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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

279 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+12
Holders Change %
+4.49%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
71
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$21.8M
2
Truist Financial
Truist Financial
North Carolina
+$20.8M
3
GM
GeoWealth Management
Illinois
+$18.8M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$17.7M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$16M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
-$59M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.3M
3
Bank of America
Bank of America
North Carolina
-$9.39M
4
BDF
Black Diamond Financial
Maryland
-$8.82M
5
CFGS
Concourse Financial Group Securities
Alabama
-$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Smithbridge Asset Management
Pennsylvania
$286K – – –
Prudential Financial
202
Prudential Financial
New Jersey
$283K -$40.8K -258 -13%
CFA
203
Carroll Financial Associates
North Carolina
$271K – – –
PSF
204
Pacific Sun Financial
California
$265K +$265K +1,740 New
PA
205
Procyon Advisors
Connecticut
$263K +$3.96K +26 +2%
MSAM
206
Moloney Securities Asset Management
Missouri
$258K – – –
WFA
207
Wells Financial Advisors
Massachusetts
$252K – – –
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$250K +$250K +1,641 New
MAM
209
Meeder Asset Management
Ohio
$247K – – –
SWA
210
SFMG Wealth Advisors
Texas
$246K +$246K +1,617 New
CBN
211
Cadence Bank NA
Texas
$244K – – –
TW
212
TrinityPoint Wealth
Connecticut
$237K -$5.34K -35 -2%
CIA
213
Compass Ion Advisors
Pennsylvania
$235K – – –
WSTAM
214
Wilbanks Smith & Thomas Asset Management
Virginia
$226K – – –
MS
215
Madden Securities
Texas
$223K – – –
CS
216
Comerica Securities
Michigan
$223K +$19.3K +126 +9%
IFWM
217
Institute for Wealth Management
Colorado
$221K +$221K +1,450 New
CFS
218
CRA Financial Services
New Jersey
$219K +$219K +1,436 New
AIC
219
Ameritas Investment Company
Nebraska
$216K – – –
DI
220
Disciplined Investments
Oklahoma
$210K -$2.44K -16 -1%
RS
221
Retirement Solution
Washington
$209K – – –
HSWM
222
Hubbell Strickland Wealth Management
Louisiana
$208K – – –
GGS
223
Galvin Gaustad & Stein
Arizona
$206K -$34.3K -225 -14%
NEIRG
224
New England Investment & Retirement Group
Massachusetts
$202K -$40.4K -265 -17%
CC
225
Cassaday & Co
Virginia
$202K +$47.2K +310 +30%
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9
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