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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

267 hedge funds and large institutions have $1.87B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
24
Increased
93
Reduced
79
Closed
11
Calls
$587K
Puts
$761K
Net Calls
-$174K
Net Calls Change
-$1.02M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$42.9M
2
BFA
Beaumont Financial Advisors
Massachusetts
$17.2M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$9.67M
4
RJA
Raymond James & Associates
Florida
$16.5M
5
CW
CreativeOne Wealth
Kansas
$23.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.3M
2
GEM
Global Endowment Management
North Carolina
$203M
3
MWM
Merriman Wealth Management
Washington
$706K
4
HWA
Heartwood Wealth Advisors
Virginia
$1.36M
5
Creative Planning
Creative Planning
Kansas
$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
176
55I LLC
Massachusetts
$341K +$341K +2,236 New
BSW
177
Buckingham Strategic Wealth
Missouri
$339K – – –
TIAM2
178
Tru Independence Asset Management 2
Oregon
$339K +$1.07K +7 +0.3%
FPF
179
First Pacific Financial
Washington
$339K +$1.98K +13 +0.6%
JIC
180
Joel Isaacson & Co
New York
$338K +$1.83K +12 +0.5%
OPS
181
Orion Portfolio Solutions
Nebraska
$333K -$762 -5 -0.2%
SIM
182
Stratos Investment Management
Ohio
$330K – – –
BWA
183
Beam Wealth Advisors
Louisiana
$330K – – –
TRCT
184
Tower Research Capital (TRC)
New York
$324K +$324K +2,125 New
EFS
185
Essex Financial Services
Connecticut
$323K – – –
Prudential Financial
186
Prudential Financial
New Jersey
$312K -$32.7K -215 -9%
CF
187
Centaurus Financial
California
$297K – – –
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$290K -$30.4K -200 -9%
HNB
189
Huntington National Bank
Ohio
$289K -$294K – –
OC
190
Oakworth Capital
Alabama
$288K -$1.52K -10 -0.5%
ARC
191
Advisor Resource Council
Texas
$287K +$287K +1,887 New
SAM
192
Smithbridge Asset Management
Pennsylvania
$286K – – –
CFA
193
Carroll Financial Associates
North Carolina
$271K – – –
FTUS
194
Flow Traders U.S.
New York
$266K -$2.57M -16,844 -91%
PA
195
Procyon Advisors
Connecticut
$259K -$27.3K -179 -10%
MSAM
196
Moloney Securities Asset Management
Missouri
$257K – – –
WFA
197
Wells Financial Advisors
Massachusetts
$252K – – –
ACM
198
Ategra Capital Management
Virginia
$249K – – –
MAM
199
Meeder Asset Management
Ohio
$247K – – –
CBN
200
Cadence Bank NA
Texas
$244K -$5.03K -33 -2%
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