Vanguard Mega Cap 300 Index ETF
306 hedge funds and large institutions have $1.78B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 27 closing their positions.
25% more call options, than puts
Call options by funds: $1.09M | Put options by funds: $873K
22% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 27
10% more capital invested
Capital invested by funds: $1.62B → $1.78B (+$160M)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
0% more funds holding
Funds holding: 306 → 306 (0)
0.5% less ownership
Funds ownership: 47.86% → 47.36% (-0.5%)
8% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 100
Top Buyers
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.3M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$7.64M |
| 3 |
AssetMark Inc
Concord,
California
|
-$5.6M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$5.27M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JGCM
326
Joseph Group Capital Management
Columbus,
Ohio
| – | -$66K | -500 | Closed |
|
|
WA
327
Win Advisors
Palm Beach Gardens,
Florida
| – | -$31.4K | -237 | Closed |
|
|
MSCM
328
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$16.8K | -127 | Closed |
|
329
BlackRock
New York
| – | -$14.6K | -111 | Closed |
|
|
WWP
330
WR Wealth Planners
Columbia,
Missouri
| – | -$11K | -83 | Closed |
|
|
DWP
331
Destiny Wealth Partners
Tavares,
Florida
| – | -$5.56K | -42 | Closed |
|
|
RDIA
332
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| – | -$5K | -41 | Closed |
|
|
BEI
333
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$2K | -13 | Closed |
|
|
DF
334
DecisionPoint Financial
Mesa,
Arizona
| – | -$1.06K | -8 | Closed |
|
335
Lido Advisors
Los Angeles,
California
| – | +$1.61M | +11,640 | New |
|
MGC Hedge Fund Activity: Q1 2023 in Review
306 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2023, worth a combined $1.78B — up 9.9% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new MGC positions and 27 closed out — a net gain of 6 holders — while 92 added to existing stakes and 100 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $29.2M. The largest seller was Ameriprise, cutting an estimated $10.3M.
- 306 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $1.78B of Vanguard Mega Cap 300 Index ETF stock for Q1 2023, up 9.9% quarter-over-quarter.
- 33 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2023 and 27 closed out, a net change of +6 holders.
- The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $29.2M added.
- The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2023 was Ameriprise, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2023.