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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

87 hedge funds and large institutions have $458M invested in Vanguard Mega Cap 300 Index ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
13
Increased
27
Reduced
31
Closed
10
Calls
–
Puts
$286K
Net Calls
-$286K
Net Calls Change
-$286K

Top Buyers

1
WCWM
1
Wooster Corthell Wealth Management
Connecticut
$29.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$35.3M
3
CA
3
Capital Advantage
California
$9.08M
4
AIS
4
American Investment Services
Massachusetts
$4.9M
5
LPT
5
Legacy Private Trust
Wisconsin
$4.87M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$64.4M
2
LPL Financial
2
LPL Financial
California
$10.5M
3
BWM
3
Baystate Wealth Management
Massachusetts
$205K
4
Wells Fargo
4
Wells Fargo
California
$21.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$64.4M 899,989 -375,584 -29%
VFP
2
Verus Financial Partners
Virginia
$53.1M 742,657 -12,641 -2%
Morgan Stanley
3
Morgan Stanley
New York
$35.3M 493,212 +164,287 +50%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$29.8M 416,843 +411,457 +7,639%
UBS Group
5
UBS Group
Switzerland
$25.8M 360,715 -28,724 -7%
Wells Fargo
6
Wells Fargo
California
$21.6M 301,667 -48,471 -14%
AA
7
Ancora Advisors
Ohio
$21.5M 299,991 +1,665 +0.6%
B
8
BancorpSouth
Mississippi
$19.7M 275,412 +2,098 +0.8%
AllianceBernstein
9
AllianceBernstein
Tennessee
$18.6M 260,187 -285 -0.1%
EK
10
Evensky & Katz
Florida
$15.6M 217,849 +934 +0.4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$13.5M 189,045 -441 -0.2%
LPL Financial
12
LPL Financial
California
$10.5M 146,477 -111,206 -43%
BJ
13
Brouwer & Janachowski
California
$9.42M 131,743 -11,183 -8%
LIM
14
Leavell Investment Management
Alabama
$9.15M 127,944 +10,460 +9%
CA
15
Capital Advantage
California
$9.08M 127,020 +127,020 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.6M 120,298 -5,167 -4%
RJA
17
Raymond James & Associates
Florida
$8.49M 118,738 +9,135 +8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.12M 113,483 -2,804 -2%
AIS
19
American Investment Services
Massachusetts
$4.9M 68,493 +68,493 New
LPT
20
Legacy Private Trust
Wisconsin
$4.87M 68,148 +44,446 +188%
SCM
21
SOL Capital Management
Maryland
$4.63M 64,783 -2,232 -3%
BEAM
22
Baker Ellis Asset Management
Washington
$4.14M 57,881 -1,677 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.02M 56,221 +7,459 +15%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$3.77M 52,776 +2,426 +5%
PA
25
Paracle Advisors
Washington
$3.73M 52,185 -611 -1%
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