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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

455 hedge funds and large institutions have $3.21B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 150 increasing their positions, 139 reducing their positions, and 24 closing their positions.

Holders
455
Holders Change
+32
Holders Change %
+7.57%
% of All Funds
6.06%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
66
Increased
150
Reduced
139
Closed
24
Calls
$234K
Puts
–
Net Calls
+$234K
Net Calls Change
+$275K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$65.4M
2
Wells Fargo
2
Wells Fargo
California
$118M
3
VWA
3
VSM Wealth Advisory
Maryland
$15M
4
MWM
4
Modera Wealth Management
New Jersey
$15M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$28.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$11.8M
2
KAS
2
Kestra Advisory Services
Texas
$9.63M
3
MFIM
3
Mesirow Financial Investment Management
Illinois
$21.9M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$49M
5
FFA
5
Farther Finance Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MG
176
Mather Group
Illinois
$1.24M 5,849 – –
SWA
177
Strategies Wealth Advisors
Michigan
$1.23M 5,599 -231 -4%
IWM
178
IHT Wealth Management
Illinois
$1.21M 5,709 -634 -10%
MA
179
MJP Associates
Connecticut
$1.2M 5,623 +7 +0.1%
AO
180
Advisor OS
Illinois
$1.2M 5,623 +7 +0.1%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$1.19M 5,574 -4 -0.1%
CIA
182
Concurrent Investment Advisors
Florida
$1.19M 5,573 +2,683 +93%
RF
183
RHS Financial
California
$1.16M 5,462 +26 +0.5%
AA
184
Ancora Advisors
Ohio
$1.15M 5,404 -45 -0.8%
MSFS
185
Main Street Financial Solutions
Pennsylvania
$1.11M 5,240 -3,470 -40%
CCWM
186
Cassaday & Co Wealth Management
Virginia
$1.11M 5,226 – –
TA
187
TrueWealth Advisors
Alabama
$1.08M 5,064 -181 -3%
SEM
188
Strategic Equity Management
Arizona
$1.07M 5,020 -553 -10%
FFC
189
First Financial Corp
Indiana
$1.06M 5,000 -3,093 -38%
VNA
190
Valley National Advisers
Pennsylvania
$1.06M 4,999 – –
ML
191
McAdam LLC
Pennsylvania
$1.06M 4,981 -128 -3%
FSA
192
Fort Sheridan Advisors
Illinois
$1.06M 4,970 +370 +8%
VWM
193
Venturi Wealth Management
Texas
$1.04M 4,875 – –
WIA
194
World Investment Advisors
California
$1.03M 4,845 +344 +8%
MAS
195
MPWM Advisory Solutions
Georgia
$1.01M 4,761 +4,761 New
FA
196
FDx Advisors
Illinois
$1M 4,722 -2,231 -32%
JWA
197
JFS Wealth Advisors
Pennsylvania
$989K 4,652 +173 +4%
GC
198
Gibson Capital
Pennsylvania
$970K 4,560 – –
ANTB
199
AMG National Trust Bank
Colorado
$954K 4,485 -210 -4%
AC
200
Avestar Capital
New York
$942K 4,429 +198 +5%
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