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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

325 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.18%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
114
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$20.1M
2
EFG
Ethos Financial Group
Pennsylvania
$6.48M
3
BFG
Buttonwood Financial Group
Missouri
$5.99M
4
Ameriprise
Ameriprise
Minnesota
$63.7M
5
AC
Apella Capital
Connecticut
$23.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
$258K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$64.3M
3
Bank of America
Bank of America
North Carolina
$226M
4
Goldman Sachs
Goldman Sachs
New York
$0
5
CA
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
126
Heartwood Wealth Advisors
Virginia
$1.47M +$123K +810 +9%
NFG
127
Nations Financial Group
Iowa
$1.44M +$7.29K +48 +0.5%
Wealthfront Advisers
128
Wealthfront Advisers
California
$1.36M +$353K +2,327 +35%
Stifel Financial
129
Stifel Financial
Missouri
$1.31M -$285K -1,876 -18%
WB
130
WesBanco Bank
West Virginia
$1.28M +$1.28M +8,435 New
LPT
131
Legacy Private Trust
Wisconsin
$1.24M -$2.28K -15 -0.2%
SIC
132
Salem Investment Counselors
North Carolina
$1.2M +$4.56K +30 +0.4%
AA
133
Ancora Advisors
Ohio
$1.18M -$158K -1,039 -12%
FFL
134
Financial Freedom LLC
Ohio
$1.17M -$13.2K -87 -1%
Prudential Financial
135
Prudential Financial
New Jersey
$1.07M +$463K +3,048 +77%
MG
136
Mather Group
Illinois
$1.06M -$49.5K -326 -4%
SPIA
137
Steward Partners Investment Advisory
New York
$1.05M +$26.9K +177 +3%
PG
138
Proffitt & Goodson
Tennessee
$1.04M – – –
WFAG
139
Wescott Financial Advisory Group
Pennsylvania
$1.01M +$3.65K +24 +0.4%
CCA
140
Checchi Capital Advisers
California
$1M -$4.56K -30 -0.5%
WCAMG
141
Woodard & Company Asset Management Group
North Carolina
$961K +$7.44K +49 +0.8%
SQA
142
Simon Quick Advisors
New Jersey
$959K +$42.7K +281 +5%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$940K -$8.35K -55 -0.9%
AAS
144
Ameritas Advisory Services
Nebraska
$909K +$219K +1,429 +32%
TA
145
TrueWealth Advisors
Alabama
$900K -$15.5K -102 -2%
SWA
146
Strategies Wealth Advisors
Michigan
$874K -$74.3K -489 -8%
MA
147
MJP Associates
Connecticut
$862K -$6.99K -46 -0.8%
AO
148
Advisor OS
Illinois
$862K +$51.5K +339 +6%
ML
149
McAdam LLC
Pennsylvania
$860K -$7.44K -49 -0.9%
ANTB
150
AMG National Trust Bank
Colorado
$825K – – –
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6
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