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Vanguard Mega Cap 300 Index ETF

72 hedge funds and large institutions have $408M invested in Vanguard Mega Cap 300 Index ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.62% more ownership

Funds ownership: 42.97%44.59% (+1.6%)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

8% less capital invested

Capital invested by funds: $441M → $408M (-$33.2M)

8% less funds holding

Funds holding: 7872 (-6)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
2.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
5
Increased
26
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICAS
26
Investors Capital Advisory Services
Massachusetts
$3.1M -$174K -2,509 -5%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$3.02M +$875K +12,640 +38%
Ameriprise
28
Ameriprise
Minnesota
$2.96M -$9.34K -135 -0.3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.93M +$56.5K +816 +2%
SHCM
30
Stokes & Hubbell Capital Management
Louisiana
$2.29M +$2.42M +35,000 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$2.19M +$333K +4,809 +17%
AIG
32
American International Group
New York
$2.08M -$111K -1,602 -5%
Creative Planning
33
Creative Planning
Kansas
$1.96M -$51.3K -742 -2%
BWM
34
Baystate Wealth Management
Massachusetts
$1.92M +$154K +2,223 +8%
Vanguard Group
35
Vanguard Group
Pennsylvania
$1.44M +$211K +3,045 +16%
HFS
36
HL Financial Services
Kentucky
$1.14M +$23.5K +340 +2%
DBT
37
Dubuque Bank & Trust
Iowa
$1.11M +$302K +4,364 +35%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$991K -$4.14M -59,774 -80%
CFB
39
Cullen/Frost Bankers
Texas
$976K -$20.8K -300 -2%
CCP
40
Clarkston Capital Partners
Michigan
$923K +$128K +1,856 +15%
SG Americas Securities
41
SG Americas Securities
New York
$893K -$922K -13,320 -49%
PWAP
42
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$824K -$53.7K -776 -6%
HighTower Advisors
43
HighTower Advisors
Illinois
$755K -$76.6K -1,107 -9%
GC
44
Gibson Capital
Pennsylvania
$651K
TH
45
Timber Hill
Connecticut
$559K +$593K +8,565 New
APSP
46
Asset Planning Services (Pennsylvania)
Pennsylvania
$554K +$3.32K +48 +0.6%
KA
47
Kovack Advisors
Florida
$552K +$585K +8,458 New
SC
48
Savant Capital
Illinois
$509K
Baird Financial Group
49
Baird Financial Group
Wisconsin
$505K +$265K +3,830 +98%
Stifel Financial
50
Stifel Financial
Missouri
$499K

MGC Hedge Fund Activity: Q3 2015 in Review

72 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2015, worth a combined $408M — down 7.5% from $441M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MGC and 5 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 26 added.

The largest buyer was AllianceBernstein, adding an estimated $4.2M. The largest seller was Brinker Capital Investments, cutting an estimated $11.1M.

  • 72 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2015, down from 78 in Q2 2015.
  • Funds reported $408M of Vanguard Mega Cap 300 Index ETF stock for Q3 2015, down 7.5% quarter-over-quarter.
  • 5 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2015 and 10 closed out, a net change of -5 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2015 was AllianceBernstein, an estimated $4.2M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2015 was Brinker Capital Investments, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2015.