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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

246 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+30
Holders Change %
+13.89%
% of All Funds
4.36%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
82
Reduced
66
Closed
12
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
-$35K

Top Buyers

1
VFP
Verus Financial Partners
Virginia
$37M
2
NYLIM
New York Life Investment Management
New York
$23.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.35M
4
CW
CreativeOne Wealth
Kansas
$16.7M
5
LPL Financial
LPL Financial
California
$38.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$110M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$21.8M
3
Osaic Holdings
Osaic Holdings
Arizona
$18.7M
4
LIM
Leavell Investment Management
Alabama
$31M
5
Wells Fargo
Wells Fargo
California
$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
151
GeoWealth Management
Illinois
$429K +$257K +1,931 +149%
MFW
152
Mosaic Family Wealth
Missouri
$423K – – –
SFP
153
Strategic Financial Partners
Oregon
$414K +$1.2K +9 +0.3%
SIC
154
Salem Investment Counselors
North Carolina
$404K -$36.1K -270 -8%
TA
155
TrueWealth Advisors
Alabama
$400K +$400K +2,967 New
ACI
156
Alpha Cubed Investments
California
$392K – – –
FAIM
157
Financial Advocates Investment Management
Washington
$386K -$5.62K -42 -1%
BWM
158
Baystate Wealth Management
Massachusetts
$359K +$1.6K +12 +0.4%
DWMG
159
DB Wealth Management Group
California
$359K +$359K +2,693 New
NAMP
160
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$357K – – –
PFA
161
Pathway Financial Advisors
Vermont
$345K – – –
IWM
162
IHT Wealth Management
Illinois
$345K +$1.6K +12 +0.5%
BAM
163
Belpointe Asset Management
Nevada
$340K +$10.8K +81 +3%
BWA
164
Beam Wealth Advisors
Louisiana
$334K -$5.33K -40 -2%
MWA
165
Meridian Wealth Advisors
Texas
$332K – – –
APA
166
American Portfolios Advisors
New York
$324K -$45.2K -339 -12%
TIAM2
167
Tru Independence Asset Management 2
Oregon
$315K +$315K +2,360 New
FSWA
168
Financial Synergies Wealth Advisors
Texas
$314K -$4.14K -31 -1%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$312K – – –
PSUF
170
People's United Financial
Connecticut
$311K – – –
Fisher Asset Management
171
Fisher Asset Management
Washington
$309K +$79.5K +595 +35%
SWA
172
Stratos Wealth Advisors
Ohio
$304K -$40.3K -302 -12%
BSW
173
Buckingham Strategic Wealth
Missouri
$297K – – –
JIC
174
Joel Isaacson & Co
New York
$295K +$1.2K +9 +0.4%
FPF
175
First Pacific Financial
Washington
$295K +$1.34K +10 +0.5%
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