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Vanguard Mega Cap 300 Index ETF
MGC

302 hedge funds and large institutions have $2.15B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

19% more funds holding in top 10

Funds holding in top 10: 16 → 19 (+3)

12% more capital invested

Capital invested by funds: $1.92B → $2.15B (+$228M)

8% more funds holding

Funds holding: 280 → 302 (+22)

0.14% more ownership

Funds ownership: 47.12% → 47.26% (+0.14%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.62M

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.65%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
52
Increased
101
Reduced
80
Closed
21
Calls
–
Puts
$2.62M
Net Calls
-$2.62M
Net Calls Change
-$2.35M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$16.5M
2
BDF
Black Diamond Financial
Maryland
+$8.97M
3
FTS
Fifth Third Securities
Ohio
+$6.98M
4
AWM
AE Wealth Management
Kansas
+$6.11M
5
Ameriprise
Ameriprise
Minnesota
+$5.98M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
-$41.7M
2
KAS
Kestra Advisory Services
Texas
-$10.4M
3
CW
CreativeOne Wealth
Kansas
-$5.96M
4
GM
GeoWealth Management
Illinois
-$4.77M
5
MGIA
Moneta Group Investment Advisors
Missouri
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$23.6M +$802K +4,919 +4%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$20.9M -$28.2K -173 -0.1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$20M +$3.69M +22,628 +24%
CW
29
CreativeOne Wealth
Kansas
$19.7M -$5.96M -36,541 -24%
BDF
30
Black Diamond Financial
Maryland
$19M +$8.97M +55,024 +95%
GM
31
GeoWealth Management
Illinois
$16.7M -$4.77M -29,271 -23%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$16.5M -$659K -4,039 -4%
PMG
33
ProVise Management Group
Florida
$16.2M +$5.05M +30,942 +47%
SG
34
StoneX Group
New York
$15M +$276K +1,690 +2%
AIS
35
American Investment Services
Massachusetts
$12.7M +$81.5K +500 +0.7%
AWM
36
AE Wealth Management
Kansas
$12.4M +$6.11M +37,499 +104%
CAM
37
Cozad Asset Management
Illinois
$12.2M +$390K +2,392 +3%
CIA
38
Capital Investment Advisors
Georgia
$11.7M -$163 -1 -0%
MML Investors Services
39
MML Investors Services
Massachusetts
$10.8M +$1.07M +6,574 +11%
QA
40
Quantitative Advantage
Minnesota
$10.4M +$407K +2,496 +4%
PFM
41
Phillips Financial Management
Indiana
$9.57M – – –
DWM
42
Destination Wealth Management
California
$9.35M -$260K -1,596 -3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$9.28M +$72.6K +445 +0.8%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$8.78M +$78.8K +483 +0.9%
ONB
45
Old National Bancorp
Indiana
$8.75M -$84K -515 -1%
HWM
46
HB Wealth Management
Georgia
$8.53M +$8.28M +50,751 New
1WM
47
1900 Wealth Management
Texas
$8.12M -$1.33M -8,179 -14%
AC
48
Apella Capital
Connecticut
$7.71M +$21.2K +130 +0.3%
CA
49
Capital Advantage
California
$7.56M +$768K +4,709 +11%
FTS
50
Fifth Third Securities
Ohio
$7.2M +$6.98M +42,808 New
1
2
3 4 5

MGC Hedge Fund Activity: Q4 2021 in Review

302 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q4 2021, worth a combined $2.15B — up 12% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MGC positions and 21 closed out — a net gain of 31 holders — while 101 added to existing stakes and 80 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $16.5M. The largest seller was Global Endowment Management, cutting an estimated $41.7M.

  • 302 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q4 2021, up from 280 in Q3 2021.
  • Funds reported $2.15B of Vanguard Mega Cap 300 Index ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 52 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q4 2021 and 21 closed out, a net change of +31 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q4 2021 was Osaic Holdings, an estimated $16.5M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q4 2021 was Global Endowment Management, an estimated $41.7M sold.

Based on aggregated 13F filings for Q4 2021.