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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

246 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+30
Holders Change %
+13.89%
% of All Funds
4.36%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
82
Reduced
66
Closed
12
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
-$35K

Top Buyers

1
VFP
Verus Financial Partners
Virginia
$37M
2
NYLIM
New York Life Investment Management
New York
$23.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.35M
4
CW
CreativeOne Wealth
Kansas
$16.7M
5
LPL Financial
LPL Financial
California
$38.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$110M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$21.8M
3
Osaic Holdings
Osaic Holdings
Arizona
$18.7M
4
LIM
Leavell Investment Management
Alabama
$31M
5
Wells Fargo
Wells Fargo
California
$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
176
Stratos Investment Management
Ohio
$289K – – –
FCA
177
FLC Capital Advisors
California
$287K -$3.34K -25 -1%
HNB
178
Huntington National Bank
Ohio
$280K -$252K – –
Renaissance Technologies
179
Renaissance Technologies
New York
$280K +$280K +2,100 New
LWAC
180
Laurel Wealth Advisors (California)
California
$275K – – –
TW
181
TrinityPoint Wealth
Connecticut
$259K -$13.6K -99 -5%
SAM
182
Smithbridge Asset Management
Pennsylvania
$251K -$78.1K -585 -24%
OC
183
Oakworth Capital
Alabama
$251K – – –
CC
184
Cassaday & Co
Virginia
$248K -$237K -1,774 -49%
MS
185
Madden Securities
Texas
$244K – – –
CF
186
Centaurus Financial
California
$238K – – –
CFA
187
Carroll Financial Associates
North Carolina
$237K – – –
OWM
188
OneAscent Wealth Management
Alabama
$236K +$236K +1,765 New
MWM
189
Merriman Wealth Management
Washington
$234K +$234K +1,747 New
Prudential Financial
190
Prudential Financial
New Jersey
$231K +$231K +1,729 New
MSAM
191
Moloney Securities Asset Management
Missouri
$226K – – –
DI
192
Disciplined Investments
Oklahoma
$224K -$2.14K -16 -0.9%
IWC
193
Integrated Wealth Concepts
Massachusetts
$220K +$220K +1,649 New
WFA
194
Wells Financial Advisors
Massachusetts
$220K +$220K +1,652 New
CBN
195
Cadence Bank NA
Texas
$218K -$28.2K -211 -11%
ACM
196
Ategra Capital Management
Virginia
$218K +$218K +1,633 New
CIA
197
Compass Ion Advisors
Pennsylvania
$217K +$217K +1,623 New
AF
198
Advisornet Financial
Minnesota
$214K -$2.74M -20,554 -93%
GGS
199
Galvin Gaustad & Stein
Arizona
$210K +$210K +1,575 New
EWMCB
200
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$201K +$201K +1,504 New
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8
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