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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

423 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 126 reducing their positions, and 24 closing their positions.

Holders
423
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.12%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
34
Increased
159
Reduced
126
Closed
24
Calls
$207K
Puts
$248K
Net Calls
-$41K
Net Calls Change
-$278K

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$40.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$40.8M
3
AUB
3
Atlantic Union Bankshares
Virginia
$16.9M
4
GM
4
GeoWealth Management
Illinois
$18.3M
5
AC
5
Apella Capital
Connecticut
$90.2M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$45M
2
NYLIM
2
New York Life Investment Management
New York
$107M
3
WA
3
Win Advisors
Florida
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$83.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$333M 1,611,021 +22,532 +1%
Morgan Stanley
2
Morgan Stanley
New York
$130M 630,572 -70 -0%
NYLIM
3
New York Life Investment Management
New York
$107M 519,636 -82,096 -14%
Ameriprise
4
Ameriprise
Minnesota
$105M 509,124 +22,999 +5%
WCWM
5
Wooster Corthell Wealth Management
Connecticut
$101M 487,152 -2,609 -0.5%
Wells Fargo
6
Wells Fargo
California
$95.2M 460,500 -3,281 -0.7%
LIM
7
Leavell Investment Management
Alabama
$94M 455,028 +24,393 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$93.2M 451,194 +7,398 +2%
AC
9
Apella Capital
Connecticut
$90.2M 441,217 +56,991 +15%
CB
10
Cadence Bank
Mississippi
$87.1M 421,379 -2,373 -0.6%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$83.3M 402,943 -47,338 -11%
UBS Group
12
UBS Group
Switzerland
$79.6M 385,245 +4,257 +1%
LPL Financial
13
LPL Financial
California
$78.2M 378,373 +7,225 +2%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$59.3M 286,801 -4,581 -2%
VFP
15
Verus Financial Partners
Virginia
$45.7M 223,343 +822 +0.4%
Truist Financial
16
Truist Financial
North Carolina
$45M 217,863 -100,885 -32%
CFGS
17
Concourse Financial Group Securities
Alabama
$43.1M 208,412 -921 -0.4%
OCM
18
One Capital Management
California
$41.2M 199,403 +23,315 +13%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$40.8M 197,628 +97,999 +98%
MFIM
20
Mesirow Financial Investment Management
Illinois
$40.7M 196,948 +98,974 +101%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$40M 193,374 +8,613 +5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$39.1M 189,237 +7,492 +4%
SWRP
23
Summit Wealth & Retirement Planning
California
$38.3M 185,372 +82 +0%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$36.7M 177,445 -3,106 -2%
BCI
25
Brinker Capital Investments
Pennsylvania
$35.7M 172,552 -3,079 -2%
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