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Vanguard Mega Cap 300 Index ETF

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: 1619 (+3)

12% more capital invested

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

8% more funds holding

Funds holding: 280302 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
Titleist Capital
Texas
$7.09M +$6.88M +42,186 New
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$6.89M -$85.3K -523 -1%
GWM
53
Gray Wealth Management
Maine
$6.6M +$53K +325 +0.8%
Stifel Financial
54
Stifel Financial
Missouri
$6.58M +$470K +2,880 +8%
KP
55
Keel Point
Alabama
$6.05M -$2.49M -15,260 -30%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$5.76M -$306K -1,878 -5%
MA
57
MJP Associates
Connecticut
$5.57M -$12.9K -79 -0.2%
MGIA
58
Moneta Group Investment Advisors
Missouri
$5.4M -$4.51M -27,667 -86%
Creative Planning
59
Creative Planning
Kansas
$5.26M +$4.24K +26 +0.1%
SFO
60
Stokes Family Office
Louisiana
$5.14M
TWM
61
Tradition Wealth Management
Minnesota
$4.94M -$72.2K -443 -1%
EWM
62
Empirical Wealth Management
Washington
$4.92M -$414K -2,542 -8%
AWA
63
Arete Wealth Advisors
Illinois
$4.78M +$84.1K +516 +2%
HWA
64
Hilltop Wealth Advisors
North Carolina
$4.73M -$9.78K -60 -0.2%
TWM
65
TriaGen Wealth Management
California
$4.65M +$55.1K +338 +1%
JWM
66
Jackson Wealth Management
Florida
$4.58M -$107K -655 -2%
Goldman Sachs
67
Goldman Sachs
New York
$4.18M +$2.47M +15,179 +157%
CA
68
Cetera Advisors
Colorado
$4.16M -$3.9M -23,949 -49%
DAS
69
Dynamic Advisor Solutions
Arizona
$4.02M -$86.7K -532 -2%
CCP
70
Clarkston Capital Partners
Michigan
$3.63M +$110K +674 +3%
SEM
71
Strategic Equity Management
Arizona
$3.56M -$276K -1,692 -7%
BEAM
72
Baker Ellis Asset Management
Washington
$3.54M
PAG
73
Private Advisor Group
New Jersey
$3.54M -$90.8K -557 -3%
CCM
74
Coldstream Capital Management
Washington
$3.45M -$468K -2,871 -12%
PA
75
Parallel Advisors
California
$3.32M -$6.2K -38 -0.2%

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.