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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K

Top Buyers

1
SWRP
Summit Wealth & Retirement Planning
California
$19.8M
2
NYLIM
New York Life Investment Management
New York
$13.4M
3
HB
Homrich & Berg
Georgia
$6.09M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
$14.5M
5
QA
Quantitative Advantage
Minnesota
$4.75M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$135M
2
VFP
Verus Financial Partners
Virginia
$0
3
HWA
Heartwood Wealth Advisors
Virginia
$16M
4
Morgan Stanley
Morgan Stanley
New York
$114M
5
Bank of America
Bank of America
North Carolina
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
176
GeoWealth Management
Illinois
$155K +$155K +1,297 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$145K – – –
PCFFS
178
Pacific Center for Financial Services
California
$132K +$359 +3 +0.3%
QCG
179
Quadrant Capital Group
Ohio
$118K – – –
PB
180
Pinnacle Bancorp
Nebraska
$110K – – –
FFC
181
Fure Financial Corporation
Minnesota
$105K +$105K +881 New
RBC
182
Roble Belko & Company
Pennsylvania
$93K – – –
FHA
183
Flagship Harbor Advisors
Massachusetts
$91K -$24.5K -206 -21%
BBA
184
Braun-Bostich & Associates
Pennsylvania
$81K – – –
CAAS
185
Capital Asset Advisory Services
Michigan
$78K – – –
William Blair & Company
186
William Blair & Company
Illinois
$74K – – –
SFS
187
Sowell Financial Services
Arkansas
$74K – – –
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$71K +$6.3K +52 +10%
VNA
189
Valley National Advisers
Pennsylvania
$59K – – –
BCA
190
Berman Capital Advisors
Georgia
$59K – – –
JCM
191
Jacobi Capital Management
Pennsylvania
$54K +$42K +351 +351%
AIC
192
Archer Investment Corporation
Indiana
$49.5K -$12.2K -102 -20%
LFG
193
Larson Financial Group
Missouri
$43K – – –
S
194
SignatureFD
Georgia
$39K -$21.5K -179 -36%
GEA
195
Glen Eagle Advisors
New Jersey
$39K – – –
PFS
196
Prospera Financial Services
Texas
$37K +$37K +305 New
BFEC
197
Benjamin F. Edwards & Company
Missouri
$36K – – –
AF
198
Allworth Financial
California
$36K +$122 +1 +0.3%
JWBC
199
John W. Brooker & Co
California
$34K – – –
MIM
200
Macroview Investment Management
Maryland
$31K +$121 +1 +0.4%
6 7
8
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