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Vanguard Mega Cap 300 Index ETF

268 hedge funds and large institutions have $1.87B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 80

4% more funds holding

Funds holding: 258268 (+10)

4% more capital invested

Capital invested by funds: $1.8B → $1.87B (+$70.4M)

2.61% less ownership

Funds ownership: 50.09%47.48% (-2.6%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

23% less call options, than puts

Call options by funds: $587K | Put options by funds: $761K

Holders
268
Holders Change
+10
Holders Change %
+3.88%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
24
Increased
93
Reduced
80
Closed
11
Calls
$587K
Puts
$761K
Net Calls
-$174K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
101
Legacy Private Trust
Wisconsin
$1.38M
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$1.36M -$4.23M -28,602 -76%
HWA
103
Heartwood Wealth Advisors
Virginia
$1.35M -$17.8M -120,019 -93%
Renaissance Technologies
104
Renaissance Technologies
New York
$1.32M +$961K +6,500 +295%
Citadel Advisors
105
Citadel Advisors
Florida
$1.28M +$1.24M +8,400 New
JMPWA
106
JP Morgan Private Wealth Advisors
California
$1.27M +$181K +1,225 +17%
MA
107
Mutual Advisors
Nebraska
$1.25M -$178K -1,202 -13%
BJ
108
Brouwer & Janachowski
California
$1.25M -$160K -1,081 -12%
IFG
109
Investors Financial Group
Minnesota
$1.24M +$106K +718 +10%
KAS
110
Kestra Advisory Services
Texas
$1.23M +$63.9K +432 +6%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$592 -4 -0.1%
WCAMG
112
Woodard & Company Asset Management Group
North Carolina
$1.15M -$176K -1,187 -14%
ML
113
McAdam LLC
Pennsylvania
$1.12M -$14.5K -98 -1%
CCFM
114
Clear Creek Financial Management
Washington
$1.12M +$1.08M +7,332 New
WFA
115
West Financial Advisors
Iowa
$1.08M
APSP
116
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.08M +$3.11K +21 +0.3%
Deutsche Bank
117
Deutsche Bank
Germany
$1.06M -$6.95K -47 -0.7%
SC
118
Savant Capital
Illinois
$1.05M
AAS
119
Avantax Advisory Services
Texas
$1.01M -$46.6K -315 -5%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$985K +$108K +728 +13%
GWM
121
Geneos Wealth Management
Colorado
$964K -$387K -2,620 -30%
UWM
122
USAdvisors Wealth Management
Minnesota
$947K +$276K +1,866 +43%
W
123
WealthOne
New York
$899K +$5.18K +35 +0.6%
KPWS
124
Kestra Private Wealth Services
Texas
$886K +$860K +5,817 New
AWM
125
AE Wealth Management
Kansas
$883K -$9.45M -63,887 -92%

MGC Hedge Fund Activity: Q2 2021 in Review

268 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q2 2021, worth a combined $1.87B — up 3.9% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MGC positions and 11 closed out — a net gain of 13 holders — while 93 added to existing stakes and 80 trimmed.

The largest buyer was Ameriprise, adding an estimated $18.2M. The largest seller was Morgan Stanley, cutting an estimated $31.9M.

  • 268 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q2 2021, up from 258 in Q1 2021.
  • Funds reported $1.87B of Vanguard Mega Cap 300 Index ETF stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 24 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q2 2021 and 11 closed out, a net change of +13 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q2 2021 was Ameriprise, an estimated $18.2M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q2 2021 was Morgan Stanley, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2021.