MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

130 hedge funds and large institutions have $563M invested in Vanguard Mega Cap 300 Index ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.98%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
15
Increased
34
Reduced
32
Closed
7
Calls
–
Puts
$1.38M
Net Calls
-$1.38M
Net Calls Change
-$3.69M

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$5.18M
2
Wells Fargo
2
Wells Fargo
California
$32.7M
3
LIM
3
Leavell Investment Management
Alabama
$21.3M
4
AI
4
Atria Investments
North Carolina
$1.57M
5
CB
5
Cadence Bank
Mississippi
$37.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$5.62M
3
RWP
3
RWA Wealth Partners
Massachusetts
$2.01M
4
VFP
4
Verus Financial Partners
Virginia
$32.3M
5
Bank of America
5
Bank of America
North Carolina
$78M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$78M 834,664 -11,707 -1%
WCWM
2
Wooster Corthell Wealth Management
Connecticut
$41.3M 442,276 +5,367 +1%
CB
3
Cadence Bank
Mississippi
$37.1M 397,003 +16,667 +4%
Wells Fargo
4
Wells Fargo
California
$32.7M 350,451 +22,019 +7%
UBS Group
5
UBS Group
Switzerland
$32.6M 349,108 +15,340 +5%
VFP
6
Verus Financial Partners
Virginia
$32.3M 345,335 -12,011 -3%
Morgan Stanley
7
Morgan Stanley
New York
$28.7M 307,605 -55,743 -15%
AA
8
Ancora Advisors
Ohio
$28.3M 302,499 +7,091 +2%
LIM
9
Leavell Investment Management
Alabama
$21.3M 227,221 +20,816 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20.7M 221,714 +793 +0.4%
LPL Financial
11
LPL Financial
California
$20.2M 216,713 +4,300 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$19.4M 207,559 +6,390 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$11.9M 127,500 +743 +0.6%
NLI
14
Nippon Life Insurance
Japan
$10.8M 115,900 – –
Deutsche Bank
15
Deutsche Bank
Germany
$9.34M 100,000 – –
BPCE
16
Bank Pictet & Cie (Europe)
Germany
$6.84M 73,250 – –
AIS
17
American Investment Services
Massachusetts
$6.63M 70,961 – –
CA
18
Capital Advantage
California
$6.54M 70,018 +1,529 +2%
RJA
19
Raymond James & Associates
Florida
$6.51M 69,750 -7,232 -9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.62M 60,171 -25,812 -30%
Ameriprise
21
Ameriprise
Minnesota
$5.33M 57,070 +7,038 +14%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$5.33M 58,777 – –
CWM
23
Cornerstone Wealth Management
Missouri
$5.18M 484,716 +478,801 +8,095%
CIA
24
Capital Investment Advisors
Georgia
$4.58M 49,071 +1,961 +4%
Creative Planning
25
Creative Planning
Kansas
$4.27M 45,692 +12 +0%
1
2 3 4 5