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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

375 hedge funds and large institutions have $2.47B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 14 closing their positions.

Holders
375
Holders Change
+50
Holders Change %
+15.38%
% of All Funds
5.5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
68
Increased
127
Reduced
96
Closed
14
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$245M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.4M
3
AC
3
Apella Capital
Connecticut
$41.8M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$15M
5
Truist Financial
5
Truist Financial
North Carolina
$55.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
EFG
2
Ethos Financial Group
Pennsylvania
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$35M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
CB
5
Cadence Bank
Mississippi
$71.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$253M 1,491,705 +399 +0%
Morgan Stanley
2
Morgan Stanley
New York
$245M 1,445,682 +940,601 +186%
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$87.5M 516,693 -7,851 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$85.2M 503,356 +79,645 +19%
NYLIM
5
New York Life Investment Management
New York
$80.1M 473,152 +59,183 +14%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$74.1M 437,600 +10,276 +2%
Ameriprise
7
Ameriprise
Minnesota
$72.7M 429,424 +10,110 +2%
CB
8
Cadence Bank
Mississippi
$71.5M 422,145 -10,758 -2%
Wells Fargo
9
Wells Fargo
California
$69M 407,329 +28,952 +8%
LIM
10
Leavell Investment Management
Alabama
$67.6M 399,255 +2,050 +0.5%
UBS Group
11
UBS Group
Switzerland
$60.8M 359,372 +1,357 +0.4%
LPL Financial
12
LPL Financial
California
$55.9M 330,034 +13,681 +4%
Truist Financial
13
Truist Financial
North Carolina
$55.5M 328,112 +81,489 +33%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$53.1M 313,560 +2,005 +0.6%
AC
15
Apella Capital
Connecticut
$41.8M 251,240 +97,627 +64%
VFP
16
Verus Financial Partners
Virginia
$39.2M 224,212 -578 -0.3%
CFGS
17
Concourse Financial Group Securities
Alabama
$35M 206,990 -15,500 -7%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$34.4M 203,254 +178,818 +732%
BCI
19
Brinker Capital Investments
Pennsylvania
$31.4M 185,427 +2,469 +1%
OPS
20
Orion Portfolio Solutions
Nebraska
$31.4M 185,427 +2,469 +1%
SWRP
21
Summit Wealth & Retirement Planning
California
$30.5M 180,217 -3,166 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$30.5M 179,994 +5,823 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$29.5M 174,302 +17,957 +11%
IC
24
IEQ Capital
California
$29.1M 171,802 -455 -0.3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$26.1M 154,418 +18,774 +14%
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