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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

407 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+32
Holders Change %
+8.53%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
54
Increased
134
Reduced
117
Closed
16
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
OCM
One Capital Management
California
$30.8M
2
NYLIM
New York Life Investment Management
New York
$102M
3
AC
Apella Capital
Connecticut
$59.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.9M
5
GM
GeoWealth Management
Illinois
$19.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.1M
5
SFS
Security Financial Services
Indiana
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
176
TrueWealth Advisors
Alabama
$983K -$96.6K -517 -9%
VNA
177
Valley National Advisers
Pennsylvania
$934K – – –
ANTB
178
AMG National Trust Bank
Colorado
$926K – – –
RF
179
RHS Financial
California
$914K +$497K +2,660 +119%
Vanguard Group
180
Vanguard Group
Pennsylvania
$911K +$18.5K +99 +2%
VWM
181
Venturi Wealth Management
Texas
$911K – – –
LNC
182
Lincoln National Corp
Pennsylvania
$882K +$882K +4,718 New
MWM
183
Merriman Wealth Management
Washington
$855K – – –
GC
184
Gibson Capital
Pennsylvania
$852K – – –
WIA
185
World Investment Advisors
California
$825K -$58.1K -311 -7%
GC
186
Guidance Capital
Kentucky
$822K +$374K +2,067 +84%
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$816K +$242K +1,293 +42%
EA
188
Eudaimonia Advisors
Tennessee
$798K -$120K -642 -13%
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$785K – – –
BFA
190
Beaumont Financial Advisors
Massachusetts
$777K +$187 +1 +0%
VF
191
Virtu Financial
New York
$773K +$773K +4,139 New
NS
192
NBC Securities
Alabama
$769K – – –
BSW
193
Buckingham Strategic Wealth
Missouri
$757K -$18.7K -100 -2%
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$756K +$756K +4,047 New
ASFA
195
All Season Financial Advisors
Colorado
$738K -$39.8K -213 -5%
SBIA
196
Sheaff Brock Investment Advisors
Indiana
$738K – – –
SWM
197
Spire Wealth Management
Virginia
$718K – – –
WFA
198
West Financial Advisors
Iowa
$715K – – –
JJBC
199
James J. Burns & Company
New York
$711K -$3.89M -20,958 -85%
FGA
200
Fortis Group Advisors
New Jersey
$708K +$708K +3,790 New
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