MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

290 hedge funds and large institutions have $1.65B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 102 reducing their positions, and 33 closing their positions.

Holders
290
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.9%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
26
Increased
95
Reduced
102
Closed
33
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$1.64M

Top Buyers

1
FA
1
FDx Advisors
Illinois
$18.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65M
3
IC
3
IEQ Capital
California
$13.9M
4
SS
4
Simplicity Solutions
Minnesota
$10.4M
5
NYLIM
5
New York Life Investment Management
New York
$48.7M

Top Sellers

1
MGIA
1
Moneta Group Investment Advisors
Missouri
$4.95M
2
ETC
2
Exchange Traded Concepts
Oklahoma
$7.98M
3
Bank of America
3
Bank of America
North Carolina
$214M
4
RJA
4
Raymond James & Associates
Florida
$16.6M
5
AWM
5
AE Wealth Management
Kansas
$3.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$214M 1,621,084 -128,052 -7%
GEM
2
Global Endowment Management
North Carolina
$90.7M 687,821 – –
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$70.4M 534,164 +30,193 +6%
Morgan Stanley
4
Morgan Stanley
New York
$69.7M 529,113 -2,970 -0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$65M 493,352 +106,490 +28%
CB
6
Cadence Bank
Mississippi
$61.3M 464,918 -7,141 -2%
Ameriprise
7
Ameriprise
Minnesota
$53.9M 409,176 +46,777 +13%
AA
8
Ancora Advisors
Ohio
$52.9M 400,976 +4 +0%
NYLIM
9
New York Life Investment Management
New York
$48.7M 369,797 +61,965 +20%
Wells Fargo
10
Wells Fargo
California
$43.1M 327,216 +6,443 +2%
Truist Financial
11
Truist Financial
North Carolina
$41.8M 317,035 +18,243 +6%
LIM
12
Leavell Investment Management
Alabama
$40.2M 304,837 +10,770 +4%
LPL Financial
13
LPL Financial
California
$39.8M 301,779 -8,476 -3%
UBS Group
14
UBS Group
Switzerland
$36.3M 275,676 -39,758 -13%
CFGS
15
Concourse Financial Group Securities
Alabama
$34.9M 264,447 +5,716 +2%
VFP
16
Verus Financial Partners
Virginia
$34.6M 247,991 -8,677 -3%
FMWA
17
Forvis Mazars Wealth Advisors
Missouri
$29M 219,750 +21,390 +11%
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$28.6M 216,982 +57,416 +36%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$27.8M 210,803 +10,270 +5%
SWRP
20
Summit Wealth & Retirement Planning
California
$26M 197,074 +6,540 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$20.1M 152,655 +467 +0.3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$19.1M 144,554 -2,233 -2%
FA
23
FDx Advisors
Illinois
$18.4M 139,919 +139,919 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$17.1M 129,916 -17,645 -12%
PMG
25
ProVise Management Group
Florida
$17.1M 129,825 +14,611 +13%
1
2 3 4 5