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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

257 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+11
Holders Change %
+4.47%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
28
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$626K

Top Buyers

1
GEM
Global Endowment Management
North Carolina
+$54.4M
2
MWM
Merriman Wealth Management
Washington
+$17.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.3M
4
AWM
AE Wealth Management
Kansas
+$9.21M
5
SG
StoneX Group
New York
+$9M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$8.83M
2
KP
Keel Point
Alabama
-$8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.65M
4
Bank of America
Bank of America
North Carolina
-$5.54M
5
CI
CX Institutional
Indiana
-$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
151
Mosaic Family Wealth
Missouri
$445K – – –
SFP
152
Strategic Financial Partners
Oregon
$436K +$841 +6 +0.2%
SI
153
Stephens Inc
Arkansas
$435K -$119K -850 -22%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$431K +$431K +3,075 New
SIC
155
Salem Investment Counselors
North Carolina
$424K – – –
DWMG
156
DB Wealth Management Group
California
$421K +$43.5K +310 +12%
FAIM
157
Financial Advocates Investment Management
Washington
$416K +$11.5K +82 +3%
BAM
158
Belpointe Asset Management
Nevada
$390K +$32.7K +233 +9%
BFA
159
Beaumont Financial Advisors
Massachusetts
$383K -$8.83M -63,043 -96%
ACI
160
Alpha Cubed Investments
California
$383K -$28.3K -202 -7%
PFA
161
Pathway Financial Advisors
Vermont
$375K – – –
FCA
162
FLC Capital Advisors
California
$368K +$66.7K +476 +22%
MWA
163
Meridian Wealth Advisors
Texas
$349K – – –
NAMP
164
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$347K -$28K -200 -7%
SMC
165
Smith, Moore & Co
Missouri
$345K +$345K +2,462 New
APA
166
American Portfolios Advisors
New York
$336K -$4.21K -30 -1%
PSUF
167
People's United Financial
Connecticut
$326K – – –
EFS
168
Essex Financial Services
Connecticut
$323K +$323K +2,301 New
SS
169
Simplicity Solutions
Minnesota
$317K -$701K -4,995 -69%
Prudential Financial
170
Prudential Financial
New Jersey
$317K +$74.9K +535 +31%
M&T Bank
171
M&T Bank
New York
$316K -$137K -981 -30%
FSWA
172
Financial Synergies Wealth Advisors
Texas
$314K -$16.1K -115 -5%
TIAM2
173
Tru Independence Asset Management 2
Oregon
$312K -$19.4K -138 -6%
BSW
174
Buckingham Strategic Wealth
Missouri
$312K – – –
JIC
175
Joel Isaacson & Co
New York
$310K – – –
5 6
7
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