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Vanguard Mega Cap 300 Index ETF
MGC

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: 182 → 201 (+19)

2.66% more ownership

Funds ownership: 46.33% → 49% (+2.7%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$58.9M
2
Bank of America
Bank of America
North Carolina
+$33.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$23.7M
4
KP
Keel Point
Alabama
+$20.3M
5
GEM
Global Endowment Management
North Carolina
+$11.9M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$24.7M
2
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$15.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$11.1M
4
DWM
Darwin Wealth Management
Florida
-$4.85M
5
BSAM
Blue Sky Asset Management
Colorado
-$3.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
Procyon Advisors
Connecticut
$3.19M -$368K -3,553 -11%
CI
52
CX Institutional
Indiana
$3.09M +$792K +7,656 +37%
MGIA
53
Moneta Group Investment Advisors
Missouri
$3.07M -$315K -3,040 -10%
DWM
54
Destination Wealth Management
California
$2.98M +$451K +4,355 +19%
SFPM
55
Sensible Financial Planning & Management
Massachusetts
$2.76M +$523K +5,054 +25%
BEAM
56
Baker Ellis Asset Management
Washington
$2.7M -$85.9K -830 -3%
NYLIM
57
New York Life Investment Management
New York
$2.67M +$2.53M +24,423 New
PA
58
Parallel Advisors
California
$2.35M -$10.7K -103 -0.5%
PS
59
Portfolio Solutions
Michigan
$2.3M -$240K -2,319 -10%
CCP
60
Clarkston Capital Partners
Michigan
$2.08M +$49.6K +479 +3%
SAM
61
Smithbridge Asset Management
Pennsylvania
$2.05M -$517 -5 -0%
CAC
62
Certified Advisory Corp
Florida
$2.02M +$1.84M +17,827 +3,042%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.95M +$241K +2,332 +15%
Stifel Financial
64
Stifel Financial
Missouri
$1.87M +$23.7K +229 +1%
SEIA
65
Signature Estate & Investment Advisors
California
$1.74M -$268K -2,594 -14%
PAG
66
Private Advisor Group
New Jersey
$1.66M -$217K -2,101 -12%
SG
67
StoneX Group
New York
$1.64M +$194K +1,875 +14%
SI
68
Stephens Inc
Arkansas
$1.61M -$2.37M -22,911 -61%
FA
69
Fortis Advisors
Pennsylvania
$1.6M +$1.51M +14,580 New
BAMG
70
Brand Asset Management Group
Missouri
$1.56M – – –
CA
71
Calton & Associates
Florida
$1.54M -$124K -1,196 -8%
WCAMG
72
Woodard & Company Asset Management Group
North Carolina
$1.45M -$15.4M -148,655 -92%
FAAS
73
First Allied Advisory Services
California
$1.45M -$411K -3,975 -23%
MGIA
74
Matthew Goff Investment Advisor
Texas
$1.42M +$1.35M +13,002 New
CA
75
Cetera Advisors
Colorado
$1.41M +$1.33M +12,877 New
1 2
3
4 5

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.