We are live on ! Find out more
MGC icon

Vanguard Mega Cap 300 Index ETF

119 hedge funds and large institutions have $556M invested in Vanguard Mega Cap 300 Index ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

13% more funds holding

Funds holding: 105119 (+14)

9% more capital invested

Capital invested by funds: $512M → $556M (+$44.3M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.2% less ownership

Funds ownership: 40.76%40.56% (-0.2%)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $220K

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
23
Increased
27
Reduced
37
Closed
8
Calls
Puts
$220K
Net Calls
-$220K
Net Calls Change
+$30K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$266K +$249K +2,782 +6,955%
CT
77
CPF Texas
Texas
$264K +$252K +2,815 New
CFB
78
Cullen/Frost Bankers
Texas
$244K -$219K -2,450 -48%
DAS
79
Dynamic Advisor Solutions
Arizona
$231K +$225K +2,515 New
SMC
80
Smith, Moore & Co
Missouri
$226K
SSWM
81
Sheets Smith Wealth Management
North Carolina
$211K +$206K +2,300 New
ACI
82
Alpha Cubed Investments
California
$207K +$201K +2,252 New
Vanguard Group
83
Vanguard Group
Pennsylvania
$206K -$9.04K -101 -4%
CCA
84
Clearwater Capital Advisors
Illinois
$205K +$199K +2,229 New
BA
85
Bristlecone Advisors
Washington
$200K -$25.9K -290 -12%
FAAS
86
First Allied Advisory Services
California
$197K -$80.8K -903 -29%
CFA
87
Carroll Financial Associates
North Carolina
$145K -$48.8K -545 -26%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$145K
BCI
89
Brinker Capital Investments
Pennsylvania
$139K
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$125K -$73.6K -823 -38%
US Bancorp
91
US Bancorp
Minnesota
$103K +$53K +593 +111%
PCFFS
92
Pacific Center for Financial Services
California
$97K
GWM
93
Geneos Wealth Management
Colorado
$91K +$89.5K +1,000 New
CC
94
Cassaday & Co
Virginia
$90K
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$89K
CAC
96
Certified Advisory Corp
Florida
$83K +$81.7K +913 New
EA
97
Edge Advisors
Georgia
$77K
HWP
98
Hefty Wealth Partners
Indiana
$75K -$1.7K -19 -2%
BBA
99
Braun-Bostich & Associates
Pennsylvania
$62K +$60.1K +672 New
AF
100
Advisornet Financial
Minnesota
$58K +$57K +637 New

MGC Hedge Fund Activity: Q4 2017 in Review

119 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q4 2017, worth a combined $556M — up 8.6% from $512M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MGC positions and 8 closed out — a net gain of 15 holders — while 27 added to existing stakes and 37 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.82M. The largest seller was UBS Group, cutting an estimated $1.11M.

  • 119 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q4 2017, up from 105 in Q3 2017.
  • Funds reported $556M of Vanguard Mega Cap 300 Index ETF stock for Q4 2017, up 8.6% quarter-over-quarter.
  • 23 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q4 2017 and 8 closed out, a net change of +15 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $6.82M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q4 2017 was UBS Group, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2017.