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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K

Top Buyers

1
SWRP
Summit Wealth & Retirement Planning
California
$19.8M
2
NYLIM
New York Life Investment Management
New York
$13.4M
3
HB
Homrich & Berg
Georgia
$6.09M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
$14.5M
5
QA
Quantitative Advantage
Minnesota
$4.75M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$135M
2
VFP
Verus Financial Partners
Virginia
$0
3
HWA
Heartwood Wealth Advisors
Virginia
$16M
4
Morgan Stanley
Morgan Stanley
New York
$114M
5
Bank of America
Bank of America
North Carolina
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
126
Sheets Smith Wealth Management
North Carolina
$444K – – –
RWA
127
River Wealth Advisors
Pennsylvania
$438K +$438K +3,657 New
CC
128
Cassaday & Co
Virginia
$436K -$129K -1,075 -23%
SBIA
129
Sheaff Brock Investment Advisors
Indiana
$415K +$120K +1,000 +41%
RCAG
130
Rehmann Capital Advisory Group
Michigan
$397K – – –
SIC
131
Salem Investment Counselors
North Carolina
$395K -$16.2K -135 -4%
MFW
132
Mosaic Family Wealth
Missouri
$380K – – –
GWM
133
Geneos Wealth Management
Colorado
$372K +$131K +1,112 +54%
SFP
134
Strategic Financial Partners
Oregon
$371K -$61K -509 -14%
M&T Bank
135
M&T Bank
New York
$362K +$362K +3,020 New
PMG
136
ProVise Management Group
Florida
$362K +$362K +3,022 New
ACI
137
Alpha Cubed Investments
California
$352K – – –
FAIM
138
Financial Advocates Investment Management
Washington
$351K +$9.47K +79 +3%
APA
139
American Portfolios Advisors
New York
$332K +$38.6K +322 +13%
NAMP
140
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$321K – – –
BWM
141
Baystate Wealth Management
Massachusetts
$321K +$1.08K +9 +0.3%
PFA
142
Pathway Financial Advisors
Vermont
$309K -$103K -850 -25%
SWA
143
Stratos Wealth Advisors
Ohio
$309K -$7.19K -60 -2%
IWM
144
IHT Wealth Management
Illinois
$309K +$961 +8 +0.3%
BWA
145
Beam Wealth Advisors
Louisiana
$305K – – –
MWA
146
Meridian Wealth Advisors
Texas
$298K – – –
SAM
147
Smithbridge Asset Management
Pennsylvania
$296K -$1.95M -16,240 -87%
BAM
148
Belpointe Asset Management
Nevada
$296K +$23.1K +192 +8%
SMC
149
Smith, Moore & Co
Missouri
$295K – – –
FSWA
150
Financial Synergies Wealth Advisors
Texas
$286K -$433K -3,614 -60%
4 5
6
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