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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

279 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+12
Holders Change %
+4.49%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
71
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$21.8M
2
Truist Financial
Truist Financial
North Carolina
+$20.8M
3
GM
GeoWealth Management
Illinois
+$18.8M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$17.7M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$16M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
-$59M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.3M
3
Bank of America
Bank of America
North Carolina
-$9.39M
4
BDF
Black Diamond Financial
Maryland
-$8.82M
5
CFGS
Concourse Financial Group Securities
Alabama
-$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
176
Meridian Wealth Advisors
Texas
$379K – – –
SMC
177
Smith, Moore & Co
Missouri
$375K – – –
RWA
178
River Wealth Advisors
Pennsylvania
$374K – – –
PSUF
179
People's United Financial
Connecticut
$355K – – –
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$352K +$241K +1,575 +216%
M&T Bank
181
M&T Bank
New York
$344K – – –
ACI
182
Alpha Cubed Investments
California
$343K -$69.6K -457 -17%
FSWA
183
Financial Synergies Wealth Advisors
Texas
$342K – – –
CMBA
184
C.M. Bidwell & Associates
Hawaii
$341K -$3.36K -22 -1%
TIAM2
185
Tru Independence Asset Management 2
Oregon
$340K – – –
BSW
186
Buckingham Strategic Wealth
Missouri
$339K – – –
FPF
187
First Pacific Financial
Washington
$339K – – –
FRA
188
Front Row Advisors
California
$338K – – –
JIC
189
Joel Isaacson & Co
New York
$338K – – –
CAN
190
Cetera Advisor Networks
California
$337K +$94.5K +620 +39%
MCM
191
MAI Capital Management
Ohio
$332K +$332K +2,176 New
SIM
192
Stratos Investment Management
Ohio
$330K – – –
BWA
193
Beam Wealth Advisors
Louisiana
$330K – – –
Fisher Asset Management
194
Fisher Asset Management
Washington
$328K -$81K -532 -20%
5L
195
55I LLC
Massachusetts
$304K -$37.2K -244 -11%
CF
196
Clarity Financial
Texas
$304K +$304K +1,995 New
AF
197
Advisornet Financial
Minnesota
$302K +$134K +879 +80%
HNB
198
Huntington National Bank
Ohio
$290K -$289K – –
WAP
199
Wealthcare Advisory Partners
Pennsylvania
$289K -$1.83K -12 -0.6%
OC
200
Oakworth Capital
Alabama
$288K – – –
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8
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