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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

455 hedge funds and large institutions have $3.21B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 150 increasing their positions, 139 reducing their positions, and 24 closing their positions.

Holders
455
Holders Change
+32
Holders Change %
+7.57%
% of All Funds
6.06%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
66
Increased
150
Reduced
139
Closed
24
Calls
$234K
Puts
–
Net Calls
+$234K
Net Calls Change
+$275K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$65.4M
2
Wells Fargo
2
Wells Fargo
California
$118M
3
VWA
3
VSM Wealth Advisory
Maryland
$15M
4
MWM
4
Modera Wealth Management
New Jersey
$15M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$28.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$11.8M
2
KAS
2
Kestra Advisory Services
Texas
$9.63M
3
MFIM
3
Mesirow Financial Investment Management
Illinois
$21.9M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$49M
5
FFA
5
Farther Finance Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$341M 1,605,703 -5,318 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$136M 640,835 +10,263 +2%
Wells Fargo
3
Wells Fargo
California
$118M 554,056 +93,556 +20%
NYLIM
4
New York Life Investment Management
New York
$114M 536,666 +17,030 +3%
Ameriprise
5
Ameriprise
Minnesota
$112M 528,405 +19,281 +4%
WCWM
6
Wooster Corthell Wealth Management
Connecticut
$100M 472,036 -15,116 -3%
LIM
7
Leavell Investment Management
Alabama
$100M 470,036 +15,008 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$93.3M 438,821 -12,373 -3%
LPL Financial
9
LPL Financial
California
$91.3M 429,445 +51,072 +13%
CB
10
Cadence Bank
Mississippi
$90.3M 424,837 +3,458 +0.8%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$87.3M 410,655 +7,712 +2%
AC
12
Apella Capital
Connecticut
$86.6M 407,144 -34,073 -8%
UBS Group
13
UBS Group
Switzerland
$78.4M 368,516 -16,729 -4%
Raymond James Financial
14
Raymond James Financial
Florida
$65.4M 307,373 +307,373 New
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$49M 230,187 -56,614 -20%
Truist Financial
16
Truist Financial
North Carolina
$48.6M 228,744 +10,881 +5%
SWRP
17
Summit Wealth & Retirement Planning
California
$47.6M 223,935 +38,563 +21%
CFGS
18
Concourse Financial Group Securities
Alabama
$45.9M 208,889 +477 +0.2%
VFP
19
Verus Financial Partners
Virginia
$45.5M 215,745 -7,598 -3%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$42.1M 198,141 +513 +0.3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$41.8M 196,654 +3,280 +2%
OCM
22
One Capital Management
California
$41.4M 194,643 -4,760 -2%
IC
23
IEQ Capital
California
$35.3M 166,033 -3,544 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$34M 159,651 -1,765 -1%
OPS
25
Orion Portfolio Solutions
Nebraska
$33.7M 158,428 -14,124 -8%
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