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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K

Top Buyers

1
SWRP
Summit Wealth & Retirement Planning
California
$19.8M
2
NYLIM
New York Life Investment Management
New York
$13.4M
3
HB
Homrich & Berg
Georgia
$6.09M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
$14.5M
5
QA
Quantitative Advantage
Minnesota
$4.75M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$135M
2
VFP
Verus Financial Partners
Virginia
$0
3
HWA
Heartwood Wealth Advisors
Virginia
$16M
4
Morgan Stanley
Morgan Stanley
New York
$114M
5
Bank of America
Bank of America
North Carolina
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
201
Stearns Financial Services Group
North Carolina
$29K – – –
RIM
202
Rockbridge Investment Management
New York
$25K -$97K -815 -80%
MA
203
MCF Advisors
Kentucky
$25K +$25K +207 New
TCM
204
TD Capital Management
Tennessee
$24K – – –
SIAS
205
Shine Investment Advisory Services
Colorado
$18K – – –
BWA
206
BDO Wealth Advisors
Florida
$17K -$1.78K -15 -9%
HGWM
207
Harvest Group Wealth Management
Massachusetts
$16K +$235 +2 +1%
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K +$2.16K +18 +24%
CG
209
Cutler Group
California
$11K -$100K -900 -90%
AWM
210
AllSquare Wealth Management
New York
$9K – – –
ME
211
McIlrath & Eck
Washington
$8K – – –
SIS
212
Sound Income Strategies
Florida
$6K – – –
AA
213
Advisory Alpha
Michigan
$5K +$5K +40 New
AssetMark Inc
214
AssetMark Inc
California
$4K +$4K +36 New
BlackRock
215
BlackRock
New York
$3K – – –
FCH
216
Freestone Capital Holdings
Washington
$962 +$962 +8 New
UWM
217
USAdvisors Wealth Management
Minnesota
$663 +$1 +9 +0.2%
VFP
218
Verus Financial Partners
Virginia
– -$31.7M -290,062 Closed
SEIA
219
Signature Estate & Investment Advisors
California
– -$1.74M -15,861 Closed
Goldman Sachs
220
Goldman Sachs
New York
– -$827K -7,557 Closed
BRWM
221
B. Riley Wealth Management
Tennessee
– -$341K -3,113 Closed
CIA
222
Compass Ion Advisors
Pennsylvania
– -$251K -2,296 Closed
CAN
223
Cetera Advisor Networks
California
– -$138K -1,262 Closed
JPLA
224
Joseph P. Lucia & Associates
New York
– -$85K -777 Closed
PWP
225
Principle Wealth Partners
Connecticut
– -$33K -300 Closed
6 7 8
9
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