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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

407 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 16 closing their positions.

Holders
407
Holders Change
+32
Holders Change %
+8.53%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
54
Increased
134
Reduced
117
Closed
16
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
OCM
1
One Capital Management
California
$30.8M
2
NYLIM
2
New York Life Investment Management
New York
$102M
3
AC
3
Apella Capital
Connecticut
$59.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$14.9M
5
GM
5
GeoWealth Management
Illinois
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.1M
5
SFS
5
Security Financial Services
Indiana
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$280M 1,497,476 +5,771 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$123M 659,704 -785,978 -54%
NYLIM
3
New York Life Investment Management
New York
$102M 547,915 +74,763 +16%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$93.3M 499,378 -17,315 -3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$83.9M 448,966 +11,366 +3%
Ameriprise
6
Ameriprise
Minnesota
$83.1M 444,215 +14,791 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$82.4M 440,723 -62,633 -12%
Wells Fargo
8
Wells Fargo
California
$81M 433,441 +26,112 +6%
CB
9
Cadence Bank
Mississippi
$79.5M 425,246 +3,101 +0.7%
LIM
10
Leavell Investment Management
Alabama
$77.7M 415,604 +16,349 +4%
UBS Group
11
UBS Group
Switzerland
$72.1M 385,569 +26,197 +7%
LPL Financial
12
LPL Financial
California
$65.4M 350,122 +20,088 +6%
Truist Financial
13
Truist Financial
North Carolina
$61.1M 326,844 -1,268 -0.4%
AC
14
Apella Capital
Connecticut
$59.4M 320,332 +69,092 +28%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$58M 310,579 -2,981 -1%
VFP
16
Verus Financial Partners
Virginia
$41.7M 223,233 -979 -0.4%
CFGS
17
Concourse Financial Group Securities
Alabama
$38.6M 206,569 -421 -0.2%
SWRP
18
Summit Wealth & Retirement Planning
California
$34.5M 184,402 +4,185 +2%
BCI
19
Brinker Capital Investments
Pennsylvania
$34.4M 183,943 -1,484 -0.8%
OPS
20
Orion Portfolio Solutions
Nebraska
$34.4M 183,943 -1,484 -0.8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$34.1M 182,427 +2,433 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$33.6M 179,717 +5,415 +3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$32.6M 174,547 +20,129 +13%
IC
24
IEQ Capital
California
$32.2M 172,578 +776 +0.5%
OCM
25
One Capital Management
California
$30.8M 164,907 +92,595 +128%
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