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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

257 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+11
Holders Change %
+4.47%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
28
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$626K

Top Buyers

1
GEM
Global Endowment Management
North Carolina
$213M
2
MWM
Merriman Wealth Management
Washington
$17.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$68.5M
4
AWM
AE Wealth Management
Kansas
$9.77M
5
SG
StoneX Group
New York
$11.5M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$383K
2
KP
Keel Point
Alabama
$23.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$13M
4
Bank of America
Bank of America
North Carolina
$247M
5
CI
CX Institutional
Indiana
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
126
RWA Wealth Partners
Massachusetts
$774K – – –
SNB
127
Security National Bank
Nebraska
$736K – – –
SQA
128
Simon Quick Advisors
New Jersey
$675K +$83.8K +598 +14%
ANTB
129
AMG National Trust Bank
Colorado
$672K – – –
SWP
130
Stratos Wealth Partners
Ohio
$651K – – –
CCA
131
Checchi Capital Advisers
California
$629K +$5.89K +42 +0.9%
TA
132
TrueWealth Advisors
Alabama
$629K +$195K +1,330 +45%
CPA
133
Capital Planning Advisors
California
$624K -$53.3K -380 -8%
UWM
134
USAdvisors Wealth Management
Minnesota
$610K +$36K +257 +6%
CMBA
135
C.M. Bidwell & Associates
Hawaii
$595K -$41.6K -297 -7%
EVM
136
Eaton Vance Management
Massachusetts
$589K – – –
PA
137
PFG Advisors
Arizona
$577K +$17.5K +125 +3%
CP
138
Capital Planning
Washington
$574K – – –
NL
139
NWAM LLC
Washington
$549K +$549K +3,916 New
ASN
140
Advisory Services Network
Georgia
$542K – – –
FPGK
141
Financial Partners Group (Kansas)
Kansas
$542K +$8.41K +60 +2%
GM
142
GeoWealth Management
Illinois
$535K +$81.6K +581 +18%
C1AG
143
Client 1st Advisory Group
Florida
$528K -$22.9K -163 -4%
SSWM
144
Sheets Smith Wealth Management
North Carolina
$519K – – –
SCM
145
SOL Capital Management
Maryland
$509K -$28K -200 -5%
SBIA
146
Sheaff Brock Investment Advisors
Indiana
$496K +$3.5K +25 +0.7%
Goldman Sachs
147
Goldman Sachs
New York
$490K +$490K +3,491 New
CWM
148
Cranbrook Wealth Management
Michigan
$471K – – –
RCAG
149
Rehmann Capital Advisory Group
Michigan
$462K – – –
RWA
150
River Wealth Advisors
Pennsylvania
$457K – – –
4 5
6
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