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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

375 hedge funds and large institutions have $2.47B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 14 closing their positions.

Holders
375
Holders Change
+50
Holders Change %
+15.38%
% of All Funds
5.5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
68
Increased
127
Reduced
96
Closed
14
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$245M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.4M
3
AC
3
Apella Capital
Connecticut
$41.8M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$15M
5
Truist Financial
5
Truist Financial
North Carolina
$55.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
EFG
2
Ethos Financial Group
Pennsylvania
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$35M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
CB
5
Cadence Bank
Mississippi
$71.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
101
Jackson Wealth Management
Florida
$3.14M 18,528 -449 -2%
CCM
102
Coldstream Capital Management
Washington
$2.98M 17,629 +1,441 +9%
AWS
103
Atria Wealth Solutions
New York
$2.92M 17,239 -1,626 -9%
MFA
104
McClarren Financial Advisors
Pennsylvania
$2.91M 17,199 -297 -2%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$2.9M 17,115 +889 +5%
BMM
106
Berkshire Money Management
Massachusetts
$2.76M 16,287 +16,287 New
LSIA
107
LaSalle St. Investment Advisors
Illinois
$2.75M 1,627 – –
PA
108
Parallel Advisors
California
$2.75M 16,237 +1,156 +8%
PAS
109
Park Avenue Securities
New York
$2.74M 16,204 -151 -0.9%
AAS
110
Avantax Advisory Services
Texas
$2.73M 16,130 +1,740 +12%
1WM
111
1900 Wealth Management
Texas
$2.64M 15,600 -69 -0.4%
HAS
112
HBW Advisory Services
California
$2.57M 15,174 +4,575 +43%
UWM
113
USAdvisors Wealth Management
Minnesota
$2.54M 14,980 +5,049 +51%
LWL
114
Leo Wealth LLC
Texas
$2.53M 13,843 +13,843 New
KPWS
115
Kestra Private Wealth Services
Texas
$2.5M 14,787 -1,475 -9%
HWA
116
Hilltop Wealth Advisors
North Carolina
$2.47M 14,564 -354 -2%
ACS
117
Archford Capital Strategies
Illinois
$2.46M 14,540 +14,540 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$2.39M 14,116 +7,927 +128%
RCS
119
Retirement Capital Strategies
California
$2.38M 14,066 +975 +7%
HAG
120
HF Advisory Group
Maryland
$2.36M 13,970 +503 +4%
BAMG
121
Brand Asset Management Group
Missouri
$2.36M 13,934 -155 -1%
TFS
122
Thoroughbred Financial Services
Tennessee
$2.25M 13,320 -103 -0.8%
Franklin Resources
123
Franklin Resources
California
$2.21M 13,042 – –
VA
124
Valmark Advisers
Ohio
$2.16M 12,743 – –
Mariner
125
Mariner
Kansas
$2.15M 12,720 +10,025 +372%
3 4
5
6 7