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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

267 hedge funds and large institutions have $1.87B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
24
Increased
93
Reduced
79
Closed
11
Calls
$587K
Puts
$761K
Net Calls
-$174K
Net Calls Change
-$1.02M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$42.9M
2
BFA
Beaumont Financial Advisors
Massachusetts
$17.2M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$9.67M
4
RJA
Raymond James & Associates
Florida
$16.5M
5
CW
CreativeOne Wealth
Kansas
$23.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.3M
2
GEM
Global Endowment Management
North Carolina
$203M
3
MWM
Merriman Wealth Management
Washington
$706K
4
HWA
Heartwood Wealth Advisors
Virginia
$1.36M
5
Creative Planning
Creative Planning
Kansas
$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Cranbrook Wealth Management
Michigan
$512K – – –
DWMG
152
DB Wealth Management Group
California
$502K +$44.1K +289 +10%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$494K -$8.23K -54 -2%
MFW
154
Mosaic Family Wealth
Missouri
$483K – – –
SF
155
Synovus Financial
Georgia
$483K +$483K +3,173 New
SFP
156
Strategic Financial Partners
Oregon
$475K +$914 +6 +0.2%
SI
157
Stephens Inc
Arkansas
$473K – – –
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$468K – – –
SIC
159
Salem Investment Counselors
North Carolina
$461K – – –
GCP
160
GSA Capital Partners
United Kingdom
$459K +$459K +3,012 New
FAIM
161
Financial Advocates Investment Management
Washington
$448K -$3.65K -24 -0.8%
GP
162
Greenline Partners
New York
$439K +$439K +2,879 New
ACI
163
Alpha Cubed Investments
California
$413K -$3.81K -25 -0.9%
Fisher Asset Management
164
Fisher Asset Management
Washington
$409K +$111K +730 +37%
FCA
165
FLC Capital Advisors
California
$400K – – –
MWA
166
Meridian Wealth Advisors
Texas
$379K – – –
NAMP
167
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$377K – – –
SMC
168
Smith, Moore & Co
Missouri
$375K – – –
RWA
169
River Wealth Advisors
Pennsylvania
$374K -$122K -800 -25%
PSUF
170
People's United Financial
Connecticut
$354K – – –
APA
171
American Portfolios Advisors
New York
$350K -$14.8K -97 -4%
FRA
172
Front Row Advisors
California
$346K +$31.3K +200 +10%
CMBA
173
C.M. Bidwell & Associates
Hawaii
$344K -$303K -1,986 -47%
M&T Bank
174
M&T Bank
New York
$344K – – –
FSWA
175
Financial Synergies Wealth Advisors
Texas
$342K +$914 +6 +0.3%
5 6
7
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