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Vanguard Mega Cap 300 Index ETF

302 hedge funds and large institutions have $2.15B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

12% more capital invested

Capital invested by funds: $1.92B → $2.15B (+$228M)

8% more funds holding

Funds holding: 280302 (+22)

0.14% more ownership

Funds ownership: 47.12%47.26% (+0.14%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.62M

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.65%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
52
Increased
101
Reduced
80
Closed
21
Calls
Puts
$2.62M
Net Calls
-$2.62M
Net Calls Change
-$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
226
Independent Financial Group
California
$249K +$4.08K +25 +2%
FFM
227
Forum Financial Management
Illinois
$248K +$241K +1,477 New
BPA
228
Beacon Pointe Advisors
California
$248K +$241K +1,478 New
PCA
229
Personal Capital Advisors
California
$247K +$240K +1,469 New
CS
230
Comerica Securities
Michigan
$246K +$1.47K +9 +0.6%
CAM
231
Cresset Asset Management
Illinois
$244K +$236K +1,450 New
NA
232
NewEdge Advisors
Louisiana
$242K +$234K +1,435 New
TW
233
TrinityPoint Wealth
Connecticut
$240K -$20.1K -123 -8%
BFG
234
Berger Financial Group
Minnesota
$233K +$226K +1,388 New
RS
235
Retirement Solution
Washington
$231K
HSWM
236
Hubbell Strickland Wealth Management
Louisiana
$231K +$1.47K +9 +0.7%
IFWM
237
Institute for Wealth Management
Colorado
$227K -$16.3K -100 -7%
CC
238
Cassaday & Co
Virginia
$223K
NWM
239
NEIRG Wealth Management
Massachusetts
$223K +$216K +1,325 New
WP
240
WealthSource Partners
California
$222K +$215K +1,319 New
MSA
241
Marino Stram & Associates
Massachusetts
$219K +$212K +1,301 New
DI
242
Disciplined Investments
Oklahoma
$212K -$18.6K -114 -8%
OBWG
243
Onyx Bridge Wealth Group
New York
$209K +$201K +1,233 New
Neuberger Berman Group
244
Neuberger Berman Group
New York
$209K +$203K +1,242 New
PP
245
PDS Planning
Ohio
$206K +$200K +1,226 New
Betterment LLC
246
Betterment LLC
New York
$203K +$197K +1,207 New
ECG
247
Edge Capital Group
Georgia
$200K +$194K +1,190 New
MCC
248
Money Concepts Capital
Florida
$189K +$183K +1,123 New
PB
249
Pinnacle Bancorp
Nebraska
$164K
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$160K +$156K +954 New

MGC Hedge Fund Activity: Q4 2021 in Review

302 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q4 2021, worth a combined $2.15B — up 12% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MGC positions and 21 closed out — a net gain of 31 holders — while 101 added to existing stakes and 80 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $16.5M. The largest seller was Global Endowment Management, cutting an estimated $41.7M.

  • 302 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q4 2021, up from 280 in Q3 2021.
  • Funds reported $2.15B of Vanguard Mega Cap 300 Index ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 52 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q4 2021 and 21 closed out, a net change of +31 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q4 2021 was Osaic Holdings, an estimated $16.5M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q4 2021 was Global Endowment Management, an estimated $41.7M sold.

Based on aggregated 13F filings for Q4 2021.