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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

246 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+30
Holders Change %
+13.89%
% of All Funds
4.36%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
82
Reduced
66
Closed
12
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
-$35K

Top Buyers

1
VFP
Verus Financial Partners
Virginia
$37M
2
NYLIM
New York Life Investment Management
New York
$23.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.35M
4
CW
CreativeOne Wealth
Kansas
$16.7M
5
LPL Financial
LPL Financial
California
$38.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$110M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$21.8M
3
Osaic Holdings
Osaic Holdings
Arizona
$18.7M
4
LIM
Leavell Investment Management
Alabama
$31M
5
Wells Fargo
Wells Fargo
California
$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
126
AMG National Trust Bank
Colorado
$639K +$20.7K +155 +3%
SWP
127
Stratos Wealth Partners
Ohio
$619K – – –
SWM
128
Sugarloaf Wealth Management
Georgia
$609K +$2.8K +21 +0.5%
CMBA
129
C.M. Bidwell & Associates
Hawaii
$606K -$22.8K -171 -4%
CCA
130
Checchi Capital Advisers
California
$593K -$161K -1,204 -21%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$575K +$57.1K +428 +11%
SQA
132
Simon Quick Advisors
New Jersey
$563K +$563K +4,221 New
EVM
133
Eaton Vance Management
Massachusetts
$560K +$560K +4,200 New
UWM
134
USAdvisors Wealth Management
Minnesota
$546K -$192K -1,440 -26%
CP
135
Capital Planning
Washington
$546K +$546K +4,095 New
BWM
136
BCGM Wealth Management
Indiana
$535K +$535K +3,827 New
AWM
137
AE Wealth Management
Kansas
$533K -$146K -1,096 -22%
PA
138
PFG Advisors
Arizona
$533K – – –
SI
139
Stephens Inc
Arkansas
$527K -$571K -4,280 -52%
PA
140
Procyon Advisors
Connecticut
$526K -$3.32M -24,832 -86%
C1AG
141
Client 1st Advisory Group
Florida
$525K -$15.8K -118 -3%
FPGK
142
Financial Partners Group (Kansas)
Kansas
$521K -$26K -190 -5%
ASN
143
Advisory Services Network
Georgia
$516K – – –
SCM
144
SOL Capital Management
Maryland
$511K +$6K +45 +1%
SSWM
145
Sheets Smith Wealth Management
North Carolina
$494K – – –
SBIA
146
Sheaff Brock Investment Advisors
Indiana
$469K +$6.67K +50 +1%
CWM
147
Cranbrook Wealth Management
Michigan
$448K +$448K +3,359 New
RCAG
148
Rehmann Capital Advisory Group
Michigan
$440K -$2.27K -17 -0.5%
RWA
149
River Wealth Advisors
Pennsylvania
$435K -$53.4K -400 -11%
M&T Bank
150
M&T Bank
New York
$432K +$29K +217 +7%
4 5
6
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