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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

407 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 16 closing their positions.

Holders
407
Holders Change
+32
Holders Change %
+8.53%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
54
Increased
134
Reduced
117
Closed
16
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
OCM
1
One Capital Management
California
$30.8M
2
NYLIM
2
New York Life Investment Management
New York
$102M
3
AC
3
Apella Capital
Connecticut
$59.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$14.9M
5
GM
5
GeoWealth Management
Illinois
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.1M
5
SFS
5
Security Financial Services
Indiana
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
76
Waterford Advisors
New York
$4.9M 26,232 -890 -3%
CA
77
Calton & Associates
Florida
$4.84M 25,917 +443 +2%
BPA
78
Beacon Pointe Advisors
California
$4.56M 24,382 +986 +4%
MGIA
79
Moneta Group Investment Advisors
Missouri
$4.53M 24,232 -1,250 -5%
PAG
80
Private Advisor Group
New Jersey
$4.46M 23,889 -55 -0.2%
BMM
81
Berkshire Money Management
Massachusetts
$4.46M 23,852 +7,565 +46%
ZF
82
Zhang Financial
Michigan
$4.37M 23,392 +4,336 +23%
CCM
83
Coldstream Capital Management
Washington
$4.22M 22,580 +4,951 +28%
SFO
84
Stokes Family Office
Louisiana
$4.16M 22,280 – –
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$4.11M 21,968 -2,431 -10%
AAS
86
Avantax Advisory Services
Texas
$3.91M 20,916 +4,786 +30%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$3.78M 20,250 +3,135 +18%
PCIA
88
Prime Capital Investment Advisors
Kansas
$3.77M 20,179 -200 -1%
BFG
89
Buttonwood Financial Group
Missouri
$3.6M 19,258 -23,280 -55%
AI
90
Atria Investments
North Carolina
$3.6M 19,249 -277 -1%
Wealthfront Advisers
91
Wealthfront Advisers
California
$3.57M 19,100 +7,313 +62%
DAS
92
Dynamic Advisor Solutions
Arizona
$3.5M 18,739 -1,987 -10%
JWM
93
Jackson Wealth Management
Florida
$3.5M 18,715 +187 +1%
UWM
94
USAdvisors Wealth Management
Minnesota
$3.44M 18,410 +3,430 +23%
AWS
95
Atria Wealth Solutions
New York
$3.41M 18,244 +1,005 +6%
SFS
96
Security Financial Services
Indiana
$3.27M 17,491 -38,530 -69%
BRWA
97
B. Riley Wealth Advisors
Florida
$3.21M 21,148 -515 -2%
MFA
98
McClarren Financial Advisors
Pennsylvania
$3.13M 16,736 -463 -3%
HighTower Advisors
99
HighTower Advisors
Illinois
$3.12M 16,687 -3,435 -17%
PA
100
Parallel Advisors
California
$3.01M 16,085 -152 -0.9%
2 3
4
5 6