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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

279 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 10 closing their positions.

Holders
279
Holders Change
+12
Holders Change %
+4.49%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
71
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$38.3M
2
Truist Financial
2
Truist Financial
North Carolina
$49M
3
GM
3
GeoWealth Management
Illinois
$19.6M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$19M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$33.2M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$67.3M
3
Bank of America
3
Bank of America
North Carolina
$257M
4
BDF
4
Black Diamond Financial
Maryland
$8.85M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$44.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$257M 1,687,874 -61,643 -4%
GEM
2
Global Endowment Management
North Carolina
$144M 943,750 -386,850 -29%
Morgan Stanley
3
Morgan Stanley
New York
$85.7M 562,285 -24,047 -4%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$78.1M 512,689 +4,971 +1%
CB
5
Cadence Bank
Mississippi
$71.6M 469,754 +18,846 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$67.3M 441,370 -67,336 -13%
AA
7
Ancora Advisors
Ohio
$61.1M 401,062 -10 -0%
Truist Financial
8
Truist Financial
North Carolina
$49M 321,550 +136,370 +74%
Wells Fargo
9
Wells Fargo
California
$48.5M 318,361 +16,277 +5%
Ameriprise
10
Ameriprise
Minnesota
$47.7M 313,000 +30,865 +11%
UBS Group
11
UBS Group
Switzerland
$47.5M 311,396 -4,084 -1%
LPL Financial
12
LPL Financial
California
$45.9M 300,961 +33,099 +12%
CFGS
13
Concourse Financial Group Securities
Alabama
$44.6M 292,002 -43,967 -13%
VFP
14
Verus Financial Partners
Virginia
$41.3M 259,835 -1,724 -0.7%
NYLIM
15
New York Life Investment Management
New York
$41M 269,000 +52,239 +24%
LIM
16
Leavell Investment Management
Alabama
$40.6M 265,372 +28,431 +12%
RJA
17
Raymond James & Associates
Florida
$38.3M 251,261 +143,103 +132%
BFA
18
Beaumont Financial Advisors
Massachusetts
$33.2M 218,009 +105,165 +93%
SWRP
19
Summit Wealth & Retirement Planning
California
$29.5M 193,638 +10,064 +5%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$29.1M 190,821 +30,034 +19%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$25.5M 167,304 +6,136 +4%
CW
22
CreativeOne Wealth
Kansas
$23.4M 153,773 -139 -0.1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$23.3M 152,603 +1,767 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$20.6M 135,265 +7,151 +6%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$20.2M 132,484 +25,741 +24%
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