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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

375 hedge funds and large institutions have $2.47B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+50
Holders Change %
+15.38%
% of All Funds
5.5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
68
Increased
127
Reduced
96
Closed
14
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$245M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.4M
3
AC
Apella Capital
Connecticut
$41.8M
4
MFIM
Mesirow Financial Investment Management
Illinois
$15M
5
Truist Financial
Truist Financial
North Carolina
$55.5M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
EFG
Ethos Financial Group
Pennsylvania
$0
3
CFGS
Concourse Financial Group Securities
Alabama
$35M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
5
CB
Cadence Bank
Mississippi
$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEM
151
Strategic Equity Management
Arizona
$1.35M -$1.46M -8,607 -52%
Stifel Financial
152
Stifel Financial
Missouri
$1.32M -$145K -856 -10%
FFL
153
Financial Freedom LLC
Ohio
$1.29M -$17.3K -102 -1%
SPIA
154
Steward Partners Investment Advisory
New York
$1.17M – – –
KWM
155
Kingsview Wealth Management
Oregon
$1.16M +$1.16M +6,882 New
PG
156
Proffitt & Goodson
Tennessee
$1.16M – – –
MG
157
Mather Group
Illinois
$1.14M -$40.8K -241 -3%
3IP
158
3Chopt Investment Partners
Virginia
$1.14M +$1.14M +6,725 New
WFAG
159
Wescott Financial Advisory Group
Pennsylvania
$1.13M +$4.23K +25 +0.4%
RFM
160
Royal Fund Management
Florida
$1.1M +$545K +3,221 +98%
LWM
161
LongView Wealth Management
Georgia
$1.09M +$1.09M +6,428 New
SQA
162
Simon Quick Advisors
New Jersey
$1.07M +$4.23K +25 +0.4%
AA
163
Ancora Advisors
Ohio
$1.06M -$252K -1,487 -19%
WCAMG
164
Woodard & Company Asset Management Group
North Carolina
$1.06M -$9.31K -55 -0.9%
AllianceBernstein
165
AllianceBernstein
Tennessee
$1.03M +$1.03M +6,066 New
SWA
166
Strategies Wealth Advisors
Michigan
$978K +$3.89K +23 +0.4%
TA
167
TrueWealth Advisors
Alabama
$978K -$25.7K -152 -3%
MA
168
MJP Associates
Connecticut
$963K +$2.71K +16 +0.3%
AO
169
Advisor OS
Illinois
$963K +$2.71K +16 +0.3%
ML
170
McAdam LLC
Pennsylvania
$943K -$14.9K -88 -2%
BFAG
171
Blackston Financial Advisory Group
Florida
$941K +$568K +3,356 +152%
HI
172
Harbour Investments
Wisconsin
$930K +$15.2K +90 +2%
IWM
173
IHT Wealth Management
Illinois
$901K +$204K +1,206 +29%
VNA
174
Valley National Advisers
Pennsylvania
$846K – – –
ANTB
175
AMG National Trust Bank
Colorado
$839K -$80.4K -475 -9%
5 6
7
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