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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

267 hedge funds and large institutions have $1.87B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
24
Increased
93
Reduced
79
Closed
11
Calls
$587K
Puts
$761K
Net Calls
-$174K
Net Calls Change
-$1.02M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$42.9M
2
BFA
Beaumont Financial Advisors
Massachusetts
$17.2M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$9.67M
4
RJA
Raymond James & Associates
Florida
$16.5M
5
CW
CreativeOne Wealth
Kansas
$23.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.3M
2
GEM
Global Endowment Management
North Carolina
$203M
3
MWM
Merriman Wealth Management
Washington
$706K
4
HWA
Heartwood Wealth Advisors
Virginia
$1.36M
5
Creative Planning
Creative Planning
Kansas
$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Accurate Wealth Management
Florida
$869K +$869K +5,702 New
RWP
127
RWA Wealth Partners
Massachusetts
$841K – – –
BCM
128
Brookstone Capital Management
Illinois
$806K +$578K +3,726 +253%
SNB
129
Security National Bank
Nebraska
$800K – – –
SPIA
130
Steward Partners Investment Advisory
New York
$782K -$692K -4,544 -47%
GM
131
GeoWealth Management
Illinois
$777K +$196K +1,289 +34%
SQA
132
Simon Quick Advisors
New Jersey
$757K +$23.4K +154 +3%
ANTB
133
AMG National Trust Bank
Colorado
$730K – – –
SWP
134
Stratos Wealth Partners
Ohio
$707K – – –
MWM
135
Merriman Wealth Management
Washington
$706K -$18.7M -123,037 -96%
BAM
136
Belpointe Asset Management
Nevada
$704K +$281K +1,844 +66%
SWM
137
Sugarloaf Wealth Management
Georgia
$700K +$2.13K +14 +0.3%
GC
138
Gibson Capital
Pennsylvania
$694K -$218K -1,430 -24%
CCA
139
Checchi Capital Advisers
California
$657K -$26.2K -172 -4%
SPC
140
Sigma Planning Corp
Michigan
$653K -$1.46M -9,575 -69%
EVM
141
Eaton Vance Management
Massachusetts
$640K – – –
CP
142
Capital Planning
Washington
$624K – – –
PA
143
PFG Advisors
Arizona
$620K -$6.85K -45 -1%
FPGK
144
Financial Partners Group (Kansas)
Kansas
$590K +$762 +5 +0.1%
ASN
145
Advisory Services Network
Georgia
$589K – – –
TA
146
TrueWealth Advisors
Alabama
$575K -$80K -525 -12%
SSWM
147
Sheets Smith Wealth Management
North Carolina
$564K – – –
SBIA
148
Sheaff Brock Investment Advisors
Indiana
$542K +$3.05K +20 +0.6%
SCM
149
SOL Capital Management
Maryland
$539K -$14.5K -95 -3%
C1AG
150
Client 1st Advisory Group
Florida
$530K -$43.7K -287 -8%
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