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Vanguard Mega Cap 300 Index ETF

152 hedge funds and large institutions have $828M invested in Vanguard Mega Cap 300 Index ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more capital invested

Capital invested by funds: $744M → $828M (+$83.9M)

3% more funds holding

Funds holding: 147152 (+5)

0.65% more ownership

Funds ownership: 42.63%43.28% (+0.65%)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
15
Increased
50
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
101
Cullen/Frost Bankers
Texas
$269K
IWM
102
IHT Wealth Management
Illinois
$254K -$896 -9 -0.4%
MWA
103
Meridian Wealth Advisors
Texas
$252K
SMC
104
Smith, Moore & Co
Missouri
$249K
SS
105
Simplicity Solutions
Minnesota
$241K -$244K -2,450 -51%
SBIA
106
Sheaff Brock Investment Advisors
Indiana
$239K +$235K +2,359 New
PSUF
107
People's United Financial
Connecticut
$236K +$232K +2,327 New
ACI
108
Alpha Cubed Investments
California
$228K -$9.96K -100 -4%
TW
109
TrinityPoint Wealth
Connecticut
$227K -$67.4K -677 -24%
Vanguard Group
110
Vanguard Group
Pennsylvania
$227K
Renaissance Technologies
111
Renaissance Technologies
New York
$213K +$209K +2,100 New
WWM
112
Western Wealth Management
Colorado
$211K
BSW
113
Buckingham Strategic Wealth
Missouri
$205K +$201K +2,022 New
HNB
114
Huntington National Bank
Ohio
$179K
BCI
115
Brinker Capital Investments
Pennsylvania
$175K
CF
116
Centaurus Financial
California
$162K +$115K +1,152 +259%
CFA
117
Carroll Financial Associates
North Carolina
$149K
JPLA
118
Joseph P. Lucia & Associates
New York
$146K -$432K -4,342 -75%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$145K
DWM
120
Doyle Wealth Management
Florida
$127K +$125K +1,251 New
US Bancorp
121
US Bancorp
Minnesota
$114K
PCFFS
122
Pacific Center for Financial Services
California
$109K
PB
123
Pinnacle Bancorp
Nebraska
$102K
GWM
124
Geneos Wealth Management
Colorado
$101K
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$99K

MGC Hedge Fund Activity: Q2 2019 in Review

152 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q2 2019, worth a combined $828M — up 11% from $744M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MGC positions and 6 closed out — a net gain of 9 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Cassaday & Co, adding an estimated $15.2M. The largest seller was Wells Fargo, cutting an estimated $10.6M.

  • 152 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q2 2019, up from 147 in Q1 2019.
  • Funds reported $828M of Vanguard Mega Cap 300 Index ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 15 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q2 2019 and 6 closed out, a net change of +9 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q2 2019 was Cassaday & Co, an estimated $15.2M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q2 2019 was Wells Fargo, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2019.