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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

Holders
305
Holders Change
+23
Holders Change %
+8.16%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
-$1.2M

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$26.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$81.7M
3
UBS Group
3
UBS Group
Switzerland
$50.1M
4
CAN
4
Cetera Advisor Networks
California
$8.25M
5
NYLIM
5
New York Life Investment Management
New York
$62.3M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$41.1M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$0
3
Bank of America
3
Bank of America
North Carolina
$196M
4
Truist Financial
4
Truist Financial
North Carolina
$29.5M
5
CI
5
CX Institutional
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$196M 1,477,018 -67,391 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$81.7M 616,710 +158,670 +35%
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$70.5M 532,806 +387 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$65.9M 497,532 -10,811 -2%
NYLIM
5
New York Life Investment Management
New York
$62.3M 470,199 +52,532 +13%
Ameriprise
6
Ameriprise
Minnesota
$60M 452,958 -3,156 -0.7%
CB
7
Cadence Bank
Mississippi
$59.8M 451,616 -3,373 -0.7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$55M 415,703 -1,030 -0.2%
UBS Group
9
UBS Group
Switzerland
$50.1M 378,761 +101,746 +37%
Wells Fargo
10
Wells Fargo
California
$43M 324,657 -25,430 -7%
GEM
11
Global Endowment Management
North Carolina
$41.1M 310,536 -237,405 -43%
LIM
12
Leavell Investment Management
Alabama
$39.9M 301,340 -7,188 -2%
LPL Financial
13
LPL Financial
California
$38.2M 288,446 -9,088 -3%
CFGS
14
Concourse Financial Group Securities
Alabama
$33.2M 250,639 -8,218 -3%
VFP
15
Verus Financial Partners
Virginia
$33.1M 235,344 -10,847 -4%
Truist Financial
16
Truist Financial
North Carolina
$29.5M 222,463 -64,540 -22%
FMWA
17
Forvis Mazars Wealth Advisors
Missouri
$27.2M 205,631 +2,178 +1%
BCI
18
Brinker Capital Investments
Pennsylvania
$26.7M 201,432 +201,432 New
SWRP
19
Summit Wealth & Retirement Planning
California
$23.9M 180,723 -3,616 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$23.5M 177,737 -6,311 -3%
PMG
21
ProVise Management Group
Florida
$22.3M 168,693 +21,046 +14%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$20.2M 152,893 -1,742 -1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$20M 150,748 -2,934 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$18.3M 138,322 +20,204 +17%
FA
25
FDx Advisors
Illinois
$17.7M 133,899 -3,714 -3%
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