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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$659K -$109K -1,049 -15%
FSWA
102
Financial Synergies Wealth Advisors
Texas
$656K +$620K +5,997 New
GC
103
Gibson Capital
Pennsylvania
$655K – – –
W
104
WealthOne
New York
$654K +$5.17K +50 +0.8%
ANTB
105
AMG National Trust Bank
Colorado
$632K +$597K +5,775 New
CCA
106
Checchi Capital Advisers
California
$627K +$10.4K +101 +2%
RWP
107
RWA Wealth Partners
Massachusetts
$625K – – –
UWM
108
USAdvisors Wealth Management
Minnesota
$605K +$572K +5,526 New
SNB
109
Security National Bank
Nebraska
$575K +$543K +5,249 New
C1AG
110
Client 1st Advisory Group
Florida
$553K -$718K -6,941 -59%
FPGK
111
Financial Partners Group (Kansas)
Kansas
$550K +$245K +2,368 +89%
CMBA
112
C.M. Bidwell & Associates
Hawaii
$548K +$257K +2,488 +99%
AWM
113
AE Wealth Management
Kansas
$546K +$158K +1,530 +44%
CPA
114
Capital Planning Advisors
California
$529K -$36.9K -357 -7%
CC
115
Cassaday & Co
Virginia
$515K -$236K -2,284 -33%
SWM
116
Sugarloaf Wealth Management
Georgia
$496K +$2.07K +20 +0.4%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$479K +$167K +1,614 +58%
SWP
118
Stratos Wealth Partners
Ohio
$448K – – –
ASN
119
Advisory Services Network
Georgia
$423K – – –
SSWM
120
Sheets Smith Wealth Management
North Carolina
$405K +$31K +300 +9%
SFP
121
Strategic Financial Partners
Oregon
$395K -$258K -2,490 -41%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$393K +$20.5K +198 +6%
SCM
123
SOL Capital Management
Maryland
$376K -$32.1K -310 -8%
SIC
124
Salem Investment Counselors
North Carolina
$375K +$27.9K +270 +9%
PFA
125
Pathway Financial Advisors
Vermont
$373K – – –
3 4
5
6 7

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.