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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

375 hedge funds and large institutions have $2.47B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+50
Holders Change %
+15.38%
% of All Funds
5.5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
68
Increased
127
Reduced
96
Closed
14
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$245M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.4M
3
AC
Apella Capital
Connecticut
$41.8M
4
MFIM
Mesirow Financial Investment Management
Illinois
$15M
5
Truist Financial
Truist Financial
North Carolina
$55.5M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
EFG
Ethos Financial Group
Pennsylvania
$0
3
CFGS
Concourse Financial Group Securities
Alabama
$35M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
5
CB
Cadence Bank
Mississippi
$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
176
Eudaimonia Advisors
Tennessee
$831K – – –
VWM
177
Venturi Wealth Management
Texas
$825K – – –
Vanguard Group
178
Vanguard Group
Pennsylvania
$808K +$65.7K +388 +9%
WIA
179
World Investment Advisors
California
$800K +$1.69K +10 +0.2%
MWM
180
Merriman Wealth Management
Washington
$774K – – –
GC
181
Gibson Capital
Pennsylvania
$772K – – –
CA
182
Cetera Advisors
Colorado
$711K -$70.9K -419 -9%
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$711K +$711K +4,200 New
ASFA
184
All Season Financial Advisors
Colorado
$705K -$75.3K -445 -10%
BFA
185
Beaumont Financial Advisors
Massachusetts
$704K +$112K +659 +19%
SPW
186
Sonoma Private Wealth
California
$703K -$2.71K -16 -0.4%
BSW
187
Buckingham Strategic Wealth
Missouri
$702K – – –
NS
188
NBC Securities
Alabama
$697K -$16.9K -100 -2%
SBIA
189
Sheaff Brock Investment Advisors
Indiana
$668K – – –
SWM
190
Spire Wealth Management
Virginia
$664K – – –
WFA
191
West Financial Advisors
Iowa
$648K -$8.13K -48 -1%
AC
192
Avestar Capital
New York
$624K +$139K +819 +29%
SWM
193
Sugarloaf Wealth Management
Georgia
$623K +$2.2K +13 +0.4%
ATI
194
ARK & TLK Investments
Oklahoma
$598K +$598K +3,534 New
DADC
195
D.A. Davidson & Co
Montana
$581K +$339 +2 +0.1%
FCBT
196
First Citizens Bank & Trust
North Carolina
$563K +$20.8K +123 +4%
EFG
197
Embree Financial Group
Illinois
$552K +$552K +3,260 New
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$549K +$7.96K +47 +1%
PFP
199
Pinnacle Financial Partners
Tennessee
$545K – – –
NA
200
NewEdge Advisors
Louisiana
$542K +$285K +1,667 +111%
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