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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

301 hedge funds and large institutions have $2.15B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+22
Holders Change %
+7.89%
% of All Funds
4.65%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
52
Increased
100
Reduced
80
Closed
21
Calls
–
Puts
$2.62M
Net Calls
-$2.62M
Net Calls Change
-$2.35M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$32.5M
2
BDF
Black Diamond Financial
Maryland
$19M
3
FTS
Fifth Third Securities
Ohio
$7.2M
4
AWM
AE Wealth Management
Kansas
$12.4M
5
Ameriprise
Ameriprise
Minnesota
$58.8M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$116M
2
MGIA
Moneta Group Investment Advisors
Missouri
$5.4M
3
KAS
Kestra Advisory Services
Texas
$1.84M
4
CW
CreativeOne Wealth
Kansas
$19.7M
5
GM
GeoWealth Management
Illinois
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
151
GSA Capital Partners
United Kingdom
$641K -$47.1K -280 -7%
SSWM
152
Sheets Smith Wealth Management
North Carolina
$622K -$33.6K -200 -5%
IWM
153
IHT Wealth Management
Illinois
$618K -$8.07K -48 -1%
SBIA
154
Sheaff Brock Investment Advisors
Indiana
$618K +$9.58K +57 +2%
SWP
155
Stratos Wealth Partners
Ohio
$610K +$4.04K +24 +0.7%
SCM
156
SOL Capital Management
Maryland
$583K – – –
DWMG
157
DB Wealth Management Group
California
$571K +$1.68K +10 +0.3%
CWM
158
Cranbrook Wealth Management
Michigan
$565K – – –
WIA
159
World Investment Advisors
California
$565K +$153K +964 +37%
MSCM
160
McElhenny Sheffield Capital Management
Texas
$564K +$131K +779 +30%
FAIM
161
Financial Advocates Investment Management
Washington
$555K +$7.91K +47 +1%
CAN
162
Cetera Advisor Networks
California
$548K +$177K +1,051 +48%
RCAG
163
Rehmann Capital Advisory Group
Michigan
$545K – – –
C1AG
164
Client 1st Advisory Group
Florida
$534K +$1.01K +6 +0.2%
MFW
165
Mosaic Family Wealth
Missouri
$533K – – –
SFP
166
Strategic Financial Partners
Oregon
$526K +$2.19K +13 +0.4%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$517K – – –
FPGK
168
Financial Partners Group (Kansas)
Kansas
$499K -$114K -717 -19%
RWP
169
RWA Wealth Partners
Massachusetts
$496K -$431K -2,565 -46%
SF
170
Synovus Financial
Georgia
$492K -$56.6K -337 -10%
DADC
171
D.A. Davidson & Co
Montana
$491K +$491K +2,924 New
OPS
172
Orion Portfolio Solutions
Nebraska
$488K -$6.39K -38 -1%
IFA
173
Index Fund Advisors
California
$487K +$487K +2,899 New
GP
174
Greenline Partners
New York
$484K – – –
ASN
175
Advisory Services Network
Georgia
$482K -$168K -1,000 -26%
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