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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

325 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.18%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
114
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$20.1M
2
EFG
Ethos Financial Group
Pennsylvania
$6.48M
3
BFG
Buttonwood Financial Group
Missouri
$5.99M
4
Ameriprise
Ameriprise
Minnesota
$63.7M
5
AC
Apella Capital
Connecticut
$23.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
$258K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$64.3M
3
Bank of America
Bank of America
North Carolina
$226M
4
Goldman Sachs
Goldman Sachs
New York
$0
5
CA
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
176
SOL Capital Management
Maryland
$504K – – –
SIA
177
Sovereign Investment Advisors
Arizona
$500K +$500K +3,290 New
PWM
178
Prosperity Wealth Management
California
$499K +$84.7K +558 +20%
RFM
179
Royal Fund Management
Florida
$498K +$498K +3,281 New
RCAG
180
Rehmann Capital Advisory Group
Michigan
$492K – – –
US Bancorp
181
US Bancorp
Minnesota
$489K +$12.6K +83 +3%
PFP
182
Pinnacle Financial Partners
Tennessee
$489K -$68.6K -452 -12%
FCBT
183
First Citizens Bank & Trust
North Carolina
$486K -$39.5K -260 -8%
Mercer Global Advisors
184
Mercer Global Advisors
Colorado
$485K -$1.08M -7,118 -69%
DWMG
185
DB Wealth Management Group
California
$471K +$10K +66 +2%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$467K – – –
SWP
187
Stratos Wealth Partners
Ohio
$457K +$74K +487 +19%
SSWM
188
Sheets Smith Wealth Management
North Carolina
$456K – – –
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$450K – – –
MFWP
190
Mosaic Family Wealth Partners
Missouri
$445K – – –
C1AG
191
Client 1st Advisory Group
Florida
$438K +$304 +2 +0.1%
GP
192
Greenline Partners
New York
$437K – – –
AC
193
Avestar Capital
New York
$435K +$15.2K +100 +4%
SF
194
Synovus Financial
Georgia
$430K +$152 +1 +0%
FSWA
195
Financial Synergies Wealth Advisors
Texas
$412K +$1.22K +8 +0.3%
Mariner
196
Mariner
Kansas
$409K -$13.1K -86 -3%
GW
197
GW & Wade
Massachusetts
$403K – – –
FCA
198
FLC Capital Advisors
California
$399K – – –
FPGK
199
Financial Partners Group (Kansas)
Kansas
$398K -$1.55K -10 -0.4%
FTS
200
Fifth Third Securities
Ohio
$397K +$129K +849 +48%
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8
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