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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
TCM
251
TD Capital Management
Tennessee
$31K +$148 +1 +0.5%
FHA
252
First Horizon Advisors
Tennessee
$30K
AWA
253
Arkadios Wealth Advisors
Georgia
$29K -$34.8K -235 -55%
S
254
SignatureFD
Georgia
$29K
WWMSC
255
Wagner Wealth Management (South Carolina)
South Carolina
$23K
Barclays
256
Barclays
United Kingdom
$20K +$19.7K +133 New
ME
257
McIlrath & Eck
Washington
$10K
Simplex Trading
258
Simplex Trading
Illinois
$10K +$9.91K +67 New
BWA
259
BDO Wealth Advisors
Florida
$9K -$2.96K -20 -25%
GRP
260
Global Retirement Partners
California
$9K
JFGIW
261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K
SIS
262
Sound Income Strategies
Florida
$8K
SWM
263
Spire Wealth Management
Virginia
$7K -$7.54K -51 -54%
RPCA
264
Running Point Capital Advisors
California
$6K
BlackRock
265
BlackRock
New York
$4K +$444 +3 +12%
CFO
266
CVA Family Office
Colorado
$3K
HCP
267
Hexagon Capital Partners
Arkansas
$2K +$1.92K +13 New
BBHC
268
Brown Brothers Harriman & Co
New York
$308 +$299K +2,022 New
Jane Street
269
Jane Street
New York
-$2.18M -15,540 Closed
AIP
270
Almanack Investment Partners
Pennsylvania
-$1.19M -8,495 Closed
UBS AM
271
UBS AM
Illinois
-$1.08M -8,070 Closed
CPA
272
Capital Planning Advisors
California
-$624K -4,450 Closed
NL
273
NWAM LLC
Washington
-$549K -3,916 Closed
SS
274
Simplicity Solutions
Minnesota
-$317K -2,258 Closed
BWM
275
BCGM Wealth Management
Indiana
-$258K -1,760 Closed

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.