazard Asset Management
97
Lazard Asset Management
New York
$2.19M +$2.19M +14,005 New
IAA
98
Independent Advisor Alliance
North Carolina
$2.18M – – –
HAG
99
HF Advisory Group
Maryland
$2.18M +$9.07K +58 +0.4%
AAS
100
Avantax Advisory Services
Texas
$2.11M -$623K -3,983 -23%
2 3
4
5 6