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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

321 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 20 closing their positions.

Holders
321
Holders Change
+16
Holders Change %
+5.25%
% of All Funds
5.06%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
39
Increased
103
Reduced
96
Closed
20
Calls
$2.15M
Puts
$422K
Net Calls
+$1.72M
Net Calls Change
+$1.51M

Top Buyers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$16.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.1M
3
Bank of America
3
Bank of America
North Carolina
$239M
4
BHWA
4
Beacon Harbor Wealth Advisors
Virginia
$8.55M
5
Truist Financial
5
Truist Financial
North Carolina
$36.9M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$74.1M
3
FA
3
FDx Advisors
Illinois
$1.7M
4
PMG
4
ProVise Management Group
Florida
$18.1M
5
RJA
5
Raymond James & Associates
Florida
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
151
Eudaimonia Advisors
Tennessee
$768K – – –
VWM
152
Venturi Wealth Management
Texas
$763K – – –
WIA
153
World Investment Advisors
California
$742K +$59.9K +383 +9%
CA
154
Cetera Advisors
Colorado
$731K -$2.96M -18,947 -80%
GC
155
Gibson Capital
Pennsylvania
$713K – – –
AAS
156
Ameritas Advisory Services
Nebraska
$699K -$205K -1,327 -23%
Vanguard Group
157
Vanguard Group
Pennsylvania
$676K +$59K +377 +10%
MWM
158
Merriman Wealth Management
Washington
$672K – – –
AWM
159
Accurate Wealth Management
Florida
$671K -$1.93M -12,151 -74%
PFO
160
Pathstone Family Office
New Jersey
$657K – – –
Renaissance Technologies
161
Renaissance Technologies
New York
$657K +$657K +4,200 New
SPW
162
Sonoma Private Wealth
California
$651K -$7.51K -48 -1%
BSW
163
Buckingham Strategic Wealth
Missouri
$649K -$5.95K -38 -0.9%
MFG
164
Merit Financial Group
Georgia
$638K +$638K +4,076 New
SSB
165
Sandy Spring Bank
Maryland
$637K -$140K -895 -18%
Prudential Financial
166
Prudential Financial
New Jersey
$622K +$939 +6 +0.2%
WFA
167
West Financial Advisors
Iowa
$606K – – –
SWM
168
Spire Wealth Management
Virginia
$601K – – –
SBIA
169
Sheaff Brock Investment Advisors
Indiana
$600K – – –
PFP
170
Pinnacle Financial Partners
Tennessee
$574K +$10.3K +66 +2%
SWM
171
Sugarloaf Wealth Management
Georgia
$572K +$2.03K +13 +0.4%
BFEC
172
Benjamin F. Edwards & Company
Missouri
$548K -$128K -817 -19%
BFA
173
Beaumont Financial Advisors
Massachusetts
$547K +$313 +2 +0.1%
FCBT
174
First Citizens Bank & Trust
North Carolina
$541K – – –
DADC
175
D.A. Davidson & Co
Montana
$537K +$156 +1 +0%
5 6
7
8 9