We are live on ! Find out more
MGC icon

Vanguard Mega Cap 300 Index ETF

152 hedge funds and large institutions have $828M invested in Vanguard Mega Cap 300 Index ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more capital invested

Capital invested by funds: $744M → $828M (+$83.9M)

3% more funds holding

Funds holding: 147152 (+5)

0.65% more ownership

Funds ownership: 42.63%43.28% (+0.65%)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
15
Increased
50
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$5.2M -$2.49K -25 -0%
Jane Street
27
Jane Street
New York
$5.1M +$3.47M +34,870 +225%
ONB
28
Old National Bancorp
Indiana
$4.77M +$3.26M +32,686 +227%
DWM
29
Darwin Wealth Management
Florida
$4.76M +$4.68M +47,022 New
Creative Planning
30
Creative Planning
Kansas
$4.63M -$45K -452 -1%
NFG
31
Next Financial Group
Texas
$4.52M +$3.86M +38,797 +660%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$4.2M +$893K +8,965 +28%
PFM
33
Phillips Financial Management
Indiana
$3.99M -$113K -1,133 -3%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$3.92M +$859K +8,622 +29%
PA
35
Paracle Advisors
Washington
$3.91M -$82.1K -824 -2%
CI Investments Inc
36
CI Investments Inc
Ontario, Canada
$3.58M +$1.63M +16,386 +86%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$3.43M +$440K +4,414 +15%
SSB
38
Sandy Spring Bank
Maryland
$3.27M -$67.9K -682 -2%
SCM
39
SOL Capital Management
Maryland
$3.02M -$14.9K -150 -0.5%
BEAM
40
Baker Ellis Asset Management
Washington
$2.97M -$91.6K -920 -3%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$2.75M -$24.9K -250 -0.9%
BDF
42
Black Diamond Financial
Maryland
$2.71M -$15.9K -160 -0.6%
PA
43
Parallel Advisors
California
$2.64M -$543K -5,447 -17%
BPCE
44
Bank Pictet & Cie (Europe)
Germany
$2.52M -$249K -2,500 -9%
Goldman Sachs
45
Goldman Sachs
New York
$1.92M -$2.2M -22,136 -54%
SB
46
Suntrust Banks
Georgia
$1.89M +$53.9K +541 +3%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.87M +$180K +1,805 +11%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.83M +$13.8K +139 +0.8%
SAM
49
Smithbridge Asset Management
Pennsylvania
$1.8M +$1.59K +16 +0.1%
BJ
50
Brouwer & Janachowski
California
$1.78M -$42.9K -431 -2%

MGC Hedge Fund Activity: Q2 2019 in Review

152 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q2 2019, worth a combined $828M — up 11% from $744M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MGC positions and 6 closed out — a net gain of 9 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Cassaday & Co, adding an estimated $15.2M. The largest seller was Wells Fargo, cutting an estimated $10.6M.

  • 152 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q2 2019, up from 147 in Q1 2019.
  • Funds reported $828M of Vanguard Mega Cap 300 Index ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 15 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q2 2019 and 6 closed out, a net change of +9 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q2 2019 was Cassaday & Co, an estimated $15.2M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q2 2019 was Wells Fargo, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2019.