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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K

Top Buyers

1
SWRP
1
Summit Wealth & Retirement Planning
California
$19.8M
2
NYLIM
2
New York Life Investment Management
New York
$13.4M
3
LB
3
Leo Brokerage
Texas
$6.91M
4
HB
4
Homrich & Berg
Georgia
$6.09M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$14.5M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$135M
2
VFP
2
Verus Financial Partners
Virginia
$0
3
HWA
3
Heartwood Wealth Advisors
Virginia
$16M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
Bank of America
5
Bank of America
North Carolina
$213M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$213M 1,777,427 -42,366 -2%
GEM
2
Global Endowment Management
North Carolina
$135M 1,128,500 -282,000 -20%
Morgan Stanley
3
Morgan Stanley
New York
$114M 948,437 -52,394 -5%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$59.8M 498,677 -4,334 -0.9%
CB
5
Cadence Bank
Mississippi
$52.9M 441,440 +17,953 +4%
AA
6
Ancora Advisors
Ohio
$48.2M 402,388 +4 +0%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$46.3M 385,802 +14,888 +4%
Wells Fargo
8
Wells Fargo
California
$40.1M 334,140 +7,077 +2%
UBS Group
9
UBS Group
Switzerland
$39.1M 325,790 -21,768 -6%
CFGS
10
Concourse Financial Group Securities
Alabama
$38.2M 318,853 +16,304 +5%
LPL Financial
11
LPL Financial
California
$31.4M 262,213 -6,502 -2%
LIM
12
Leavell Investment Management
Alabama
$31.3M 260,833 +7,513 +3%
KP
13
Keel Point
Alabama
$29.1M 243,104 +32,438 +15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$26.5M 220,778 -7,980 -3%
Truist Financial
15
Truist Financial
North Carolina
$23.1M 193,058 -35,225 -15%
Osaic Holdings
16
Osaic Holdings
Arizona
$21.7M 180,460 +39,085 +28%
SWRP
17
Summit Wealth & Retirement Planning
California
$19.8M 165,530 +119,421 +259%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$17.7M 147,237 -2,988 -2%
Ameriprise
19
Ameriprise
Minnesota
$17.3M 144,679 +19,421 +16%
HWA
20
Heartwood Wealth Advisors
Virginia
$16M 133,694 -62,794 -32%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$14.5M 121,247 +40,157 +50%
BDF
22
Black Diamond Financial
Maryland
$14.4M 120,296 +91 +0.1%
NYLIM
23
New York Life Investment Management
New York
$13.4M 111,989 +87,566 +359%
Creative Planning
24
Creative Planning
Kansas
$13.4M 111,709 +490 +0.4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.4M 103,777 -9,177 -8%
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