MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

246 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+30
Holders Change %
+13.89%
% of All Funds
4.36%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
82
Reduced
66
Closed
12
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
-$35K

Top Buyers

1
VFP
Verus Financial Partners
Virginia
$37M
2
NYLIM
New York Life Investment Management
New York
$23.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.35M
4
CW
CreativeOne Wealth
Kansas
$16.7M
5
LPL Financial
LPL Financial
California
$38.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$110M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$21.8M
3
Osaic Holdings
Osaic Holdings
Arizona
$18.7M
4
LIM
Leavell Investment Management
Alabama
$31M
5
Wells Fargo
Wells Fargo
California
$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
201
Front Row Advisors
California
$178K – – –
PGAM
202
Princeton Global Asset Management
New Jersey
$173K – – –
PCFFS
203
Pacific Center for Financial Services
California
$148K +$668 +5 +0.5%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$145K – – –
QCG
205
Quadrant Capital Group
Ohio
$132K – – –
PB
206
Pinnacle Bancorp
Nebraska
$123K – – –
FFC
207
Fure Financial Corporation
Minnesota
$118K – – –
RBC
208
Roble Belko & Company
Pennsylvania
$112K +$9.18K +69 +9%
NOI
209
Newton One Investments
Delaware
$105K +$105K +783 New
JPLA
210
Joseph P. Lucia & Associates
New York
$104K +$104K +780 New
BWM
211
Birchcreek Wealth Management
Ohio
$96K +$96K +722 New
CAAS
212
Capital Asset Advisory Services
Michigan
$87K – – –
William Blair & Company
213
William Blair & Company
Illinois
$83K – – –
SFS
214
Sowell Financial Services
Arkansas
$83K – – –
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$77K -$1.61K -12 -2%
JCM
216
Jacobi Capital Management
Pennsylvania
$71K +$10.9K +82 +18%
VNA
217
Valley National Advisers
Pennsylvania
$66K – – –
BCA
218
Berman Capital Advisors
Georgia
$66K – – –
AIC
219
Archer Investment Corporation
Indiana
$55.1K – – –
MAM
220
Meeder Asset Management
Ohio
$50K +$50K +376 New
LFG
221
Larson Financial Group
Missouri
$47K – – –
GEA
222
Glen Eagle Advisors
New Jersey
$43.4K – – –
BFEC
223
Benjamin F. Edwards & Company
Missouri
$40K – – –
AF
224
Allworth Financial
California
$40K +$135 +1 +0.3%
JWBC
225
John W. Brooker & Co
California
$38K – – –
7 8
9
10 11