We are live on ! Find out more
MGC icon

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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
BRWA
76
B. Riley Wealth Advisors
Florida
$3.17M +$106K +653 +4%
HighTower Advisors
77
HighTower Advisors
Illinois
$3.17M -$1.96K -12 -0.1%
PWA
78
Physician Wealth Advisors
Utah
$3.1M +$320K +1,961 +12%
CA
79
Calton & Associates
Florida
$3.05M +$118K +724 +4%
CAC
80
Certified Advisory Corp
Florida
$2.98M -$99.6K -611 -3%
LFAS
81
Level Four Advisory Services
Texas
$2.55M +$2.47M +15,170 New
MFGM
82
Marshall Financial Group (Maryland)
Maryland
$2.44M +$27.2K +167 +1%
TA
83
TrueWealth Advisors
Alabama
$2.43M +$1.67M +10,255 +244%
BAMG
84
Brand Asset Management Group
Missouri
$2.4M – – –
Citadel Advisors
85
Citadel Advisors
Florida
$2.4M +$1.43M +8,744 +158%
HAS
86
HBW Advisory Services
California
$2.25M +$5.71K +35 +0.3%
TFS
87
Thoroughbred Financial Services
Tennessee
$2.09M +$48.9K +300 +2%
Franklin Resources
88
Franklin Resources
California
$2.03M – – –
TFS
89
TrustCore Financial Services
Tennessee
$2M -$2.01M -12,355 -51%
TAM
90
Tocqueville Asset Management
New York
$1.98M – – –
MSFS
91
Main Street Financial Solutions
Pennsylvania
$1.98M -$10.8K -66 -0.6%
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$1.94M +$184K +1,129 +11%
MGIA
93
Matthew Goff Investment Advisor
Texas
$1.9M – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$1.88M +$138K +844 +8%
AAS
95
Avantax Advisory Services
Texas
$1.87M +$554K +3,399 +44%
KAS
96
Kestra Advisory Services
Texas
$1.84M -$10.4M -63,885 -85%
AWM
97
Aspire Wealth Management
Massachusetts
$1.84M +$1.79M +10,971 New
MG
98
Mather Group
Illinois
$1.77M +$1.71M +10,512 New
JP Morgan Chase
99
JP Morgan Chase
New York
$1.72M -$815 -5 -0%
HI
100
Harbour Investments
Wisconsin
$1.67M -$722K -4,427 -31%
2 3
4
5 6

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.