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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+23
Holders Change %
+8.16%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
-$1.2M

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$26.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.7M
3
UBS Group
UBS Group
Switzerland
$50.1M
4
CAN
Cetera Advisor Networks
California
$8.25M
5
NYLIM
New York Life Investment Management
New York
$62.3M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$41.1M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
3
Bank of America
Bank of America
North Carolina
$196M
4
Truist Financial
Truist Financial
North Carolina
$29.5M
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
126
Mather Group
Illinois
$952K -$787K -5,944 -45%
SIC
127
Salem Investment Counselors
North Carolina
$945K +$164K +1,235 +21%
Jane Street
128
Jane Street
New York
$935K +$534K +4,030 +133%
Northern Trust
129
Northern Trust
Illinois
$906K +$431K +3,253 +91%
HI
130
Harbour Investments
Wisconsin
$889K -$290K -2,191 -25%
SWA
131
Strategies Wealth Advisors
Michigan
$878K +$878K +6,631 New
CCA
132
Checchi Capital Advisers
California
$853K +$213K +1,605 +33%
WFAG
133
Wescott Financial Advisory Group
Pennsylvania
$847K -$2.78K -21 -0.3%
WCAMG
134
Woodard & Company Asset Management Group
North Carolina
$836K +$132 +1 +0%
SPIA
135
Steward Partners Investment Advisory
New York
$831K -$3.97K -30 -0.5%
SSB
136
Sandy Spring Bank
Maryland
$796K -$95.7K -723 -11%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$787K -$3.91M -29,540 -83%
W
138
WealthOne
New York
$768K +$265 +2 +0%
VA
139
Valmark Advisers
Ohio
$761K +$761K +5,750 New
AAS
140
Ameritas Advisory Services
Nebraska
$761K +$432K +3,263 +131%
BCM
141
Brookstone Capital Management
Illinois
$761K -$26.1K -195 -3%
ANTB
142
AMG National Trust Bank
Colorado
$757K +$13.9K +105 +2%
MA
143
MJP Associates
Connecticut
$756K +$11.8K +89 +2%
ASFA
144
All Season Financial Advisors
Colorado
$746K +$746K +5,632 New
SQA
145
Simon Quick Advisors
New Jersey
$738K +$6.75K +51 +0.9%
DT
146
Diversified Trust
Tennessee
$695K – – –
OPS
147
Orion Portfolio Solutions
Nebraska
$690K +$378K +2,858 +122%
VNA
148
Valley National Advisers
Pennsylvania
$682K – – –
RWA
149
River Wealth Advisors
Pennsylvania
$675K +$359K +2,712 +114%
AC
150
Avestar Capital
New York
$674K +$674K +5,090 New
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