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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

290 hedge funds and large institutions have $1.65B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.9%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
26
Increased
95
Reduced
102
Closed
33
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$1.64M

Top Buyers

1
FA
FDx Advisors
Illinois
$18.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$65M
3
IC
IEQ Capital
California
$13.9M
4
SS
Simplicity Solutions
Minnesota
$10.4M
5
NYLIM
New York Life Investment Management
New York
$48.7M

Top Sellers

1
MGIA
Moneta Group Investment Advisors
Missouri
$4.95M
2
ETC
Exchange Traded Concepts
Oklahoma
$7.98M
3
Bank of America
Bank of America
North Carolina
$214M
4
RJA
Raymond James & Associates
Florida
$16.6M
5
AWM
AE Wealth Management
Kansas
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
176
Pacific Sun Financial
California
$375K +$72.7K +552 +24%
AWA
177
Arete Wealth Advisors
Illinois
$367K -$1.03M -4,710 -74%
FSWA
178
Financial Synergies Wealth Advisors
Texas
$354K +$81.7K +620 +30%
RWA
179
River Wealth Advisors
Pennsylvania
$353K +$106K +800 +43%
GW
180
GW & Wade
Massachusetts
$350K +$350K +2,653 New
FPGK
181
Financial Partners Group (Kansas)
Kansas
$346K -$30.7K -233 -8%
FCA
182
FLC Capital Advisors
California
$346K – – –
ASN
183
Advisory Services Network
Georgia
$343K +$107K +812 +45%
PFA
184
Pathway Financial Advisors
Vermont
$337K – – –
NAMP
185
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$333K – – –
William Blair & Company
186
William Blair & Company
Illinois
$332K -$35.5K -270 -10%
CP
187
Capital Planning
Washington
$330K -$209K -1,589 -39%
MWA
188
Meridian Wealth Advisors
Texas
$328K – – –
SMC
189
Smith, Moore & Co
Missouri
$325K – – –
OPS
190
Orion Portfolio Solutions
Nebraska
$315K -$215K -1,632 -41%
AAS
191
Ameritas Advisory Services
Nebraska
$315K -$122K -928 -28%
Wealthfront Advisers
192
Wealthfront Advisers
California
$304K +$100K +761 +49%
MA
193
MAS Advisors
Florida
$300K +$300K +2,277 New
MCM
194
MAI Capital Management
Ohio
$299K +$791 +6 +0.3%
ACI
195
Alpha Cubed Investments
California
$297K – – –
FPF
196
First Pacific Financial
Washington
$297K +$1.06K +8 +0.4%
M&T Bank
197
M&T Bank
New York
$297K +$151K +2,327 +103%
JIC
198
Joel Isaacson & Co
New York
$296K +$1.05K +8 +0.4%
WWM
199
Western Wealth Management
Colorado
$294K +$132 +1 +0%
Prudential Financial
200
Prudential Financial
New Jersey
$294K +$16K +120 +6%
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