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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

257 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
257
Holders Change
+11
Holders Change %
+4.47%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
28
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$626K

Top Buyers

1
GEM
1
Global Endowment Management
North Carolina
$213M
2
MWM
2
Merriman Wealth Management
Washington
$17.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$68.5M
4
AWM
4
AE Wealth Management
Kansas
$9.77M
5
SG
5
StoneX Group
New York
$11.5M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$383K
2
KP
2
Keel Point
Alabama
$23.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13M
4
Bank of America
4
Bank of America
North Carolina
$247M
5
CI
5
CX Institutional
Indiana
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$1.36M 9,676 +4,664 +93%
NFG
102
Next Financial Group
Texas
$1.34M 9,580 +825 +9%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$1.33M 9,456 +597 +7%
MA
104
Mutual Advisors
Nebraska
$1.32M 9,439 +1,374 +17%
GWM
105
Geneos Wealth Management
Colorado
$1.31M 8,870 +155 +2%
PG
106
Proffitt & Goodson
Tennessee
$1.3M 9,276 +1,235 +15%
BJ
107
Brouwer & Janachowski
California
$1.3M 9,266 -36 -0.4%
LPT
108
Legacy Private Trust
Wisconsin
$1.27M 9,053 -80 -0.9%
WCAMG
109
Woodard & Company Asset Management Group
North Carolina
$1.22M 8,720 -2,171 -20%
AIP
110
Almanack Investment Partners
Pennsylvania
$1.19M 8,495 +8,495 New
UBS AM
111
UBS AM
Illinois
$1.08M 8,070 – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$1.07M 7,636 +13 +0.2%
KAS
113
Kestra Advisory Services
Texas
$1.07M 7,617 -17,155 -69%
IFG
114
Investors Financial Group
Minnesota
$1.04M 7,435 +1,045 +16%
ML
115
McAdam LLC
Pennsylvania
$1.01M 7,214 +16 +0.2%
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$1M 7,134 -1,992 -22%
WFA
117
West Financial Advisors
Iowa
$990K 7,063 – –
APSP
118
Asset Planning Services (Pennsylvania)
Pennsylvania
$987K 7,042 -634 -8%
US Bancorp
119
US Bancorp
Minnesota
$985K 7,026 -608 -8%
Deutsche Bank
120
Deutsche Bank
Germany
$983K 7,008 +7,008 New
AAS
121
Avantax Advisory Services
Texas
$972K 6,942 +228 +3%
SC
122
Savant Capital
Illinois
$963K 6,864 -500 -7%
GC
123
Gibson Capital
Pennsylvania
$839K 5,990 – –
W
124
WealthOne
New York
$822K 5,865 -45 -0.8%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$804K 5,736 +1,427 +33%
3 4
5
6 7