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Vanguard Mega Cap 300 Index ETF

268 hedge funds and large institutions have $1.87B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 80

4% more funds holding

Funds holding: 258268 (+10)

4% more capital invested

Capital invested by funds: $1.8B → $1.87B (+$70.4M)

2.61% less ownership

Funds ownership: 50.09%47.48% (-2.6%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

23% less call options, than puts

Call options by funds: $587K | Put options by funds: $761K

Holders
268
Holders Change
+10
Holders Change %
+3.88%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
24
Increased
93
Reduced
80
Closed
11
Calls
$587K
Puts
$761K
Net Calls
-$174K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
226
Institutional & Family Asset Management
Colorado
$126K
NOI
227
Newton One Investments
Delaware
$120K +$739 +5 +0.6%
JPLA
228
Joseph P. Lucia & Associates
New York
$119K
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$111K +$296 +2 +0.3%
SC
230
Steph & Co
Wisconsin
$103K +$99.8K +675 New
CAAS
231
Capital Asset Advisory Services
Michigan
$100K
William Blair & Company
232
William Blair & Company
Illinois
$94K
BCA
233
Berman Capital Advisors
Georgia
$76K
VNA
234
Valley National Advisers
Pennsylvania
$75K
CIAS
235
Capital Investment Advisory Services
North Carolina
$74K +$44.5K +301 +161%
CI
236
CX Institutional
Indiana
$66K -$2.31M -15,652 -97%
JCM
237
Jacobi Capital Management
Pennsylvania
$62K +$148 +1 +0.2%
LFG
238
Larson Financial Group
Missouri
$54K
SB
239
Strategic Blueprint
Georgia
$53K +$51K +345 New
BFEC
240
Benjamin F. Edwards & Company
Missouri
$51K
GEA
241
Glen Eagle Advisors
New Jersey
$49.5K
AF
242
Allworth Financial
California
$46K +$148 +1 +0.3%
JWBC
243
John W. Brooker & Co
California
$43K
MA
244
MCF Advisors
Kentucky
$41K +$9.02K +61 +29%
MIM
245
Macroview Investment Management
Maryland
$40K +$296 +2 +0.8%
AWM
246
AllSquare Wealth Management
New York
$39K
ZC
247
Zeit Capital
Colorado
$39K
AWM
248
Accel Wealth Management
Iowa
$35K
HWA
249
HHM Wealth Advisors
Tennessee
$32K
RIM
250
Rockbridge Investment Management
New York
$32K

MGC Hedge Fund Activity: Q2 2021 in Review

268 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q2 2021, worth a combined $1.87B — up 3.9% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MGC positions and 11 closed out — a net gain of 13 holders — while 93 added to existing stakes and 80 trimmed.

The largest buyer was Ameriprise, adding an estimated $18.2M. The largest seller was Morgan Stanley, cutting an estimated $31.9M.

  • 268 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q2 2021, up from 258 in Q1 2021.
  • Funds reported $1.87B of Vanguard Mega Cap 300 Index ETF stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 24 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q2 2021 and 11 closed out, a net change of +13 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q2 2021 was Ameriprise, an estimated $18.2M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q2 2021 was Morgan Stanley, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2021.