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Vanguard Mega Cap 300 Index ETF

201 hedge funds and large institutions have $1.27B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $306K

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

60% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 48

39% more capital invested

Capital invested by funds: $911M → $1.27B (+$357M)

10% more funds holding

Funds holding: 182201 (+19)

2.66% more ownership

Funds ownership: 46.33%49% (+2.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
201
Holders Change
+19
Holders Change %
+10.44%
% of All Funds
4.12%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.27%
New
34
Increased
77
Reduced
48
Closed
15
Calls
$1.07M
Puts
$306K
Net Calls
+$760K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$8.88M +$8.39M +81,090 New
BFA
27
Beaumont Financial Advisors
Massachusetts
$8.66M +$8.19M +79,143 New
AIS
28
American Investment Services
Massachusetts
$8.1M +$36.8K +356 +0.5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$8.03M -$47.1K -455 -0.6%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$7.96M -$805K -7,778 -10%
CW
31
CreativeOne Wealth
Kansas
$7.52M +$1.34M +12,906 +23%
RJA
32
Raymond James & Associates
Florida
$6.86M +$520K +5,030 +9%
CIA
33
Capital Investment Advisors
Georgia
$6.27M +$659K +6,369 +13%
CAM
34
Cozad Asset Management
Illinois
$5.72M +$5.41M +52,247 New
Baird Financial Group
35
Baird Financial Group
Wisconsin
$5.5M +$394K +3,805 +8%
PFM
36
Phillips Financial Management
Indiana
$5.46M +$1.48M +14,269 +40%
SWRP
37
Summit Wealth & Retirement Planning
California
$5.05M +$1.86M +18,015 +64%
AC
38
Apella Capital
Connecticut
$4.42M +$234K +2,266 +6%
AWA
39
Arete Wealth Advisors
Illinois
$4.25M +$4.02M +38,815 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$4.14M +$282K +2,722 +8%
GWM
41
Gray Wealth Management
Maine
$4.11M +$64.8K +626 +2%
ONB
42
Old National Bancorp
Indiana
$3.7M -$1.45M -13,989 -29%
JWM
43
Jackson Wealth Management
Florida
$3.57M +$3.37M +32,597 New
TFS
44
TrustCore Financial Services
Tennessee
$3.53M +$229K +2,217 +7%
HWA
45
Hilltop Wealth Advisors
North Carolina
$3.49M -$616K -5,956 -16%
MML Investors Services
46
MML Investors Services
Massachusetts
$3.45M +$1.76M +17,006 +117%
SFO
47
Stokes Family Office
Louisiana
$3.35M
CCP
48
Cardan Capital Partners
Colorado
$3.28M +$3.1M +29,957 New
PA
49
Paracle Advisors
Washington
$3.26M -$235K -2,267 -7%
SSB
50
Sandy Spring Bank
Maryland
$3.22M -$11.9K -115 -0.4%

MGC Hedge Fund Activity: Q2 2020 in Review

201 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q2 2020, worth a combined $1.27B — up 39% from $911M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MGC positions and 15 closed out — a net gain of 19 holders — while 77 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.9M. The largest seller was Truist Financial, cutting an estimated $24.7M.

  • 201 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q2 2020, up from 182 in Q1 2020.
  • Funds reported $1.27B of Vanguard Mega Cap 300 Index ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 34 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q2 2020 and 15 closed out, a net change of +19 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q2 2020 was Morgan Stanley, an estimated $58.9M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q2 2020 was Truist Financial, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2020.