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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

419 hedge funds and large institutions have $2.89B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+12
Holders Change %
+2.95%
% of All Funds
6.09%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
46
Increased
135
Reduced
113
Closed
26
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$1.58M

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$29.3M
2
Bank of America
2
Bank of America
North Carolina
$313M
3
AC
3
Apella Capital
Connecticut
$77.8M
4
WA
4
Win Advisors
Florida
$12M
5
NYLIM
5
New York Life Investment Management
New York
$119M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$296K
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$3.27M
3
GM
3
GeoWealth Management
Illinois
$4.02M
4
EE
4
EWG Elevate
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
Ancora Advisors
Ohio
$1.1M -$152K -769 -12%
MA
177
MJP Associates
Connecticut
$1.1M -$1.38K -7 -0.1%
AO
178
Advisor OS
Illinois
$1.1M -$1.38K -7 -0.1%
PA
179
PFG Advisors
Arizona
$1.1M +$1.1M +5,584 New
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$1.1M +$239K +1,210 +28%
IWM
181
IHT Wealth Management
Illinois
$1.07M +$26K +132 +2%
TA
182
TrueWealth Advisors
Alabama
$1.06M +$24.1K +122 +2%
Vanguard Group
183
Vanguard Group
Pennsylvania
$988K +$26.6K +135 +3%
VNA
184
Valley National Advisers
Pennsylvania
$986K – – –
ANTB
185
AMG National Trust Bank
Colorado
$978K – – –
VWM
186
Venturi Wealth Management
Texas
$962K – – –
WIA
187
World Investment Advisors
California
$947K +$76K +385 +9%
MWM
188
Merriman Wealth Management
Washington
$902K – – –
GC
189
Gibson Capital
Pennsylvania
$900K – – –
CCWM
190
Cassaday & Co Wealth Management
Virginia
$894K +$483K +2,446 +117%
JWA
191
JFS Wealth Advisors
Pennsylvania
$876K +$299K +1,518 +52%
BFA
192
Beaumont Financial Advisors
Massachusetts
$836K +$15.8K +80 +2%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$829K – – –
FTS
194
Fifth Third Securities
Ohio
$803K +$237K +1,199 +42%
FSA
195
Fort Sheridan Advisors
Illinois
$802K +$802K +4,067 New
BSW
196
Buckingham Strategic Wealth
Missouri
$799K – – –
BIM
197
Breakwater Investment Management
Washington
$795K +$51.5K +261 +7%
NS
198
NBC Securities
Alabama
$795K -$17.8K -90 -2%
SBIA
199
Sheaff Brock Investment Advisors
Indiana
$779K – – –
AC
200
Avestar Capital
New York
$776K +$48.7K +247 +7%
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