We are live on ! Find out more
MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

299 hedge funds and large institutions have $2.04B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1.19% more ownership

Funds ownership: 47.26% → 48.46% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 96

1% less funds holding

Funds holding: 302 → 299 (-3)

5% less capital invested

Capital invested by funds: $2.15B → $2.04B (-$114M)

16% less funds holding in top 10

Funds holding in top 10: 19 → 16 (-3)

81% less call options, than puts

Call options by funds: $321K | Put options by funds: $1.69M

Holders
299
Holders Change
-3
Holders Change %
-0.99%
% of All Funds
4.72%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
32
Increased
101
Reduced
96
Closed
29
Calls
$321K
Puts
$1.69M
Net Calls
-$1.37M
Net Calls Change
+$1.26M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$97.5M
2
Bank of America
Bank of America
North Carolina
+$8.52M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$4.45M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.41M
5
CI
CX Institutional
Indiana
+$4.01M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$34.1M
2
WA
Win Advisors
Florida
-$27.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$15.3M
4
GM
GeoWealth Management
Illinois
-$13.5M
5
RJA
Raymond James & Associates
Florida
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
301
Peapack-Gladstone Financial Corp
New Jersey
– -$1.94M -11,529 Closed
MG
302
Mather Group
Illinois
– -$1.77M -10,512 Closed
IFG
303
Investors Financial Group
Minnesota
– -$1.5M -8,928 Closed
MA
304
Mutual Advisors
Nebraska
– -$1.26M -7,494 Closed
Renaissance Technologies
305
Renaissance Technologies
New York
– -$1.04M -6,200 Closed
PA
306
PFG Advisors
Arizona
– -$684K -4,072 Closed
GCP
307
GSA Capital Partners
United Kingdom
– -$641K -3,811 Closed
HTHT
308
Hemenway Trust Hemenway Trust
New Hampshire
– -$457K -2,716 Closed
IWA
309
IBEX Wealth Advisors
New Jersey
– -$434K -2,582 Closed
ARC
310
Advisor Resource Council
Texas
– -$332K -1,976 Closed
PPW
311
Pinnacle Private Wealth
Massachusetts
– -$326K -1,938 Closed
PCA
312
Personal Capital Advisors
California
– -$247K -1,469 Closed
NA
313
NewEdge Advisors
Louisiana
– -$242K -1,435 Closed
IFWM
314
Institute for Wealth Management
Colorado
– -$227K -1,350 Closed
Neuberger Berman Group
315
Neuberger Berman Group
New York
– -$209K -1,242 Closed
OBWG
316
Onyx Bridge Wealth Group
New York
– -$209K -1,233 Closed
Betterment LLC
317
Betterment LLC
New York
– -$203K -1,207 Closed
ECG
318
Edge Capital Group
Georgia
– -$200K -1,190 Closed
PCMC
319
Paragon Capital Management (Colorado)
Colorado
– -$84K -500 Closed
ZC
320
Zeit Capital
Colorado
– -$43K -258 Closed
CWS
321
Confluence Wealth Services
Pennsylvania
– -$42K -250 Closed
TCM
322
TD Capital Management
Tennessee
– -$35K -207 Closed
TCOV
323
Trust Company of Vermont
Vermont
– -$34K -202 Closed
JRFS
324
James Reed Financial Services
Ohio
– -$26K -156 Closed
WWMSC
325
Wagner Wealth Management (South Carolina)
South Carolina
– -$26K -152 Closed
10 11 12
13
14

MGC Hedge Fund Activity: Q1 2022 in Review

299 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2022, worth a combined $2.04B — down 5.3% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MGC positions and 29 closed out — a net gain of 3 holders — while 101 added to existing stakes and 96 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $97.5M. The largest seller was Beaumont Financial Advisors, cutting an estimated $34.1M.

  • 299 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2022, down from 302 in Q4 2021.
  • Funds reported $2.04B of Vanguard Mega Cap 300 Index ETF stock for Q1 2022, down 5.3% quarter-over-quarter.
  • 32 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2022 and 29 closed out, a net change of +3 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2022 was Exchange Traded Concepts, an estimated $97.5M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2022 was Beaumont Financial Advisors, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2022.