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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

407 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+32
Holders Change %
+8.53%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
54
Increased
134
Reduced
117
Closed
16
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
OCM
One Capital Management
California
$30.8M
2
NYLIM
New York Life Investment Management
New York
$102M
3
AC
Apella Capital
Connecticut
$59.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.9M
5
GM
GeoWealth Management
Illinois
$19.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.1M
5
SFS
Security Financial Services
Indiana
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Aspire Wealth Management
Massachusetts
$2.07M -$2.43K -13 -0.1%
AllianceBernstein
127
AllianceBernstein
Tennessee
$2M +$871K +4,663 +77%
Cerity Partners
128
Cerity Partners
New York
$1.94M -$45.4K -243 -2%
MFGM
129
Marshall Financial Group (Maryland)
Maryland
$1.92M -$3.03M -16,217 -61%
TFS
130
Thoroughbred Financial Services
Tennessee
$1.89M -$599K -3,206 -24%
LFAS
131
Level Four Advisory Services
Texas
$1.83M – – –
SC
132
Savant Capital
Illinois
$1.82M – – –
HWA
133
Heartwood Wealth Advisors
Virginia
$1.81M – – –
MSFS
134
Main Street Financial Solutions
Pennsylvania
$1.8M -$41.9K -224 -2%
RFM
135
Royal Fund Management
Florida
$1.79M +$575K +3,076 +47%
NA
136
NewEdge Advisors
Louisiana
$1.78M +$1.19M +6,360 +201%
WWG
137
West Wealth Group
California
$1.78M +$1.78M +9,525 New
BFA
138
Buttonwood Financial Advisors
Maryland
$1.77M -$52.7K -282 -3%
NFG
139
Nations Financial Group
Iowa
$1.75M -$32K -171 -2%
Prudential Financial
140
Prudential Financial
New Jersey
$1.73M +$180K +963 +12%
CASC
141
Coppell Advisory Solutions Corp
Texas
$1.73M +$1.73M +9,279 New
CL
142
Choreo LLC
Illinois
$1.71M – – –
CAC
143
Certified Advisory Corp
Florida
$1.7M -$112K -601 -6%
CCA
144
Checchi Capital Advisers
California
$1.7M -$51.8K -277 -3%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$1.69M -$6.34M -33,937 -79%
CFG
146
CMC Financial Group
Georgia
$1.65M -$85.8K -459 -5%
WB
147
WesBanco Bank
West Virginia
$1.57M – – –
Renaissance Technologies
148
Renaissance Technologies
New York
$1.57M -$1.93M -10,300 -55%
FFL
149
Financial Freedom LLC
Ohio
$1.54M +$117K +627 +8%
SIC
150
Salem Investment Counselors
North Carolina
$1.54M +$30.1K +161 +2%
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