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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

407 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+32
Holders Change %
+8.53%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
54
Increased
134
Reduced
117
Closed
16
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
OCM
One Capital Management
California
+$17.3M
2
NYLIM
New York Life Investment Management
New York
+$14M
3
AC
Apella Capital
Connecticut
+$12.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12.6M
5
GM
GeoWealth Management
Illinois
+$11.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$9.58M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.92M
5
SFS
Security Financial Services
Indiana
-$7.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
151
Legacy Private Trust
Wisconsin
$1.52M – – –
FFC
152
First Financial Corp
Indiana
$1.51M +$1.51M +8,093 New
GAA
153
Global Assets Advisory
Florida
$1.5M +$1.5M +280,200 New
CA
154
Cetera Advisors
Colorado
$1.48M +$691K +3,699 +88%
Stifel Financial
155
Stifel Financial
Missouri
$1.48M +$19.4K +104 +1%
ES
156
Eagle Strategies
New York
$1.44M +$1.44M +7,711 New
FA
157
FDx Advisors
Illinois
$1.44M -$85.9K -460 -6%
SEM
158
Strategic Equity Management
Arizona
$1.44M -$58.1K -311 -4%
TRCT
159
Tower Research Capital (TRC)
New York
$1.33M +$1.24M +6,635 +1,436%
BFAG
160
Blackston Financial Advisory Group
Florida
$1.3M +$264K +1,414 +25%
SPIA
161
Steward Partners Investment Advisory
New York
$1.29M +$1.31K +7 +0.1%
PG
162
Proffitt & Goodson
Tennessee
$1.24M -$37.4K -200 -3%
CA
163
CoreCap Advisors
Michigan
$1.22M +$1.22M +6,524 New
LWM
164
LongView Wealth Management
Georgia
$1.22M +$14.6K +78 +1%
SA
165
SpiderRock Advisors
Delaware
$1.21M +$1.21M +6,540 New
WFAG
166
Wescott Financial Advisory Group
Pennsylvania
$1.2M -$46.2K -247 -4%
AA
167
Ancora Advisors
Ohio
$1.19M +$15K +80 +1%
SQA
168
Simon Quick Advisors
New Jersey
$1.19M +$3.74K +20 +0.3%
MG
169
Mather Group
Illinois
$1.14M – – –
HI
170
Harbour Investments
Wisconsin
$1.11M +$82.4K +441 +8%
SWA
171
Strategies Wealth Advisors
Michigan
$1.08M +$3.18K +17 +0.3%
ML
172
McAdam LLC
Pennsylvania
$1.08M +$34.6K +185 +3%
MA
173
MJP Associates
Connecticut
$1.05M -$16.3K -87 -2%
AO
174
Advisor OS
Illinois
$1.05M -$16.3K -87 -2%
IWM
175
IHT Wealth Management
Illinois
$989K -$5.42K -29 -0.5%
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7
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