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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

419 hedge funds and large institutions have $2.89B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+12
Holders Change %
+2.95%
% of All Funds
6.09%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
46
Increased
135
Reduced
113
Closed
26
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$1.58M

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$29.3M
2
Bank of America
2
Bank of America
North Carolina
$313M
3
AC
3
Apella Capital
Connecticut
$77.8M
4
WA
4
Win Advisors
Florida
$12M
5
NYLIM
5
New York Life Investment Management
New York
$119M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$296K
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$3.27M
3
GM
3
GeoWealth Management
Illinois
$4.02M
4
EE
4
EWG Elevate
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGA
201
Fortis Group Advisors
New Jersey
$756K +$8.48K +43 +1%
WFA
202
West Financial Advisors
Iowa
$755K – – –
KC
203
Knuff & Co
California
$739K +$739K +3,747 New
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$730K +$72.2K +366 +11%
SWM
205
Sugarloaf Wealth Management
Georgia
$728K – – –
SPW
206
Sonoma Private Wealth
California
$718K – – –
PCM
207
Parsons Capital Management
Rhode Island
$717K +$229K +1,159 +47%
ASFA
208
All Season Financial Advisors
Colorado
$707K -$72.6K -368 -9%
ATI
209
ARK & TLK Investments
Oklahoma
$695K – – –
WFS
210
WealthGarden F.S.
California
$695K +$695K +3,525 New
WBG
211
Wharton Business Group
Pennsylvania
$673K +$673K +3,410 New
CFG
212
CMC Financial Group
Georgia
$668K -$1.07M -5,447 -62%
SWP
213
Stratos Wealth Partners
Ohio
$664K +$135K +684 +26%
SSB
214
Sandy Spring Bank
Maryland
$659K +$113K +575 +21%
DADC
215
D.A. Davidson & Co
Montana
$656K +$1.58K +8 +0.2%
SSWM
216
Sheets Smith Wealth Management
North Carolina
$651K +$19.7K +100 +3%
MCM
217
MAI Capital Management
Ohio
$650K +$195K +988 +43%
SCM
218
SOL Capital Management
Maryland
$635K +$4.93K +25 +0.8%
OAS
219
Optivise Advisory Services
Tennessee
$630K +$630K +3,195 New
EFG
220
Embree Financial Group
Illinois
$605K – – –
OIA
221
OneDigital Investment Advisors
Kansas
$587K +$287K +1,453 +95%
SF
222
Synovus Financial
Georgia
$583K +$5.92K +30 +1%
MAV
223
Mason & Associates (Virginia)
Virginia
$578K +$578K +2,929 New
MFWP
224
Mosaic Family Wealth Partners
Missouri
$578K – – –
US Bancorp
225
US Bancorp
Minnesota
$572K – – –
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9
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