MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

279 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+12
Holders Change %
+4.49%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
71
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K

Top Buyers

1
RJA
Raymond James & Associates
Florida
$38.3M
2
Truist Financial
Truist Financial
North Carolina
$49M
3
GM
GeoWealth Management
Illinois
$19.6M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$19M
5
BFA
Beaumont Financial Advisors
Massachusetts
$33.2M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$144M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.3M
3
Bank of America
Bank of America
North Carolina
$257M
4
BDF
Black Diamond Financial
Maryland
$8.85M
5
CFGS
Concourse Financial Group Securities
Alabama
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
151
Financial Partners Group (Kansas)
Kansas
$587K -$2.74K -18 -0.5%
IWM
152
IHT Wealth Management
Illinois
$568K +$568K +3,725 New
SBIA
153
Sheaff Brock Investment Advisors
Indiana
$551K +$9.14K +60 +2%
SWP
154
Stratos Wealth Partners
Ohio
$549K -$158K -1,039 -22%
SCM
155
SOL Capital Management
Maryland
$529K -$9.75K -64 -2%
DWMG
156
DB Wealth Management Group
California
$516K +$14.2K +93 +3%
CWM
157
Cranbrook Wealth Management
Michigan
$512K – – –
SF
158
Synovus Financial
Georgia
$496K +$13.8K +91 +3%
RCAG
159
Rehmann Capital Advisory Group
Michigan
$494K – – –
FAIM
160
Financial Advocates Investment Management
Washington
$486K +$45.9K +307 +10%
MFW
161
Mosaic Family Wealth
Missouri
$484K – – –
C1AG
162
Client 1st Advisory Group
Florida
$483K -$46.7K -307 -9%
SFP
163
Strategic Financial Partners
Oregon
$475K – – –
SI
164
Stephens Inc
Arkansas
$473K – – –
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$469K – – –
OPS
166
Orion Portfolio Solutions
Nebraska
$448K +$115K +754 +35%
GP
167
Greenline Partners
New York
$439K – – –
SIC
168
Salem Investment Counselors
North Carolina
$420K -$41.2K -270 -9%
FCA
169
FLC Capital Advisors
California
$400K – – –
WIA
170
World Investment Advisors
California
$398K +$398K +2,602 New
EFS
171
Essex Financial Services
Connecticut
$396K +$45.4K +298 +13%
MSCM
172
McElhenny Sheffield Capital Management
Texas
$393K +$393K +2,576 New
IWA
173
IBEX Wealth Advisors
New Jersey
$393K +$393K +2,582 New
NAMP
174
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$385K +$7.62K +50 +2%
APA
175
American Portfolios Advisors
New York
$384K +$33.5K +220 +10%
5 6
7
8 9