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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+23
Holders Change %
+8.16%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
-$1.2M

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$26.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.7M
3
UBS Group
UBS Group
Switzerland
$50.1M
4
CAN
Cetera Advisor Networks
California
$8.25M
5
NYLIM
New York Life Investment Management
New York
$62.3M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$41.1M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
3
Bank of America
Bank of America
North Carolina
$196M
4
Truist Financial
Truist Financial
North Carolina
$29.5M
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
201
Pathway Financial Advisors
Vermont
$338K – – –
PSF
202
Pacific Sun Financial
California
$336K -$31.8K -240 -9%
NAMP
203
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$334K – – –
FA
204
Fiduciary Alliance
South Carolina
$334K +$334K +2,525 New
CP
205
Capital Planning
Washington
$332K – – –
MWA
206
Meridian Wealth Advisors
Texas
$329K – – –
SMC
207
Smith, Moore & Co
Missouri
$326K – – –
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$321K -$5.83K -44 -2%
ASN
209
Advisory Services Network
Georgia
$318K -$3.84K -29 -1%
SIAS
210
Summit Investment Advisory Services
Minnesota
$317K +$317K +2,394 New
Mariner
211
Mariner
Kansas
$310K -$11.4K -86 -4%
M&T Bank
212
M&T Bank
New York
$303K -$303K -2,291 -50%
William Blair & Company
213
William Blair & Company
Illinois
$302K -$18.5K -140 -6%
MCM
214
MAI Capital Management
Ohio
$302K +$1.59K +12 +0.5%
FPF
215
First Pacific Financial
Washington
$301K +$2.78K +21 +0.9%
JIC
216
Joel Isaacson & Co
New York
$300K +$2.38K +18 +0.8%
FRA
217
Front Row Advisors
California
$293K – – –
SIM
218
Stratos Investment Management
Ohio
$287K – – –
MMPW
219
Mitchell McLeod Pugh & Williams
Alabama
$284K +$284K +2,146 New
AF
220
Advisornet Financial
Minnesota
$282K -$789K -5,957 -74%
Fisher Asset Management
221
Fisher Asset Management
Washington
$277K -$9.26K -70 -3%
ACI
222
Alpha Cubed Investments
California
$270K -$28.2K -213 -9%
BBHC
223
Brown Brothers Harriman & Co
New York
$268K – – –
EFS
224
Essex Financial Services
Connecticut
$262K +$132 +1 +0.1%
VBWMG
225
Von Berge Wealth Management Group
California
$260K +$5.34K +38 +2%
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