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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

279 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+12
Holders Change %
+4.49%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
71
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K

Top Buyers

1
RJA
Raymond James & Associates
Florida
$38.3M
2
Truist Financial
Truist Financial
North Carolina
$49M
3
GM
GeoWealth Management
Illinois
$19.6M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$19M
5
BFA
Beaumont Financial Advisors
Massachusetts
$33.2M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$144M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.3M
3
Bank of America
Bank of America
North Carolina
$257M
4
BDF
Black Diamond Financial
Maryland
$8.85M
5
CFGS
Concourse Financial Group Securities
Alabama
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
Brookstone Capital Management
Illinois
$888K +$85.1K +551 +11%
FA
127
Fortis Advisors
Pennsylvania
$860K -$720K -4,726 -46%
Citadel Advisors
128
Citadel Advisors
Florida
$845K -$436K -2,858 -34%
RWP
129
RWA Wealth Partners
Massachusetts
$841K – – –
GWM
130
Geneos Wealth Management
Colorado
$840K -$123K -798 -13%
SNB
131
Security National Bank
Nebraska
$800K – – –
SQA
132
Simon Quick Advisors
New Jersey
$794K +$36.7K +241 +5%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$772K -$2.27M -14,918 -75%
BAM
134
Belpointe Asset Management
Nevada
$750K +$45.3K +297 +6%
ANTB
135
AMG National Trust Bank
Colorado
$730K – – –
SPIA
136
Steward Partners Investment Advisory
New York
$728K -$53.8K -353 -7%
CF
137
Centaurus Financial
California
$724K +$427K +2,800 +144%
FA
138
Flagstar Advisors
New York
$719K +$719K +4,703 New
BRWM
139
B. Riley Wealth Management
Tennessee
$718K +$718K +4,713 New
SWM
140
Sugarloaf Wealth Management
Georgia
$700K – – –
GC
141
Gibson Capital
Pennsylvania
$694K – – –
CCA
142
Checchi Capital Advisers
California
$674K +$16.5K +108 +3%
MWM
143
Merriman Wealth Management
Washington
$655K -$51.7K -339 -7%
SPC
144
Sigma Planning Corp
Michigan
$651K -$2.13K -14 -0.3%
TA
145
TrueWealth Advisors
Alabama
$640K +$65.6K +431 +11%
CP
146
Capital Planning
Washington
$626K – – –
GCP
147
GSA Capital Partners
United Kingdom
$623K +$164K +1,079 +36%
PA
148
PFG Advisors
Arizona
$621K – – –
SSWM
149
Sheets Smith Wealth Management
North Carolina
$594K +$30.5K +200 +5%
ASN
150
Advisory Services Network
Georgia
$589K – – –
4 5
6
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