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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

375 hedge funds and large institutions have $2.47B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+50
Holders Change %
+15.38%
% of All Funds
5.5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
68
Increased
127
Reduced
96
Closed
14
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$245M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.4M
3
AC
3
Apella Capital
Connecticut
$41.8M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$15M
5
Truist Financial
5
Truist Financial
North Carolina
$55.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
EFG
2
Ethos Financial Group
Pennsylvania
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$35M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
CB
5
Cadence Bank
Mississippi
$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$2.07M +$397K +2,348 +24%
TAM
127
Tocqueville Asset Management
New York
$2.05M – – –
Wealthfront Advisers
128
Wealthfront Advisers
California
$2M +$481K +2,839 +32%
Lazard Asset Management
129
Lazard Asset Management
New York
$1.98M -$181K -1,071 -8%
MGIA
130
Matthew Goff Investment Advisor
Texas
$1.91M – – –
SFG
131
SNS Financial Group
Minnesota
$1.89M -$7.62K -45 -0.4%
AWM
132
Aspire Wealth Management
Massachusetts
$1.88M -$16.8K -99 -0.9%
Lido Advisors
133
Lido Advisors
California
$1.88M -$42.8K -253 -2%
LFAS
134
Level Four Advisory Services
Texas
$1.83M +$96.1K +568 +6%
Cerity Partners
135
Cerity Partners
New York
$1.8M +$1.8M +10,649 New
MSFS
136
Main Street Financial Solutions
Pennsylvania
$1.67M -$3.05K -18 -0.2%
BFA
137
Buttonwood Financial Advisors
Maryland
$1.65M -$27.8K -164 -2%
SC
138
Savant Capital
Illinois
$1.65M – – –
CAC
139
Certified Advisory Corp
Florida
$1.64M +$1.35K +8 +0.1%
HWA
140
Heartwood Wealth Advisors
Virginia
$1.64M – – –
NFG
141
Nations Financial Group
Iowa
$1.62M +$10.5K +62 +0.7%
BFG
142
Beacon Financial Group
Texas
$1.61M +$1.61M +9,484 New
CFG
143
CMC Financial Group
Georgia
$1.58M +$1.58M +9,291 New
CCA
144
Checchi Capital Advisers
California
$1.58M +$466K +2,752 +42%
CL
145
Choreo LLC
Illinois
$1.55M +$1.55M +9,165 New
WB
146
WesBanco Bank
West Virginia
$1.43M -$2.03K -12 -0.1%
Prudential Financial
147
Prudential Financial
New Jersey
$1.41M +$220K +1,301 +19%
FA
148
FDx Advisors
Illinois
$1.38M -$360K -2,126 -21%
LPT
149
Legacy Private Trust
Wisconsin
$1.38M – – –
SIC
150
Salem Investment Counselors
North Carolina
$1.37M +$24.5K +145 +2%
4 5
6
7 8