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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

267 hedge funds and large institutions have $1.87B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
24
Increased
93
Reduced
79
Closed
11
Calls
$587K
Puts
$761K
Net Calls
-$174K
Net Calls Change
-$1.02M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$18.7M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$16.8M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.76M
4
RJA
Raymond James & Associates
Florida
+$4.4M
5
CW
CreativeOne Wealth
Kansas
+$3.93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$32.9M
2
GEM
Global Endowment Management
North Carolina
-$28.3M
3
MWM
Merriman Wealth Management
Washington
-$18.7M
4
HWA
Heartwood Wealth Advisors
Virginia
-$18.3M
5
Creative Planning
Creative Planning
Kansas
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
201
TrinityPoint Wealth
Connecticut
$242K -$45.7K -300 -16%
NEIRG
202
New England Investment & Retirement Group
Massachusetts
$242K -$19.2K -126 -7%
CAN
203
Cetera Advisor Networks
California
$242K +$242K +1,590 New
GGS
204
Galvin Gaustad & Stein
Arizona
$240K – – –
CIA
205
Compass Ion Advisors
Pennsylvania
$235K +$609 +4 +0.3%
WSTAM
206
Wilbanks Smith & Thomas Asset Management
Virginia
$226K – – –
MS
207
Madden Securities
Texas
$223K – – –
AIC
208
Ameritas Investment Company
Nebraska
$216K +$123K +805 +132%
NNP
209
Nachman Norwood & Parrott
South Carolina
$213K +$213K +1,397 New
DI
210
Disciplined Investments
Oklahoma
$212K -$15.8K -104 -7%
RS
211
Retirement Solution
Washington
$209K +$209K +1,374 New
HSWM
212
Hubbell Strickland Wealth Management
Louisiana
$208K +$208K +1,363 New
CS
213
Comerica Securities
Michigan
$203K +$203K +1,331 New
PGAM
214
Princeton Global Asset Management
New Jersey
$198K – – –
PCFFS
215
Pacific Center for Financial Services
California
$170K +$457 +3 +0.3%
AF
216
Advisornet Financial
Minnesota
$168K +$1.22K +8 +0.7%
CC
217
Cassaday & Co
Virginia
$155K -$6.7K -44 -4%
PB
218
Pinnacle Bancorp
Nebraska
$148K +$8.21K +54 +6%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$145K – – –
VNIM
220
Vaughan Nelson Investment Management
Texas
$138K +$138K +905 New
QCG
221
Quadrant Capital Group
Ohio
$137K -$10.4K -68 -7%
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K +$122K +800 +860%
CFD
223
Creative Financial Designs
Indiana
$132K +$121K +797 +1,139%
RBC
224
Roble Belko & Company
Pennsylvania
$128K – – –
IFAM
225
Institutional & Family Asset Management
Colorado
$126K – – –
7 8
9
10 11