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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

321 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+16
Holders Change %
+5.25%
% of All Funds
5.06%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
39
Increased
103
Reduced
96
Closed
20
Calls
$2.15M
Puts
$422K
Net Calls
+$1.72M
Net Calls Change
+$1.51M

Top Buyers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$16.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.1M
3
Bank of America
3
Bank of America
North Carolina
$239M
4
BHWA
4
Beacon Harbor Wealth Advisors
Virginia
$8.55M
5
Truist Financial
5
Truist Financial
North Carolina
$36.9M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$74.1M
3
FA
3
FDx Advisors
Illinois
$1.7M
4
PMG
4
ProVise Management Group
Florida
$18.1M
5
RJA
5
Raymond James & Associates
Florida
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
176
Cullen/Frost Bankers
Texas
$528K – – –
SCM
177
SOL Capital Management
Maryland
$520K – – –
RCAG
178
Rehmann Capital Advisory Group
Michigan
$507K – – –
US Bancorp
179
US Bancorp
Minnesota
$491K – – –
NRC
180
New Republic Capital
North Carolina
$490K – – –
IWM
181
IHT Wealth Management
Illinois
$489K +$41.8K +267 +9%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$481K – – –
DWMG
183
DB Wealth Management Group
California
$475K +$782 +5 +0.2%
SSWM
184
Sheets Smith Wealth Management
North Carolina
$469K – – –
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$463K – – –
MFWP
186
Mosaic Family Wealth Partners
Missouri
$458K – – –
W
187
WealthOne
New York
$452K -$438K -2,799 -49%
C1AG
188
Client 1st Advisory Group
Florida
$451K -$32.9K -210 -7%
GP
189
Greenline Partners
New York
$450K – – –
SF
190
Synovus Financial
Georgia
$442K -$27.1K -173 -6%
SMC
191
Smith, Moore & Co
Missouri
$436K +$50.7K +324 +13%
Mariner
192
Mariner
Kansas
$435K -$1.48M -9,484 -77%
AC
193
Avestar Capital
New York
$433K -$345K -2,204 -44%
RWA
194
River Wealth Advisors
Pennsylvania
$432K – – –
PWM
195
Prosperity Wealth Management
California
$427K -$2.35K -15 -0.5%
FSWA
196
Financial Synergies Wealth Advisors
Texas
$423K -$1.88K -12 -0.4%
GW
197
GW & Wade
Massachusetts
$415K – – –
FCA
198
FLC Capital Advisors
California
$411K – – –
FPGK
199
Financial Partners Group (Kansas)
Kansas
$406K +$7.58K +48 +2%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$405K +$20.3K +130 +5%
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8
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