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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

423 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.12%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
34
Increased
159
Reduced
126
Closed
24
Calls
$207K
Puts
$248K
Net Calls
-$41K
Net Calls Change
-$278K

Top Buyers

1
MFIM
Mesirow Financial Investment Management
Illinois
$40.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$40.8M
3
AUB
Atlantic Union Bankshares
Virginia
$16.9M
4
GM
GeoWealth Management
Illinois
$18.3M
5
AC
Apella Capital
Connecticut
$90.2M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$45M
2
NYLIM
New York Life Investment Management
New York
$107M
3
WA
Win Advisors
Florida
$0
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$83.3M
5
Goldman Sachs
Goldman Sachs
New York
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
201
West Financial Advisors
Iowa
$785K -$5.58K -27 -0.7%
PCM
202
Parsons Capital Management
Rhode Island
$780K +$28.9K +140 +4%
SWM
203
Sugarloaf Wealth Management
Georgia
$767K +$4.13K +20 +0.5%
SPW
204
Sonoma Private Wealth
California
$752K – – –
KC
205
Knuff & Co
California
$743K -$31.4K -152 -4%
AQR Capital Management
206
AQR Capital Management
Connecticut
$743K +$171K +827 +30%
WFS
207
WealthGarden F.S.
California
$733K +$4.55K +22 +0.6%
ATI
208
ARK & TLK Investments
Oklahoma
$728K – – –
KWA
209
Kingswood Wealth Advisors
California
$724K +$724K +3,503 New
DAS
210
Dynamic Advisor Solutions
Arizona
$707K -$1.23M -5,933 -63%
CFG
211
CMC Financial Group
Georgia
$699K – – –
SSB
212
Sandy Spring Bank
Maryland
$690K – – –
DADC
213
D.A. Davidson & Co
Montana
$690K +$3.51K +17 +0.5%
ASFA
214
All Season Financial Advisors
Colorado
$684K -$55.8K -270 -8%
SSWM
215
Sheets Smith Wealth Management
North Carolina
$682K – – –
SCM
216
SOL Capital Management
Maryland
$666K – – –
IWC
217
Integrated Wealth Concepts
Massachusetts
$665K +$74.4K +360 +13%
OIA
218
OneDigital Investment Advisors
Kansas
$640K +$25K +121 +4%
PFP
219
Pinnacle Financial Partners
Tennessee
$640K +$98.2K +475 +18%
EFG
220
Embree Financial Group
Illinois
$633K – – –
MFWP
221
Mosaic Family Wealth Partners
Missouri
$605K – – –
CIA
222
Concurrent Investment Advisors
Florida
$597K +$597K +2,890 New
MAV
223
Mason & Associates (Virginia)
Virginia
$597K -$8.68K -42 -1%
GP
224
Greenline Partners
New York
$595K – – –
FCBT
225
First Citizens Bank & Trust
North Carolina
$591K – – –
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9
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