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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

59 hedge funds and large institutions have $255M invested in Vanguard Mega Cap 300 Index ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.71%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
6
Increased
24
Reduced
20
Closed
7
Calls
–
Puts
$287K
Net Calls
-$287K
Net Calls Change
+$187K

Top Buyers

1
BJ
1
Brouwer & Janachowski
California
$8.52M
2
BEAM
2
Baker Ellis Asset Management
Washington
$2.86M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$2.82M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.75M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.88M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.8M
2
VFP
2
Verus Financial Partners
Virginia
$54.3M
3
LPL Financial
3
LPL Financial
California
$4.83M
4
U
4
UBS
Switzerland
$13.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.11M
Name Market Value Shares Shares
Change 		Shares
Change %
VFP
1
Verus Financial Partners
Virginia
$54.3M 849,924 -26,282 -3%
Bank of America
2
Bank of America
North Carolina
$23.8M 371,933 -91,792 -20%
BCI
3
Brinker Capital Investments
Pennsylvania
$22.9M 357,699 -5,100 -1%
AA
4
Ancora Advisors
Ohio
$13.9M 217,804 +100 +0%
U
5
UBS
Switzerland
$13.1M 205,698 -15,229 -7%
Wells Fargo
6
Wells Fargo
California
$12.9M 202,243 +1,144 +0.6%
EK
7
Evensky & Katz
Florida
$12.9M 202,004 -1,702 -0.8%
B
8
BancorpSouth
Mississippi
$12.4M 194,572 +4,357 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.4M 179,010 +6,409 +4%
BJ
10
Brouwer & Janachowski
California
$8.52M 133,414 +48,835 +58%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.11M 127,011 -11,153 -8%
Morgan Stanley
12
Morgan Stanley
New York
$7.17M 112,299 +1,677 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.75M 90,066 +29,157 +48%
LPL Financial
14
LPL Financial
California
$4.83M 75,575 -22,521 -23%
ICAS
15
Investors Capital Advisory Services
Massachusetts
$4.3M 67,258 -3,457 -5%
SCM
16
SOL Capital Management
Maryland
$3.94M 61,615 -8,045 -12%
PFM
17
Phillips Financial Management
Indiana
$3.31M 51,923 -578 -1%
BEAM
18
Baker Ellis Asset Management
Washington
$2.86M 44,825 +33,743 +304%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$2.82M 44,165 +31,590 +251%
Ameriprise
20
Ameriprise
Minnesota
$2.7M 42,283 +1,426 +3%
NPC
21
National Planning Corporation
California
$2.08M 32,220 +1,861 +6%
AIG
22
American International Group
New York
$2.03M 31,843 +4,818 +18%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.88M 29,466 +9,926 +51%
Creative Planning
24
Creative Planning
Kansas
$1.73M 27,024 -2,100 -7%
CAN
25
Cetera Advisor Networks
California
$1.48M 23,182 +3,650 +19%
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