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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

419 hedge funds and large institutions have $2.89B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 113 reducing their positions, and 26 closing their positions.

Holders
419
Holders Change
+12
Holders Change %
+2.95%
% of All Funds
6.1%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
46
Increased
135
Reduced
113
Closed
26
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$1.58M

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$29.3M
2
Bank of America
2
Bank of America
North Carolina
$313M
3
AC
3
Apella Capital
Connecticut
$77.8M
4
WA
4
Win Advisors
Florida
$12M
5
NYLIM
5
New York Life Investment Management
New York
$119M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$296K
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$3.27M
3
GM
3
GeoWealth Management
Illinois
$4.02M
4
EE
4
EWG Elevate
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$313M 1,588,489 +91,013 +6%
Morgan Stanley
2
Morgan Stanley
New York
$124M 630,642 -29,062 -4%
NYLIM
3
New York Life Investment Management
New York
$119M 601,732 +53,817 +10%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$96.6M 489,761 -9,617 -2%
Ameriprise
5
Ameriprise
Minnesota
$95.9M 486,125 +41,910 +9%
Wells Fargo
6
Wells Fargo
California
$91.5M 463,781 +30,340 +7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$88.8M 450,281 +1,315 +0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$87.6M 443,796 +3,073 +0.7%
LIM
9
Leavell Investment Management
Alabama
$85.2M 430,635 +15,031 +4%
CB
10
Cadence Bank
Mississippi
$83.6M 423,752 -1,494 -0.4%
AC
11
Apella Capital
Connecticut
$77.8M 384,226 +63,894 +20%
UBS Group
12
UBS Group
Switzerland
$75.2M 380,988 -4,581 -1%
LPL Financial
13
LPL Financial
California
$73.2M 371,148 +21,026 +6%
Truist Financial
14
Truist Financial
North Carolina
$62.9M 318,748 -8,096 -2%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$57.5M 291,382 -19,197 -6%
VFP
16
Verus Financial Partners
Virginia
$43.9M 222,521 -712 -0.3%
CFGS
17
Concourse Financial Group Securities
Alabama
$41.4M 209,333 +2,764 +1%
SWRP
18
Summit Wealth & Retirement Planning
California
$36.6M 185,290 +888 +0.5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$36.5M 184,761 +5,044 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$35.9M 181,745 -682 -0.4%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$35.6M 180,551 +6,004 +3%
OCM
22
One Capital Management
California
$34.7M 176,088 +11,181 +7%
BCI
23
Brinker Capital Investments
Pennsylvania
$34.7M 175,631 -8,312 -5%
OPS
24
Orion Portfolio Solutions
Nebraska
$34.7M 175,631 -8,312 -5%
IC
25
IEQ Capital
California
$33.7M 170,853 -1,725 -1%
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