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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

423 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.12%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
34
Increased
159
Reduced
126
Closed
24
Calls
$207K
Puts
$248K
Net Calls
-$41K
Net Calls Change
-$278K

Top Buyers

1
MFIM
Mesirow Financial Investment Management
Illinois
$40.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$40.8M
3
AUB
Atlantic Union Bankshares
Virginia
$16.9M
4
GM
GeoWealth Management
Illinois
$18.3M
5
AC
Apella Capital
Connecticut
$90.2M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$45M
2
NYLIM
New York Life Investment Management
New York
$107M
3
WA
Win Advisors
Florida
$0
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$83.3M
5
Goldman Sachs
Goldman Sachs
New York
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEM
176
Strategic Equity Management
Arizona
$1.15M -$22.7K -110 -2%
AA
177
Ancora Advisors
Ohio
$1.13M -$31K -150 -3%
RF
178
RHS Financial
California
$1.12M +$1.12M +5,436 New
TA
179
TrueWealth Advisors
Alabama
$1.08M -$28.3K -137 -3%
CCWM
180
Cassaday & Co Wealth Management
Virginia
$1.08M +$144K +697 +15%
Vanguard Group
181
Vanguard Group
Pennsylvania
$1.07M +$34.9K +169 +3%
ML
182
McAdam LLC
Pennsylvania
$1.06M -$123K -593 -10%
MFGM
183
Marshall Financial Group (Maryland)
Maryland
$1.04M -$528K -2,556 -34%
VNA
184
Valley National Advisers
Pennsylvania
$1.03M – – –
VWM
185
Venturi Wealth Management
Texas
$1.01M – – –
ANTB
186
AMG National Trust Bank
Colorado
$970K -$53.7K -260 -5%
NS
187
NBC Securities
Alabama
$968K +$135K +655 +16%
FSA
188
Fort Sheridan Advisors
Illinois
$951K +$110K +533 +13%
MWM
189
Merriman Wealth Management
Washington
$945K – – –
GC
190
Gibson Capital
Pennsylvania
$942K – – –
WIA
191
World Investment Advisors
California
$930K -$61.6K -298 -6%
JWA
192
JFS Wealth Advisors
Pennsylvania
$926K +$7.85K +38 +0.9%
ACM
193
AlphaStar Capital Management
North Carolina
$911K +$911K +4,410 New
BFA
194
Beaumont Financial Advisors
Massachusetts
$877K +$827 +4 +0.1%
AC
195
Avestar Capital
New York
$874K +$61.8K +299 +8%
Pathstone Holdings
196
Pathstone Holdings
New Jersey
$868K – – –
FGA
197
Fortis Group Advisors
New Jersey
$824K +$31.6K +153 +4%
SBIA
198
Sheaff Brock Investment Advisors
Indiana
$816K – – –
SWM
199
Spire Wealth Management
Virginia
$808K -$780K -3,776 -49%
FTS
200
Fifth Third Securities
Ohio
$803K -$35.3K -171 -4%
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