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Vanguard Mega Cap 300 Index ETF

283 hedge funds and large institutions have $1.5B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% less ownership

Funds ownership: 46.36%46.08% (-0.29%)

3% less funds holding

Funds holding: 292283 (-9)

9% less capital invested

Capital invested by funds: $1.65B → $1.5B (-$148M)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

17% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 90

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
283
Holders Change
-9
Holders Change %
-3.08%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
17
Increased
75
Reduced
90
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
276
Tower Research Capital (TRC)
New York
$7K -$96.2K -693 -92%
BWA
277
BDO Wealth Advisors
Florida
$7K
SIS
278
Sound Income Strategies
Florida
$6K
DWP
279
Destiny Wealth Partners
Florida
$5K
RDIA
280
RE Dickinson Investment Advisors
Iowa
$5K
SWM
281
Spire Wealth Management
Virginia
$5K
BEI
282
Benjamin Edwards Inc
Missouri
$2K
CFO
283
CVA Family Office
Colorado
$2K
HCP
284
Hexagon Capital Partners
Arkansas
$2K +$139 +1 +6%
Bank of Montreal
285
Bank of Montreal
Ontario, Canada
$284 +$150K +1,083 +108%
SS
286
Simplicity Solutions
Minnesota
-$10.4M -78,577 Closed
ETC
287
Exchange Traded Concepts
Oklahoma
-$7.98M -60,530 Closed
Cerity Partners
288
Cerity Partners
New York
-$999K -7,576 Closed
CCM
289
Consolidated Capital Management
California
-$253K -1,922 Closed
BFG
290
Berger Financial Group
Minnesota
-$230K -1,742 Closed
TC
291
Titleist Capital
Texas
-$228K -1,731 Closed
MSWMA
292
Market Street Wealth Management Advisors
Indiana
-$216K -1,640 Closed
PPG
293
Peak Planning Group
Colorado
-$215K -1,634 Closed
TIAM2
294
Tru Independence Asset Management 2
Oregon
-$215K -1,633 Closed
LNC
295
Lincoln National Corp
Pennsylvania
-$215K -1,632 Closed
MSAM
296
Moloney Securities Asset Management
Missouri
-$205K -1,556 Closed
RF
297
Resolute Financial
Massachusetts
-$202K -1,534 Closed
CBN
298
Cadence Bank NA
Texas
-$201K -1,530 Closed
PP
299
PDS Planning
Ohio
-$201K -1,528 Closed
JPLA
300
Joseph P. Lucia & Associates
New York
-$98K -745 Closed

MGC Hedge Fund Activity: Q3 2022 in Review

283 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2022, worth a combined $1.5B — down 9% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MGC and 17 opened new positions — a net loss of 4 holders — while 90 trimmed existing stakes and 75 added.

The largest buyer was PNC Financial Services Group, adding an estimated $54.3M. The largest seller was Ancora Advisors, cutting an estimated $54.4M.

  • 283 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2022, down from 292 in Q2 2022.
  • Funds reported $1.5B of Vanguard Mega Cap 300 Index ETF stock for Q3 2022, down 9% quarter-over-quarter.
  • 17 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2022 and 21 closed out, a net change of -4 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2022 was PNC Financial Services Group, an estimated $54.3M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2022 was Ancora Advisors, an estimated $54.4M sold.

Based on aggregated 13F filings for Q3 2022.