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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

321 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 20 closing their positions.

Holders
321
Holders Change
+16
Holders Change %
+5.25%
% of All Funds
5.06%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
39
Increased
103
Reduced
96
Closed
20
Calls
$2.15M
Puts
$422K
Net Calls
+$1.72M
Net Calls Change
+$1.51M

Top Buyers

1
AC
1
Apella Capital
Connecticut
$19.1M
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$16.5M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$17.1M
4
Bank of America
4
Bank of America
North Carolina
$239M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$8.55M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$74.1M
3
FA
3
FDx Advisors
Illinois
$1.7M
4
PMG
4
ProVise Management Group
Florida
$18.1M
5
RJA
5
Raymond James & Associates
Florida
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$239M 1,526,371 +75,687 +5%
WCWM
2
Wooster Corthell Wealth Management
Connecticut
$83.9M 536,058 -3,539 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$79.2M 505,921 +8,430 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.1M 473,923 -128,205 -21%
CB
5
Cadence Bank
Mississippi
$69M 441,005 -2,844 -0.6%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$65.7M 419,881 +3,048 +0.7%
NYLIM
7
New York Life Investment Management
New York
$63.8M 407,649 -7,396 -2%
Wells Fargo
8
Wells Fargo
California
$60.2M 384,452 +37,137 +11%
Ameriprise
9
Ameriprise
Minnesota
$59.9M 383,030 +4,745 +1%
LIM
10
Leavell Investment Management
Alabama
$59.3M 379,064 +41,125 +12%
UBS Group
11
UBS Group
Switzerland
$57.1M 364,675 -10,397 -3%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$49.2M 314,157 -1,747 -0.6%
LPL Financial
13
LPL Financial
California
$47M 300,088 +6,900 +2%
Truist Financial
14
Truist Financial
North Carolina
$36.9M 236,074 +51,699 +28%
VFP
15
Verus Financial Partners
Virginia
$36.8M 229,030 -3,188 -1%
CFGS
16
Concourse Financial Group Securities
Alabama
$35.2M 224,671 -9,843 -4%
BCI
17
Brinker Capital Investments
Pennsylvania
$32.2M 205,544 +2,646 +1%
OPS
18
Orion Portfolio Solutions
Nebraska
$32.2M 205,544 +2,646 +1%
SWRP
19
Summit Wealth & Retirement Planning
California
$28.4M 181,306 -2,397 -1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$27.9M 178,244 +8,140 +5%
IC
21
IEQ Capital
California
$27M 172,831 -2,044 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$25.1M 160,225 +8,615 +6%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$24.4M 155,915 +20,221 +15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$23.4M 149,509 +20,388 +16%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$19.4M 124,069 -988 -0.8%
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