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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

301 hedge funds and large institutions have $2.15B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+22
Holders Change %
+7.89%
% of All Funds
4.65%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
52
Increased
100
Reduced
80
Closed
21
Calls
–
Puts
$2.62M
Net Calls
-$2.62M
Net Calls Change
-$2.35M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$32.5M
2
BDF
Black Diamond Financial
Maryland
$19M
3
FTS
Fifth Third Securities
Ohio
$7.2M
4
AWM
AE Wealth Management
Kansas
$12.4M
5
Ameriprise
Ameriprise
Minnesota
$58.8M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$116M
2
MGIA
Moneta Group Investment Advisors
Missouri
$5.4M
3
KAS
Kestra Advisory Services
Texas
$1.84M
4
CW
CreativeOne Wealth
Kansas
$19.7M
5
GM
GeoWealth Management
Illinois
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
201
Financial Synergies Wealth Advisors
Texas
$347K -$30.1K -179 -8%
CFA
202
Carroll Financial Associates
North Carolina
$345K +$44K +260 +15%
AF
203
Advisornet Financial
Minnesota
$333K – – –
ARC
204
Advisor Resource Council
Texas
$332K +$332K +1,976 New
5L
205
55I LLC
Massachusetts
$331K -$3.87K -23 -1%
PPW
206
Pinnacle Private Wealth
Massachusetts
$326K +$326K +1,938 New
AAS
207
Ameritas Advisory Services
Nebraska
$324K +$324K +1,929 New
HNB
208
Huntington National Bank
Ohio
$319K -$290K – –
William Blair & Company
209
William Blair & Company
Illinois
$319K +$319K +1,897 New
OC
210
Oakworth Capital
Alabama
$318K – – –
Prudential Financial
211
Prudential Financial
New Jersey
$317K +$19.6K +118 +7%
PSF
212
Pacific Sun Financial
California
$312K +$19.5K +116 +7%
CIA
213
Compass Ion Advisors
Pennsylvania
$295K +$35K +208 +13%
SAM
214
Smithbridge Asset Management
Pennsylvania
$291K -$25.2K -150 -8%
PA
215
Procyon Advisors
Connecticut
$290K – – –
VBWMG
216
Von Berge Wealth Management Group
California
$289K +$289K +1,815 New
AC
217
Avant Capital
Louisiana
$280K +$280K +1,667 New
Koshinski Asset Management
218
Koshinski Asset Management
Illinois
$276K – – –
MAM
219
Meeder Asset Management
Ohio
$273K – – –
SWA
220
SFMG Wealth Advisors
Texas
$272K – – –
MSAM
221
Moloney Securities Asset Management
Missouri
$269K -$15.1K -90 -5%
WFA
222
Wells Financial Advisors
Massachusetts
$269K -$8.4K -50 -3%
CBN
223
Cadence Bank NA
Texas
$269K – – –
WSTAM
224
Wilbanks Smith & Thomas Asset Management
Virginia
$249K – – –
BCI
225
Brinker Capital Investments
Pennsylvania
$249K +$249K +1,480 New
7 8
9
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