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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
AWM
276
Accel Wealth Management
Iowa
$39K
HWA
277
HHM Wealth Advisors
Tennessee
$35K
RIM
278
Rockbridge Investment Management
New York
$35K
TCM
279
TD Capital Management
Tennessee
$35K +$163 +1 +0.5%
TCOV
280
Trust Company of Vermont
Vermont
$34K +$32.9K +202 New
S
281
SignatureFD
Georgia
$32K
JWBC
282
John W. Brooker & Co
California
$31K
WWMSC
283
Wagner Wealth Management (South Carolina)
South Carolina
$26K
GI
284
Gradient Investments
Minnesota
$26K +$9.78K +60 +65%
JRFS
285
James Reed Financial Services
Ohio
$26K +$25.4K +156 New
TCWM
286
Total Clarity Wealth Management
Illinois
$24K +$1.14K +7 +5%
RDIA
287
RE Dickinson Investment Advisors
Iowa
$17K +$16.3K +100 New
CG
288
Cutler Group
California
$16K -$114K -700 -88%
Qube Research & Technologies (QRT)
289
Qube Research & Technologies (QRT)
United Kingdom
$15K -$132K -809 -90%
MAM
290
Mystic Asset Management
Rhode Island
$14K +$13.9K +85 New
ME
291
McIlrath & Eck
Washington
$11K
BWA
292
BDO Wealth Advisors
Florida
$10K +$163 +1 +2%
CA
293
CoreCap Advisors
Michigan
$10K +$10.1K +62 New
JFGIW
294
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K
SIS
295
Sound Income Strategies
Florida
$8K
SWM
296
Spire Wealth Management
Virginia
$7K -$326 -2 -5%
BlackRock
297
BlackRock
New York
$7K +$2.45K +15 +60%
National Bank of Canada
298
National Bank of Canada
Quebec, Canada
$5K +$4.89K +30 New
CFO
299
CVA Family Office
Colorado
$3K +$3.26K +20 New
HCP
300
Hexagon Capital Partners
Arkansas
$2K

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.