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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.78B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
–
Holders Change %
0%
% of All Funds
4.88%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
32
Increased
92
Reduced
100
Closed
26
Calls
$1.09M
Puts
$873K
Net Calls
+$217K
Net Calls Change
-$220K

Top Buyers

1
EWA
EP Wealth Advisors
California
$44.7M
2
OPS
Orion Portfolio Solutions
Nebraska
$29M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
$45.2M
4
IC
IEQ Capital
California
$25M
5
AI
Atria Investments
North Carolina
$5.25M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$54.1M
2
NYLIM
New York Life Investment Management
New York
$59.4M
3
AssetMark Inc
AssetMark Inc
California
$0
4
Truist Financial
Truist Financial
North Carolina
$26.4M
5
Bank of America
Bank of America
North Carolina
$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
126
Salem Investment Counselors
North Carolina
$1.08M +$57.5K +402 +6%
MG
127
Mather Group
Illinois
$1.04M +$15.3K +107 +1%
CCA
128
Checchi Capital Advisers
California
$972K +$49K +342 +5%
SPIA
129
Steward Partners Investment Advisory
New York
$962K +$64K +447 +7%
SWA
130
Strategies Wealth Advisors
Michigan
$952K +$3.15K +22 +0.3%
WFAG
131
Wescott Financial Advisory Group
Pennsylvania
$948K +$31.9K +223 +3%
WCAMG
132
Woodard & Company Asset Management Group
North Carolina
$899K -$4.58K -32 -0.5%
AAS
133
Ameritas Advisory Services
Nebraska
$838K +$13.5K +94 +2%
ML
134
McAdam LLC
Pennsylvania
$832K -$155K -1,082 -16%
ASFA
135
All Season Financial Advisors
Colorado
$822K +$16.3K +114 +2%
MA
136
MJP Associates
Connecticut
$818K +$859 +6 +0.1%
W
137
WealthOne
New York
$815K -$15.6K -109 -2%
SQA
138
Simon Quick Advisors
New Jersey
$801K +$3.01K +21 +0.4%
AFS
139
Annapolis Financial Services
Maryland
$780K +$780K +5,450 New
ANTB
140
AMG National Trust Bank
Colorado
$777K -$40.8K -285 -5%
HI
141
Harbour Investments
Wisconsin
$758K -$203K -1,415 -21%
VNA
142
Valley National Advisers
Pennsylvania
$722K – – –
FAIM
143
Financial Advocates Investment Management
Washington
$712K +$29.2K +204 +4%
AC
144
Avestar Capital
New York
$711K -$17.2K -120 -2%
SSB
145
Sandy Spring Bank
Maryland
$711K -$150K -1,046 -17%
EA
146
Eudaimonia Advisors
Tennessee
$703K -$15.9K -111 -2%
VWM
147
Venturi Wealth Management
Texas
$698K – – –
BAM
148
Belpointe Asset Management
Nevada
$666K -$39.1K -273 -6%
GC
149
Gibson Capital
Pennsylvania
$653K – – –
WIA
150
World Investment Advisors
California
$624K +$36.9K +258 +6%
4 5
6
7 8