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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.78B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
–
Holders Change %
0%
% of All Funds
4.88%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
32
Increased
92
Reduced
100
Closed
26
Calls
$1.09M
Puts
$873K
Net Calls
+$217K
Net Calls Change
-$220K

Top Buyers

1
EWA
EP Wealth Advisors
California
$44.7M
2
OPS
Orion Portfolio Solutions
Nebraska
$29M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
$45.2M
4
IC
IEQ Capital
California
$25M
5
AI
Atria Investments
North Carolina
$5.25M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$54.1M
2
NYLIM
New York Life Investment Management
New York
$59.4M
3
AssetMark Inc
AssetMark Inc
California
$0
4
Truist Financial
Truist Financial
North Carolina
$26.4M
5
Bank of America
Bank of America
North Carolina
$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$618K +$199K +1,390 +47%
MWM
152
Merriman Wealth Management
Washington
$615K – – –
SPW
153
Sonoma Private Wealth
California
$602K +$9.02K +63 +2%
PFO
154
Pathstone Family Office
New Jersey
$601K -$601K -4,200 -50%
Prudential Financial
155
Prudential Financial
New Jersey
$568K -$21.8K -152 -4%
Vanguard Group
156
Vanguard Group
Pennsylvania
$565K +$565K +3,946 New
TRCT
157
Tower Research Capital (TRC)
New York
$555K -$1.03M -7,205 -65%
WFA
158
West Financial Advisors
Iowa
$555K – – –
BSW
159
Buckingham Strategic Wealth
Missouri
$554K – – –
SWM
160
Spire Wealth Management
Virginia
$550K +$358K +2,500 +186%
SBIA
161
Sheaff Brock Investment Advisors
Indiana
$549K – – –
BCM
162
Brookstone Capital Management
Illinois
$533K -$290K -2,002 -35%
SWM
163
Sugarloaf Wealth Management
Georgia
$522K -$97.1K -678 -16%
PFP
164
Pinnacle Financial Partners
Tennessee
$516K -$171K -1,195 -25%
BFA
165
Beaumont Financial Advisors
Massachusetts
$500K -$55.1K -385 -10%
FCBT
166
First Citizens Bank & Trust
North Carolina
$495K +$495K +3,460 New
DADC
167
D.A. Davidson & Co
Montana
$491K +$5.73K +40 +1%
CFB
168
Cullen/Frost Bankers
Texas
$483K – – –
Wealthfront Advisers
169
Wealthfront Advisers
California
$481K +$53.4K +373 +13%
SCM
170
SOL Capital Management
Maryland
$475K – – –
RCAG
171
Rehmann Capital Advisory Group
Michigan
$464K – – –
US Bancorp
172
US Bancorp
Minnesota
$449K -$89.3K -624 -17%
NRC
173
New Republic Capital
North Carolina
$449K – – –
M&T Bank
174
M&T Bank
New York
$443K +$115K +806 +35%
C1AG
175
Client 1st Advisory Group
Florida
$442K -$9.73K -68 -2%
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