MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

325 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 101 reducing their positions, and 24 closing their positions.

Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.18%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
114
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.1M
2
EFG
2
Ethos Financial Group
Pennsylvania
$6.48M
3
BFG
3
Buttonwood Financial Group
Missouri
$5.99M
4
Ameriprise
4
Ameriprise
Minnesota
$63.7M
5
AC
5
Apella Capital
Connecticut
$23.3M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$258K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.3M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
CA
5
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$2.19M +$134K +880 +7%
BAMG
102
Brand Asset Management Group
Missouri
$2.14M – – –
IAA
103
Independent Advisor Alliance
North Carolina
$2.12M – – –
HAG
104
HF Advisory Group
Maryland
$2.05M -$66.4K -436 -3%
TFS
105
Thoroughbred Financial Services
Tennessee
$2.04M +$465K +3,065 +30%
RCS
106
Retirement Capital Strategies
California
$1.99M +$55.1K +363 +3%
Franklin Resources
107
Franklin Resources
California
$1.98M – – –
Lazard Asset Management
108
Lazard Asset Management
New York
$1.94M -$186K -1,225 -9%
VA
109
Valmark Advisers
Ohio
$1.94M – – –
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$1.92M +$1.92M +12,607 New
TAM
111
Tocqueville Asset Management
New York
$1.84M – – –
Lido Advisors
112
Lido Advisors
California
$1.72M +$31K +204 +2%
MGIA
113
Matthew Goff Investment Advisor
Texas
$1.72M – – –
AWM
114
Aspire Wealth Management
Massachusetts
$1.7M +$5.16K +34 +0.3%
SFG
115
SNS Financial Group
Minnesota
$1.7M -$53.2K -350 -3%
HAS
116
HBW Advisory Services
California
$1.61M -$594K -3,910 -27%
FA
117
FDx Advisors
Illinois
$1.56M -$81.8K -539 -5%
LFAS
118
Level Four Advisory Services
Texas
$1.55M -$3.19K -21 -0.2%
Renaissance Technologies
119
Renaissance Technologies
New York
$1.55M +$911K +6,000 +143%
BFA
120
Buttonwood Financial Advisors
Maryland
$1.51M +$384K +2,529 +34%
UWM
121
USAdvisors Wealth Management
Minnesota
$1.51M +$165K +1,084 +12%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$1.5M +$74K +487 +5%
MSFS
123
Main Street Financial Solutions
Pennsylvania
$1.5M -$188K -1,237 -11%
SC
124
Savant Capital
Illinois
$1.48M – – –
CAC
125
Certified Advisory Corp
Florida
$1.47M -$57.6K -379 -4%
3 4
5
6 7