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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 Holding Trade Value Shares
Change 		Shares
Change %
1WM
101
1900 Wealth Management
Texas
$2.91M -$3.18K -17 -0.1%
PCA
102
Prosperity Capital Advisors
Ohio
$2.89M +$2.51M +13,438 +657%
PAS
103
Park Avenue Securities
New York
$2.86M -$168K -900 -6%
ACS
104
Archford Capital Strategies
Illinois
$2.72M +$1.68K +9 +0.1%
HWA
105
Hilltop Wealth Advisors
North Carolina
$2.68M -$42.2K -226 -2%
VA
106
Valmark Advisers
Ohio
$2.63M +$248K +1,329 +10%
IAA
107
Independent Advisor Alliance
North Carolina
$2.61M -$2.6M -13,905 -50%
RCS
108
Retirement Capital Strategies
California
$2.61M -$23.4K -125 -0.9%
BAMG
109
Brand Asset Management Group
Missouri
$2.6M – – –
HAG
110
HF Advisory Group
Maryland
$2.6M -$11.2K -60 -0.4%
LWL
111
Leo Wealth LLC
Texas
$2.59M +$4.67K +25 +0.2%
HAS
112
HBW Advisory Services
California
$2.57M – – –
KPWS
113
Kestra Private Wealth Services
Texas
$2.47M -$288K -1,543 -10%
Franklin Resources
114
Franklin Resources
California
$2.44M – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$2.41M -$228K -1,220 -9%
Mariner
116
Mariner
Kansas
$2.41M +$30.6K +164 +1%
ONB
117
Old National Bancorp
Indiana
$2.36M -$1.6M -8,540 -40%
Jane Street
118
Jane Street
New York
$2.35M +$2.35M +12,600 New
CCFM
119
Clear Creek Financial Management
Washington
$2.33M -$1.23M -6,572 -35%
ACA
120
Aptus Capital Advisors
Alabama
$2.28M +$2.27M +12,128 +22,883%
TAM
121
Tocqueville Asset Management
New York
$2.27M – – –
DK
122
David Kennon
Florida
$2.23M -$1.62M -8,668 -42%
Lazard Asset Management
123
Lazard Asset Management
New York
$2.14M -$45.2K -242 -2%
MGIA
124
Matthew Goff Investment Advisor
Texas
$2.11M – – –
SFG
125
SNS Financial Group
Minnesota
$2.08M – – –
3 4
5
6 7