We are live on ! Find out more
MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

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: 16 → 19 (+3)

12% more capital invested

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

8% more funds holding

Funds holding: 280 → 302 (+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

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$16.5M
2
BDF
Black Diamond Financial
Maryland
+$8.97M
3
FTS
Fifth Third Securities
Ohio
+$6.98M
4
AWM
AE Wealth Management
Kansas
+$6.11M
5
Ameriprise
Ameriprise
Minnesota
+$5.98M

Top Sellers

Rank Fund Capital Flow
1
GEM
Global Endowment Management
North Carolina
-$41.7M
2
KAS
Kestra Advisory Services
Texas
-$10.4M
3
CW
CreativeOne Wealth
Kansas
-$5.96M
4
GM
GeoWealth Management
Illinois
-$4.77M
5
MGIA
Moneta Group Investment Advisors
Missouri
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
251
Creative Financial Designs
Indiana
$154K -$3.42K -21 -2%
VNIM
252
Vaughan Nelson Investment Management
Texas
$152K – – –
QCG
253
Quadrant Capital Group
Ohio
$151K -$489 -3 -0.3%
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K – – –
PGAM
255
Princeton Global Asset Management
New Jersey
$134K -$81.5K -500 -38%
NOI
256
Newton One Investments
Delaware
$133K +$978 +6 +0.8%
RBC
257
Roble Belko & Company
Pennsylvania
$130K – – –
IFAM
258
Institutional & Family Asset Management
Colorado
$129K – – –
OA
259
Operose Advisors
Wisconsin
$125K +$121K +741 New
SC
260
Steph & Co
Wisconsin
$113K – – –
PCMC
261
Paragon Capital Management (Colorado)
Colorado
$84K +$81.5K +500 New
VNA
262
Valley National Advisers
Pennsylvania
$83K – – –
CIAS
263
Capital Investment Advisory Services
North Carolina
$82K +$163 +1 +0.2%
AIC
264
Archer Investment Corporation
Indiana
$69.4K – – –
IA
265
IFP Advisors
Florida
$64K +$57.6K +353 +1,177%
FFWM
266
Future Financial Wealth Management
Ohio
$61K +$58.7K +360 New
LFG
267
Larson Financial Group
Missouri
$60K – – –
BFEC
268
Benjamin F. Edwards & Company
Missouri
$56K – – –
AF
269
Allworth Financial
California
$51K +$326 +2 +0.7%
MIM
270
Macroview Investment Management
Maryland
$44K +$163 +1 +0.4%
AWM
271
AllSquare Wealth Management
New York
$43K – – –
ZC
272
Zeit Capital
Colorado
$43K – – –
LAS
273
Lloyd Advisory Services
Georgia
$43K +$42.1K +258 New
GEA
274
Glen Eagle Advisors
New Jersey
$42K -$12.2K -75 -23%
CWS
275
Confluence Wealth Services
Pennsylvania
$42K +$40.8K +250 New
9 10
11
12 13

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.