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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

257 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+11
Holders Change %
+4.47%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
28
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$626K

Top Buyers

1
GEM
Global Endowment Management
North Carolina
$213M
2
MWM
Merriman Wealth Management
Washington
$17.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$68.5M
4
AWM
AE Wealth Management
Kansas
$9.77M
5
SG
StoneX Group
New York
$11.5M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$383K
2
KP
Keel Point
Alabama
$23.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$13M
4
Bank of America
Bank of America
North Carolina
$247M
5
CI
CX Institutional
Indiana
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
201
Wilbanks Smith & Thomas Asset Management
Virginia
$208K +$208K +1,483 New
BCM
202
Brookstone Capital Management
Illinois
$206K +$206K +1,470 New
MS
203
Madden Securities
Texas
$205K -$51.1K -364 -20%
PGAM
204
Princeton Global Asset Management
New Jersey
$182K – – –
PCFFS
205
Pacific Center for Financial Services
California
$156K +$561 +4 +0.4%
AF
206
Advisornet Financial
Minnesota
$154K -$71.6K -510 -32%
CC
207
Cassaday & Co
Virginia
$149K -$112K -798 -43%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$145K – – –
QCG
209
Quadrant Capital Group
Ohio
$136K -$2.53K -18 -2%
PB
210
Pinnacle Bancorp
Nebraska
$129K – – –
RBC
211
Roble Belko & Company
Pennsylvania
$118K – – –
IFAM
212
Institutional & Family Asset Management
Colorado
$116K +$116K +830 New
NOI
213
Newton One Investments
Delaware
$110K – – –
JPLA
214
Joseph P. Lucia & Associates
New York
$109K – – –
SFS
215
Sowell Financial Services
Arkansas
$109K +$17.3K +117 +19%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$102K +$21.4K +152 +26%
CAAS
217
Capital Asset Advisory Services
Michigan
$92K – – –
William Blair & Company
218
William Blair & Company
Illinois
$87K – – –
AIC
219
Ameritas Investment Company
Nebraska
$85.7K +$85.7K +611 New
BCA
220
Berman Capital Advisors
Georgia
$70K – – –
VNA
221
Valley National Advisers
Pennsylvania
$69K – – –
IAIM
222
International Assets Investment Management
Florida
$65K +$32.6K +238 +100%
AWA
223
Arkadios Wealth Advisors
Georgia
$59K +$28.6K +206 +94%
AIC
224
Archer Investment Corporation
Indiana
$57.9K – – –
JCM
225
Jacobi Capital Management
Pennsylvania
$57K -$17.5K -125 -23%
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9
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