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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

282 hedge funds and large institutions have $1.5B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
282
Holders Change
-8
Holders Change %
-2.76%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
17
Increased
74
Reduced
90
Closed
20
Calls
$1.64M
Puts
–
Net Calls
+$1.64M
Net Calls Change
+$1.36M

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$52M
2
NYLIM
2
New York Life Investment Management
New York
$52.1M
3
Ameriprise
3
Ameriprise
Minnesota
$56.9M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$4.47M
5
CI
5
CX Institutional
Indiana
$6.97M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$1.11M
2
GEM
2
Global Endowment Management
North Carolina
$68.4M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$10.3M
4
SS
4
Simplicity Solutions
Minnesota
$0
5
Bank of America
5
Bank of America
North Carolina
$193M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$193M 1,544,409 -76,675 -5%
GEM
2
Global Endowment Management
North Carolina
$68.4M 547,941 -139,880 -20%
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$66.5M 532,419 -1,745 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$63.5M 508,343 -20,770 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$57.2M 458,040 -35,312 -7%
Ameriprise
6
Ameriprise
Minnesota
$56.9M 456,114 +46,938 +11%
CB
7
Cadence Bank
Mississippi
$56.8M 454,989 -9,929 -2%
NYLIM
8
New York Life Investment Management
New York
$52.1M 417,667 +47,870 +13%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$52M 416,733 +391,329 +1,540%
Wells Fargo
10
Wells Fargo
California
$43.7M 350,087 +22,871 +7%
LIM
11
Leavell Investment Management
Alabama
$38.7M 308,528 +3,691 +1%
LPL Financial
12
LPL Financial
California
$37.1M 297,534 -4,245 -1%
Truist Financial
13
Truist Financial
North Carolina
$35.8M 287,003 -30,032 -9%
UBS Group
14
UBS Group
Switzerland
$34.6M 277,015 +1,339 +0.5%
CFGS
15
Concourse Financial Group Securities
Alabama
$32.5M 258,857 -5,590 -2%
VFP
16
Verus Financial Partners
Virginia
$31.9M 246,191 -1,800 -0.7%
FMWA
17
Forvis Mazars Wealth Advisors
Missouri
$25.4M 203,453 -16,297 -7%
SWRP
18
Summit Wealth & Retirement Planning
California
$23M 184,339 -12,735 -6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$23M 184,048 -26,755 -13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$19.3M 154,635 +1,980 +1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$19.2M 153,682 +9,128 +6%
PMG
22
ProVise Management Group
Florida
$18.4M 147,647 +17,822 +14%
FA
23
FDx Advisors
Illinois
$17.2M 137,613 -2,306 -2%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$15.6M 125,019 +625 +0.5%
RJA
25
Raymond James & Associates
Florida
$15.2M 121,564 -4,193 -3%
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