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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+23
Holders Change %
+8.16%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
-$1.2M

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$26.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.7M
3
UBS Group
UBS Group
Switzerland
$50.1M
4
CAN
Cetera Advisor Networks
California
$8.25M
5
NYLIM
New York Life Investment Management
New York
$62.3M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$41.1M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
3
Bank of America
Bank of America
North Carolina
$196M
4
Truist Financial
Truist Financial
North Carolina
$29.5M
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
151
Eudaimonia Advisors
Tennessee
$665K – – –
BAM
152
Belpointe Asset Management
Nevada
$652K -$3.18K -24 -0.5%
VWM
153
Venturi Wealth Management
Texas
$645K – – –
FTS
154
Fifth Third Securities
Ohio
$637K -$21.6K -163 -3%
PFP
155
Pinnacle Financial Partners
Tennessee
$636K – – –
FAIM
156
Financial Advocates Investment Management
Washington
$631K +$42.6K +322 +7%
GC
157
Gibson Capital
Pennsylvania
$604K – – –
SWM
158
Sugarloaf Wealth Management
Georgia
$572K +$3.84K +29 +0.7%
MWM
159
Merriman Wealth Management
Washington
$569K – – –
AWM
160
Accurate Wealth Management
Florida
$559K -$893K -6,623 -62%
BSW
161
Buckingham Strategic Wealth
Missouri
$554K -$18.8K -142 -3%
SPW
162
Sonoma Private Wealth
California
$549K +$549K +4,145 New
CF
163
Centaurus Financial
California
$547K +$92.7K +700 +20%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$546K +$56.3K +425 +11%
Prudential Financial
165
Prudential Financial
New Jersey
$545K +$198K +1,493 +57%
WIA
166
World Investment Advisors
California
$543K +$32.4K +245 +6%
BFA
167
Beaumont Financial Advisors
Massachusetts
$514K +$794 +6 +0.2%
WFA
168
West Financial Advisors
Iowa
$513K – – –
GIA
169
Gladstone Institutional Advisory
Florida
$510K -$336K -2,534 -40%
SBIA
170
Sheaff Brock Investment Advisors
Indiana
$507K – – –
PWM
171
Prosperity Wealth Management
California
$500K +$500K +3,773 New
US Bancorp
172
US Bancorp
Minnesota
$498K +$26.5K +200 +6%
IWM
173
IHT Wealth Management
Illinois
$474K +$80K +604 +20%
DADC
174
D.A. Davidson & Co
Montana
$449K – – –
CFB
175
Cullen/Frost Bankers
Texas
$447K +$447K +3,375 New
5 6
7
8 9