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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

257 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
257
Holders Change
+11
Holders Change %
+4.47%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
28
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$626K

Top Buyers

1
GEM
1
Global Endowment Management
North Carolina
$213M
2
MWM
2
Merriman Wealth Management
Washington
$17.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$68.5M
4
AWM
4
AE Wealth Management
Kansas
$9.77M
5
SG
5
StoneX Group
New York
$11.5M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$383K
2
KP
2
Keel Point
Alabama
$23.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13M
4
Bank of America
4
Bank of America
North Carolina
$247M
5
CI
5
CX Institutional
Indiana
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$247M 1,758,506 -39,505 -2%
GEM
2
Global Endowment Management
North Carolina
$213M 1,516,500 +388,000 +34%
Morgan Stanley
3
Morgan Stanley
New York
$112M 802,007 -20,469 -2%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$70.8M 504,938 +766 +0.2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.5M 488,268 +94,829 +24%
CB
6
Cadence Bank
Mississippi
$63.9M 455,954 -2,921 -0.6%
AA
7
Ancora Advisors
Ohio
$56.2M 401,049 -1,419 -0.4%
CFGS
8
Concourse Financial Group Securities
Alabama
$45M 321,209 +3,479 +1%
UBS Group
9
UBS Group
Switzerland
$44.5M 317,164 -3,920 -1%
Wells Fargo
10
Wells Fargo
California
$43.4M 309,702 +4,137 +1%
LPL Financial
11
LPL Financial
California
$42.6M 303,685 +15,987 +6%
VFP
12
Verus Financial Partners
Virginia
$38.9M 269,525 -7,623 -3%
LIM
13
Leavell Investment Management
Alabama
$33.2M 236,941 +4,977 +2%
NYLIM
14
New York Life Investment Management
New York
$28.9M 206,118 +32,123 +18%
SWRP
15
Summit Wealth & Retirement Planning
California
$25.8M 184,109 +17,314 +10%
Truist Financial
16
Truist Financial
North Carolina
$25.7M 183,494 -3,986 -2%
KP
17
Keel Point
Alabama
$23.9M 170,217 -57,047 -25%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$22.4M 159,933 -3,161 -2%
Ameriprise
19
Ameriprise
Minnesota
$22.4M 159,387 -6,812 -4%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$20.9M 148,939 +19,559 +15%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$20.7M 147,745 +63 +0%
HWA
22
Heartwood Wealth Advisors
Virginia
$18.1M 128,912 -7,118 -5%
CW
23
CreativeOne Wealth
Kansas
$18M 128,092 +3,277 +3%
MWM
24
Merriman Wealth Management
Washington
$17.9M 127,673 +125,926 +7,208%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$17.2M 122,847 +2,323 +2%
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