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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

325 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 101 reducing their positions, and 24 closing their positions.

Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.18%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
114
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.1M
2
EFG
2
Ethos Financial Group
Pennsylvania
$6.48M
3
BFG
3
Buttonwood Financial Group
Missouri
$5.99M
4
EFN
4
Equita Financial Network
Pennsylvania
$5.57M
5
Ameriprise
5
Ameriprise
Minnesota
$63.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$258K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.3M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
CA
5
Calton & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$226M 1,491,306 -35,065 -2%
WCWM
2
Wooster Corthell Wealth Management
Connecticut
$79.7M 524,544 -11,514 -2%
Morgan Stanley
3
Morgan Stanley
New York
$76.7M 505,081 -840 -0.2%
CB
4
Cadence Bank
Mississippi
$65.7M 432,903 -8,102 -2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$64.9M 427,324 +7,443 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$64.3M 423,711 -50,212 -11%
Ameriprise
7
Ameriprise
Minnesota
$63.7M 419,314 +36,284 +9%
NYLIM
8
New York Life Investment Management
New York
$62.9M 413,969 +6,320 +2%
LIM
9
Leavell Investment Management
Alabama
$60.3M 397,205 +18,141 +5%
Wells Fargo
10
Wells Fargo
California
$57.5M 378,377 -6,075 -2%
UBS Group
11
UBS Group
Switzerland
$54.4M 358,015 -6,660 -2%
LPL Financial
12
LPL Financial
California
$48M 316,353 +16,265 +5%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$47.3M 311,555 -2,602 -0.8%
Truist Financial
14
Truist Financial
North Carolina
$37.5M 246,623 +10,549 +4%
VFP
15
Verus Financial Partners
Virginia
$34.6M 224,790 -4,240 -2%
CFGS
16
Concourse Financial Group Securities
Alabama
$33.8M 222,490 -2,181 -1%
SWRP
17
Summit Wealth & Retirement Planning
California
$27.9M 183,383 +2,077 +1%
OPS
18
Orion Portfolio Solutions
Nebraska
$27.8M 182,958 -22,586 -11%
BCI
19
Brinker Capital Investments
Pennsylvania
$27.8M 182,958 -22,586 -11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$26.5M 174,171 -4,073 -2%
IC
21
IEQ Capital
California
$26.2M 172,257 -574 -0.3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$23.7M 156,345 -3,880 -2%
AC
23
Apella Capital
Connecticut
$23.3M 153,613 +31,527 +26%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$20.6M 135,644 -20,271 -13%
First Trust Advisors
25
First Trust Advisors
Illinois
$20.1M 132,556 +132,556 New
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