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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 %
Franklin Resources
101
Franklin Resources
California
$2.04M +$154K +983 +8%
SB
102
Strategic Blueprint
Georgia
$2.04M +$2.04M +13,039 New
VA
103
Valmark Advisers
Ohio
$1.99M +$203K +1,295 +11%
RCS
104
Retirement Capital Strategies
California
$1.99M +$1.99M +12,728 New
BPA
105
Beacon Pointe Advisors
California
$1.95M -$283K -1,810 -13%
TAM
106
Tocqueville Asset Management
New York
$1.9M – – –
SFG
107
SNS Financial Group
Minnesota
$1.81M +$142K +908 +9%
MGIA
108
Matthew Goff Investment Advisor
Texas
$1.77M – – –
AWM
109
Aspire Wealth Management
Massachusetts
$1.75M +$29.9K +191 +2%
Lido Advisors
110
Lido Advisors
California
$1.74M -$77K -492 -4%
MSFS
111
Main Street Financial Solutions
Pennsylvania
$1.74M +$782 +5 +0%
FA
112
FDx Advisors
Illinois
$1.7M -$19.3M -123,067 -92%
Stifel Financial
113
Stifel Financial
Missouri
$1.65M -$338K -2,161 -17%
TFS
114
Thoroughbred Financial Services
Tennessee
$1.62M +$469 +3 +0%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.61M +$111K +707 +7%
LFAS
116
Level Four Advisory Services
Texas
$1.6M +$169K +1,079 +12%
CAC
117
Certified Advisory Corp
Florida
$1.57M -$193K -1,233 -11%
Cerity Partners
118
Cerity Partners
New York
$1.54M -$82.6K -528 -5%
SC
119
Savant Capital
Illinois
$1.53M – – –
NFG
120
Nations Financial Group
Iowa
$1.48M +$3.44K +22 +0.2%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$1.47M -$517K -3,306 -26%
CL
122
Cabana LLC
Arkansas
$1.42M +$1.42M +9,058 New
UWM
123
USAdvisors Wealth Management
Minnesota
$1.39M +$49K +313 +4%
HWA
124
Heartwood Wealth Advisors
Virginia
$1.38M – – –
AA
125
Ancora Advisors
Ohio
$1.38M +$469 +3 +0%
3 4
5
6 7