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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

407 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+32
Holders Change %
+8.53%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
54
Increased
134
Reduced
117
Closed
16
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
OCM
One Capital Management
California
$30.8M
2
NYLIM
New York Life Investment Management
New York
$102M
3
AC
Apella Capital
Connecticut
$59.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.9M
5
GM
GeoWealth Management
Illinois
$19.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.1M
5
SFS
Security Financial Services
Indiana
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
201
Breakwater Investment Management
Washington
$705K +$705K +3,771 New
SWM
202
Sugarloaf Wealth Management
Georgia
$690K +$2.06K +11 +0.3%
AC
203
Avestar Capital
New York
$689K – – –
SPW
204
Sonoma Private Wealth
California
$680K -$96.1K -514 -12%
CCM
205
Colorado Capital Management
Colorado
$671K +$671K +3,593 New
FIA
206
Foundations Investment Advisors
Arizona
$664K +$664K +3,554 New
ATI
207
ARK & TLK Investments
Oklahoma
$659K -$1.68K -9 -0.3%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$623K +$16.6K +89 +3%
DADC
209
D.A. Davidson & Co
Montana
$619K -$22.2K -119 -3%
SSWM
210
Sheets Smith Wealth Management
North Carolina
$598K +$37.4K +200 +7%
SCM
211
SOL Capital Management
Maryland
$597K +$23.3K +125 +4%
PFP
212
Pinnacle Financial Partners
Tennessee
$573K -$28.6K -153 -5%
EFG
213
Embree Financial Group
Illinois
$573K -$36.4K -195 -6%
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$553K – – –
MFWP
215
Mosaic Family Wealth Partners
Missouri
$547K – – –
SF
216
Synovus Financial
Georgia
$547K +$8.04K +43 +1%
FCBT
217
First Citizens Bank & Trust
North Carolina
$546K -$74.7K -400 -12%
JWA
218
JFS Wealth Advisors
Pennsylvania
$546K +$226K +1,209 +71%
Goldman Sachs
219
Goldman Sachs
New York
$546K -$5.01M -26,790 -90%
US Bancorp
220
US Bancorp
Minnesota
$542K – – –
EH
221
Equitable Holdings
New York
$542K +$232K +1,240 +75%
GFG
222
Goldstone Financial Group
Illinois
$540K +$540K +2,888 New
GP
223
Greenline Partners
New York
$538K – – –
FTS
224
Fifth Third Securities
Ohio
$534K +$71.2K +381 +15%
AQR Capital Management
225
AQR Capital Management
Connecticut
$531K +$531K +2,841 New
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9
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