MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

375 hedge funds and large institutions have $2.47B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+50
Holders Change %
+15.38%
% of All Funds
5.5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
68
Increased
127
Reduced
96
Closed
14
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$245M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.4M
3
AC
Apella Capital
Connecticut
$41.8M
4
MFIM
Mesirow Financial Investment Management
Illinois
$15M
5
Truist Financial
Truist Financial
North Carolina
$55.5M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
EFG
Ethos Financial Group
Pennsylvania
$0
3
CFGS
Concourse Financial Group Securities
Alabama
$35M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
5
CB
Cadence Bank
Mississippi
$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
201
Stratos Wealth Partners
Ohio
$538K +$28.6K +169 +6%
AAS
202
Ameritas Advisory Services
Nebraska
$536K -$501K -2,870 -48%
DWMG
203
DB Wealth Management Group
California
$526K +$1.02K +6 +0.2%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$521K – – –
SCM
205
SOL Capital Management
Maryland
$520K -$42.3K -250 -8%
SSWM
206
Sheets Smith Wealth Management
North Carolina
$508K – – –
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$501K – – –
MFWP
208
Mosaic Family Wealth Partners
Missouri
$496K – – –
SSB
209
Sandy Spring Bank
Maryland
$491K -$201K -1,188 -29%
US Bancorp
210
US Bancorp
Minnesota
$491K -$54.2K -320 -10%
SF
211
Synovus Financial
Georgia
$488K +$9.15K +54 +2%
C1AG
212
Client 1st Advisory Group
Florida
$488K +$339 +2 +0.1%
GP
213
Greenline Partners
New York
$487K – – –
IWC
214
Integrated Wealth Concepts
Massachusetts
$454K +$231K +1,364 +103%
GW
215
GW & Wade
Massachusetts
$449K – – –
FCA
216
FLC Capital Advisors
California
$444K – – –
CJ
217
Caitlin John
Michigan
$434K +$434K +2,565 New
FPGK
218
Financial Partners Group (Kansas)
Kansas
$434K – – –
PFA
219
Pathway Financial Advisors
Vermont
$433K – – –
PSF
220
Pacific Sun Financial
California
$432K +$6.77K +40 +2%
CP
221
Capital Planning
Washington
$424K – – –
NRC
222
New Republic Capital
North Carolina
$422K – – –
MWA
223
Meridian Wealth Advisors
Texas
$421K – – –
FTS
224
Fifth Third Securities
Ohio
$420K -$22.3K -132 -5%
SMC
225
Smith, Moore & Co
Missouri
$417K – – –
7 8
9
10 11