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Vanguard Mega Cap 300 Index ETF
MGC

258 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 69

11% more capital invested

Capital invested by funds: $1.62B → $1.8B (+$179M)

5% more funds holding

Funds holding: 246 → 258 (+12)

1.05% more ownership

Funds ownership: 49.04% → 50.09% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 19 → 18 (-1)

Holders
258
Holders Change
+12
Holders Change %
+4.88%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
29
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$626K

Top Buyers

1
GEM
Global Endowment Management
North Carolina
+$53.2M
2
MWM
Merriman Wealth Management
Washington
+$17.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13M
4
AWM
AE Wealth Management
Kansas
+$9M
5
SG
StoneX Group
New York
+$8.8M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$8.64M
2
KP
Keel Point
Alabama
-$7.82M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.49M
4
Bank of America
Bank of America
North Carolina
-$5.41M
5
1WM
1900 Wealth Management
Texas
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
226
Jacobi Capital Management
Pennsylvania
$57K -$17.1K -125 -23%
LFG
227
Larson Financial Group
Missouri
$50K – – –
BFEC
228
Benjamin F. Edwards & Company
Missouri
$47K +$4.39K +32 +11%
GEA
229
Glen Eagle Advisors
New Jersey
$45.6K – – –
AF
230
Allworth Financial
California
$42K +$137 +1 +0.3%
JWBC
231
John W. Brooker & Co
California
$40K – – –
AWM
232
AllSquare Wealth Management
New York
$36K – – –
MIM
233
Macroview Investment Management
Maryland
$36K – – –
ZC
234
Zeit Capital
Colorado
$36K – – –
AWM
235
Accel Wealth Management
Iowa
$32K – – –
RIM
236
Rockbridge Investment Management
New York
$29K – – –
MA
237
MCF Advisors
Kentucky
$29K +$137 +1 +0.5%
TCM
238
TD Capital Management
Tennessee
$29K +$137 +1 +0.5%
HWA
239
HHM Wealth Advisors
Tennessee
$29K +$28.8K +210 New
FHA
240
First Horizon Advisors
Tennessee
$28K +$27.4K +200 New
S
241
SignatureFD
Georgia
$27K – – –
LAS
242
Lloyd Advisory Services
Georgia
$27K +$25.9K +189 New
CIAS
243
Capital Investment Advisory Services
North Carolina
$26K – – –
WWMSC
244
Wagner Wealth Management (South Carolina)
South Carolina
$21K +$20.8K +152 New
AssetMark Inc
245
AssetMark Inc
California
$19K +$12.1K +88 +191%
MCC
246
Money Concepts Capital
Florida
$18K – – –
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13K – – –
SWM
248
Spire Wealth Management
Virginia
$13K +$12.9K +94 New
BWA
249
BDO Wealth Advisors
Florida
$11K -$6.17K -45 -36%
CFD
250
Creative Financial Designs
Indiana
$10K +$9.59K +70 New
7 8 9
10
11

MGC Hedge Fund Activity: Q1 2021 in Review

258 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2021, worth a combined $1.8B — up 11% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MGC positions and 16 closed out — a net gain of 13 holders — while 96 added to existing stakes and 69 trimmed.

The largest buyer was Global Endowment Management, adding an estimated $53.2M. The largest seller was Beaumont Financial Advisors, cutting an estimated $8.64M.

  • 258 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2021, up from 246 in Q4 2020.
  • Funds reported $1.8B of Vanguard Mega Cap 300 Index ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 29 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2021 and 16 closed out, a net change of +13 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2021 was Global Endowment Management, an estimated $53.2M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2021 was Beaumont Financial Advisors, an estimated $8.64M sold.

Based on aggregated 13F filings for Q1 2021.