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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

301 hedge funds and large institutions have $2.15B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+22
Holders Change %
+7.89%
% of All Funds
4.65%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
52
Increased
100
Reduced
80
Closed
21
Calls
–
Puts
$2.62M
Net Calls
-$2.62M
Net Calls Change
-$2.35M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$32.5M
2
BDF
Black Diamond Financial
Maryland
$19M
3
FTS
Fifth Third Securities
Ohio
$7.2M
4
AWM
AE Wealth Management
Kansas
$12.4M
5
Ameriprise
Ameriprise
Minnesota
$58.8M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$116M
2
MGIA
Moneta Group Investment Advisors
Missouri
$5.4M
3
KAS
Kestra Advisory Services
Texas
$1.84M
4
CW
CreativeOne Wealth
Kansas
$19.7M
5
GM
GeoWealth Management
Illinois
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
176
Essex Financial Services
Connecticut
$464K +$27.4K +163 +6%
HTHT
177
Hemenway Trust Hemenway Trust
New Hampshire
$457K +$457K +2,716 New
FCA
178
FLC Capital Advisors
California
$441K – – –
SIC
179
Salem Investment Counselors
North Carolina
$440K -$22.7K -135 -5%
IWA
180
IBEX Wealth Advisors
New Jersey
$434K – – –
APA
181
American Portfolios Advisors
New York
$427K +$3.19K +19 +0.8%
NAMP
182
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$424K – – –
MWA
183
Meridian Wealth Advisors
Texas
$418K – – –
SMC
184
Smith, Moore & Co
Missouri
$414K – – –
RWA
185
River Wealth Advisors
Pennsylvania
$413K – – –
PFA
186
Pathway Financial Advisors
Vermont
$407K +$407K +2,555 New
PSUF
187
People's United Financial
Connecticut
$391K – – –
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$388K +$337 +2 +0.1%
MCM
189
MAI Capital Management
Ohio
$380K +$14K +83 +4%
M&T Bank
190
M&T Bank
New York
$379K – – –
ACI
191
Alpha Cubed Investments
California
$379K – – –
TIAM2
192
Tru Independence Asset Management 2
Oregon
$377K +$2.35K +14 +0.6%
FPF
193
First Pacific Financial
Washington
$376K +$2.52K +15 +0.7%
JIC
194
Joel Isaacson & Co
New York
$375K +$2.18K +13 +0.6%
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$374K +$55.9K +333 +18%
CMBA
196
C.M. Bidwell & Associates
Hawaii
$373K -$3.03K -18 -0.8%
Fisher Asset Management
197
Fisher Asset Management
Washington
$373K +$10.8K +64 +3%
FRA
198
Front Row Advisors
California
$371K – – –
SIM
199
Stratos Investment Management
Ohio
$364K – – –
OCM
200
Orser Capital Management
Texas
$354K +$354K +2,105 New
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8
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