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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

257 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+11
Holders Change %
+4.47%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
28
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$626K

Top Buyers

1
GEM
Global Endowment Management
North Carolina
$213M
2
MWM
Merriman Wealth Management
Washington
$17.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$68.5M
4
AWM
AE Wealth Management
Kansas
$9.77M
5
SG
StoneX Group
New York
$11.5M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$383K
2
KP
Keel Point
Alabama
$23.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$13M
4
Bank of America
Bank of America
North Carolina
$247M
5
CI
CX Institutional
Indiana
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
176
First Pacific Financial
Washington
$310K – – –
Renaissance Technologies
177
Renaissance Technologies
New York
$309K +$14K +100 +5%
OPS
178
Orion Portfolio Solutions
Nebraska
$307K +$307K +2,190 New
BWA
179
Beam Wealth Advisors
Louisiana
$304K -$47.7K -340 -14%
SIM
180
Stratos Investment Management
Ohio
$304K – – –
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$295K -$32.2K -230 -10%
HNB
182
Huntington National Bank
Ohio
$294K -$280K – –
FRA
183
Front Row Advisors
California
$282K +$94.7K +675 +51%
Fisher Asset Management
184
Fisher Asset Management
Washington
$274K -$50K -357 -15%
CF
185
Centaurus Financial
California
$273K +$23.8K +170 +10%
OC
186
Oakworth Capital
Alabama
$267K +$3.23K +23 +1%
TW
187
TrinityPoint Wealth
Connecticut
$265K +$140 +1 +0.1%
PA
188
Procyon Advisors
Connecticut
$264K -$289K -2,059 -52%
SAM
189
Smithbridge Asset Management
Pennsylvania
$264K – – –
BWM
190
BCGM Wealth Management
Indiana
$258K -$303K -2,067 -54%
CFA
191
Carroll Financial Associates
North Carolina
$249K – – –
NEIRG
192
New England Investment & Retirement Group
Massachusetts
$241K +$241K +1,716 New
MSAM
193
Moloney Securities Asset Management
Missouri
$237K – – –
WFA
194
Wells Financial Advisors
Massachusetts
$232K – – –
CBN
195
Cadence Bank NA
Texas
$229K – – –
ACM
196
Ategra Capital Management
Virginia
$229K – – –
MAM
197
Meeder Asset Management
Ohio
$227K +$174K +1,246 +331%
GGS
198
Galvin Gaustad & Stein
Arizona
$221K – – –
CIA
199
Compass Ion Advisors
Pennsylvania
$216K -$11.6K -83 -5%
DI
200
Disciplined Investments
Oklahoma
$210K -$25.1K -179 -11%
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8
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