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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

201 hedge funds and large institutions have $1.27B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+19
Holders Change %
+10.44%
% of All Funds
4.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.27%
New
34
Increased
77
Reduced
48
Closed
15
Calls
$1.07M
Puts
$306K
Net Calls
+$760K
Net Calls Change
-$437K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
Bank of America
2
Bank of America
North Carolina
$199M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25M
4
KP
4
Keel Point
Alabama
$23.1M
5
GEM
5
Global Endowment Management
North Carolina
$154M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$25M
2
WCAMG
2
Woodard & Company Asset Management Group
North Carolina
$1.45M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.5M
4
DWM
4
Darwin Wealth Management
Florida
$0
5
BSAM
5
Blue Sky Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
126
Rehmann Capital Advisory Group
Michigan
$363K +$7.77K +71 +2%
MFW
127
Mosaic Family Wealth
Missouri
$347K – – –
BRWM
128
B. Riley Wealth Management
Tennessee
$341K +$4.16K +38 +1%
EWM
129
Empirical Wealth Management
Washington
$341K +$341K +3,116 New
ACI
130
Alpha Cubed Investments
California
$321K – – –
FAIM
131
Financial Advocates Investment Management
Washington
$312K +$312K +2,850 New
NAMP
132
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$293K – – –
BWM
133
Baystate Wealth Management
Massachusetts
$292K +$1.2K +11 +0.4%
SWA
134
Stratos Wealth Advisors
Ohio
$289K -$106K -965 -27%
BWA
135
Beam Wealth Advisors
Louisiana
$287K -$7.89K -70 -3%
IWM
136
IHT Wealth Management
Illinois
$281K +$1.1K +10 +0.4%
MWA
137
Meridian Wealth Advisors
Texas
$272K – – –
SBIA
138
Sheaff Brock Investment Advisors
Indiana
$270K +$11.5K +105 +4%
SMC
139
Smith, Moore & Co
Missouri
$269K – – –
APA
140
American Portfolios Advisors
New York
$267K +$117K +1,070 +78%
BSW
141
Buckingham Strategic Wealth
Missouri
$267K +$267K +2,435 New
MS
142
Madden Securities
Texas
$265K +$265K +2,425 New
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$256K +$149K +1,361 +140%
PSUF
144
People's United Financial
Connecticut
$255K – – –
SIM
145
Stratos Investment Management
Ohio
$253K – – –
CIA
146
Compass Ion Advisors
Pennsylvania
$251K +$251K +2,296 New
BAM
147
Belpointe Asset Management
Nevada
$249K +$71.2K +650 +40%
FCA
148
FLC Capital Advisors
California
$249K +$249K +2,209 New
SS
149
Simplicity Solutions
Minnesota
$226K +$226K +2,065 New
Vanguard Group
150
Vanguard Group
Pennsylvania
$225K +$225K +2,054 New
4 5
6
7 8