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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

321 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+16
Holders Change %
+5.25%
% of All Funds
5.06%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
39
Increased
103
Reduced
96
Closed
20
Calls
$2.15M
Puts
$422K
Net Calls
+$1.72M
Net Calls Change
+$1.51M

Top Buyers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$16.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.1M
3
Bank of America
3
Bank of America
North Carolina
$239M
4
BHWA
4
Beacon Harbor Wealth Advisors
Virginia
$8.55M
5
Truist Financial
5
Truist Financial
North Carolina
$36.9M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$74.1M
3
FA
3
FDx Advisors
Illinois
$1.7M
4
PMG
4
ProVise Management Group
Florida
$18.1M
5
RJA
5
Raymond James & Associates
Florida
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
201
Pathway Financial Advisors
Vermont
$400K – – –
SWP
202
Stratos Wealth Partners
Ohio
$395K +$23.9K +153 +6%
CP
203
Capital Planning
Washington
$392K – – –
MWA
204
Meridian Wealth Advisors
Texas
$389K – – –
AWM
205
Apollon Wealth Management
South Carolina
$388K +$388K +2,479 New
PSF
206
Pacific Sun Financial
California
$381K +$381K +2,661 New
USB
207
Union Savings Bank
Connecticut
$377K +$377K +2,327 New
RWP
208
RWA Wealth Partners
Massachusetts
$375K +$157K +1,002 +72%
ASN
209
Advisory Services Network
Georgia
$367K -$8.6K -55 -2%
DI
210
DFPG Investments
Utah
$366K -$19.6K -122 -5%
FPF
211
First Pacific Financial
Washington
$358K +$1.25K +8 +0.4%
JIC
212
Joel Isaacson & Co
New York
$356K +$1.1K +7 +0.3%
MCM
213
MAI Capital Management
Ohio
$356K +$10.2K +65 +3%
HTC
214
Haverford Trust Company
Pennsylvania
$355K -$106K -675 -23%
GC
215
Guidance Capital
Kentucky
$355K +$355K +2,253 New
TTWM
216
TCV Trust & Wealth Management
Virginia
$353K +$30.7K +196 +10%
HNB
217
Huntington National Bank
Ohio
$350K -$320K – –
FA
218
Flagstar Advisors
New York
$347K -$107K -684 -24%
FRA
219
Front Row Advisors
California
$346K – – –
William Blair & Company
220
William Blair & Company
Illinois
$344K -$13.3K -85 -4%
SIAS
221
Summit Investment Advisory Services
Minnesota
$342K -$32.9K -210 -9%
SIM
222
Stratos Investment Management
Ohio
$339K – – –
MMPW
223
Mitchell McLeod Pugh & Williams
Alabama
$336K – – –
ACI
224
Alpha Cubed Investments
California
$319K – – –
BBHC
225
Brown Brothers Harriman & Co
New York
$316K – – –
7 8
9
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