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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

267 hedge funds and large institutions have $1.87B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 79 reducing their positions, and 11 closing their positions.

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
24
Increased
93
Reduced
79
Closed
11
Calls
$587K
Puts
$761K
Net Calls
-$174K
Net Calls Change
-$1.02M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$42.9M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$17.2M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$9.67M
4
RJA
4
Raymond James & Associates
Florida
$16.5M
5
CW
5
CreativeOne Wealth
Kansas
$23.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.3M
2
GEM
2
Global Endowment Management
North Carolina
$203M
3
MWM
3
Merriman Wealth Management
Washington
$706K
4
HWA
4
Heartwood Wealth Advisors
Virginia
$1.36M
5
Creative Planning
5
Creative Planning
Kansas
$4.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$267M 1,749,517 -8,989 -0.5%
GEM
2
Global Endowment Management
North Carolina
$203M 1,330,600 -185,900 -12%
Morgan Stanley
3
Morgan Stanley
New York
$89.3M 586,332 -215,675 -27%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$77.5M 508,706 +20,438 +4%
WCWM
5
Wooster Corthell Wealth Management
Connecticut
$77.3M 507,718 +2,780 +0.6%
CB
6
Cadence Bank
Mississippi
$68.7M 450,908 -5,046 -1%
AA
7
Ancora Advisors
Ohio
$61.1M 401,072 +23 +0%
CFGS
8
Concourse Financial Group Securities
Alabama
$51.2M 335,969 +14,760 +5%
UBS Group
9
UBS Group
Switzerland
$48.1M 315,480 -1,684 -0.5%
Wells Fargo
10
Wells Fargo
California
$46M 302,084 -7,618 -2%
Ameriprise
11
Ameriprise
Minnesota
$42.9M 282,135 +122,748 +77%
LPL Financial
12
LPL Financial
California
$40.8M 267,862 -35,823 -12%
VFP
13
Verus Financial Partners
Virginia
$40.2M 261,559 -7,966 -3%
LIM
14
Leavell Investment Management
Alabama
$33.2M 236,941 – –
NYLIM
15
New York Life Investment Management
New York
$33M 216,761 +10,643 +5%
Truist Financial
16
Truist Financial
North Carolina
$28.2M 185,180 +1,686 +0.9%
SWRP
17
Summit Wealth & Retirement Planning
California
$28M 183,574 -535 -0.3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$24.6M 161,168 +1,235 +0.8%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$24.5M 160,787 +11,848 +8%
CW
20
CreativeOne Wealth
Kansas
$23.4M 153,912 +25,820 +20%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$23M 150,836 +3,091 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$19.5M 128,114 +5,267 +4%
BDF
23
Black Diamond Financial
Maryland
$17.7M 115,898 +708 +0.6%
BFA
24
Beaumont Financial Advisors
Massachusetts
$17.2M 112,844 +110,109 +4,026%
RJA
25
Raymond James & Associates
Florida
$16.5M 108,158 +28,853 +36%
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