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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

419 hedge funds and large institutions have $2.89B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+12
Holders Change %
+2.95%
% of All Funds
6.1%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
46
Increased
135
Reduced
113
Closed
26
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$1.58M

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$29.3M
2
Bank of America
2
Bank of America
North Carolina
$313M
3
AC
3
Apella Capital
Connecticut
$77.8M
4
WA
4
Win Advisors
Florida
$12M
5
NYLIM
5
New York Life Investment Management
New York
$119M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$296K
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$3.27M
3
GM
3
GeoWealth Management
Illinois
$4.02M
4
EE
4
EWG Elevate
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
DK
126
David Kennon
Florida
$2.41M +$57K +289 +2%
TAM
127
Tocqueville Asset Management
New York
$2.41M +$19.7K +100 +0.8%
HAS
128
HBW Advisory Services
California
$2.41M -$582K -2,951 -19%
ACA
129
Aptus Capital Advisors
Alabama
$2.4M -$6.31K -32 -0.3%
Lazard Asset Management
130
Lazard Asset Management
New York
$2.26M -$1.58K -8 -0.1%
MGIA
131
Matthew Goff Investment Advisor
Texas
$2.23M – – –
AWM
132
Aspire Wealth Management
Massachusetts
$2.19M – – –
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$2.16M +$1.35M +6,749 +167%
WWG
134
West Wealth Group
California
$2.13M +$251K +1,271 +13%
CCM
135
Colorado Capital Management
Colorado
$2.05M +$1.34M +6,803 +189%
Cerity Partners
136
Cerity Partners
New York
$2.04M -$15.8K -80 -0.8%
LFAS
137
Level Four Advisory Services
Texas
$2.03M -$104K -525 -5%
GC
138
Guidance Capital
Kentucky
$1.99M +$1.09M +5,494 +121%
JWM
139
Jackson Wealth Management
Florida
$1.96M -$1.73M -8,789 -47%
SC
140
Savant Capital
Illinois
$1.93M – – –
HWA
141
Heartwood Wealth Advisors
Virginia
$1.9M -$2.17K -11 -0.1%
BFA
142
Buttonwood Financial Advisors
Maryland
$1.89M +$18.3K +93 +1%
HR
143
Hardy Reed
Mississippi
$1.85M +$1.85M +9,400 New
NA
144
NewEdge Advisors
Louisiana
$1.85M -$33.1K -168 -2%
DAS
145
Dynamic Advisor Solutions
Arizona
$1.85M -$1.85M -9,383 -50%
NFG
146
Nations Financial Group
Iowa
$1.84M -$12.6K -64 -0.7%
CL
147
Choreo LLC
Illinois
$1.82M – – –
Prudential Financial
148
Prudential Financial
New Jersey
$1.81M -$20.3K -103 -1%
CAC
149
Certified Advisory Corp
Florida
$1.81M +$14.4K +73 +0.8%
MSFS
150
Main Street Financial Solutions
Pennsylvania
$1.8M -$96.3K -488 -5%
4 5
6
7 8