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Vanguard Mega Cap 300 Index ETF
MGC

299 hedge funds and large institutions have $2.04B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1.19% more ownership

Funds ownership: 47.26% → 48.46% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 96

1% less funds holding

Funds holding: 302 → 299 (-3)

5% less capital invested

Capital invested by funds: $2.15B → $2.04B (-$114M)

16% less funds holding in top 10

Funds holding in top 10: 19 → 16 (-3)

81% less call options, than puts

Call options by funds: $321K | Put options by funds: $1.69M

Holders
299
Holders Change
-3
Holders Change %
-0.99%
% of All Funds
4.72%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
32
Increased
101
Reduced
96
Closed
29
Calls
$321K
Puts
$1.69M
Net Calls
-$1.37M
Net Calls Change
+$1.26M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$97.5M
2
Bank of America
Bank of America
North Carolina
+$8.52M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$4.45M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.41M
5
CI
CX Institutional
Indiana
+$4.01M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$34.1M
2
WA
Win Advisors
Florida
-$27.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$15.3M
4
GM
GeoWealth Management
Illinois
-$13.5M
5
RJA
Raymond James & Associates
Florida
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
101
Main Street Financial Solutions
Pennsylvania
$1.72M -$149K -951 -8%
NFG
102
Nations Financial Group
Iowa
$1.56M +$35.6K +227 +2%
JP Morgan Chase
103
JP Morgan Chase
New York
$1.5M -$118K -752 -7%
MFA
104
McClarren Financial Advisors
Pennsylvania
$1.47M +$3.61K +23 +0.2%
LPT
105
Legacy Private Trust
Wisconsin
$1.44M – – –
HWA
106
Heartwood Wealth Advisors
Virginia
$1.41M -$6.59K -42 -0.5%
AWM
107
Altium Wealth Management
New York
$1.4M +$1.38M +8,814 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$1.4M +$196K +1,246 +17%
AF
109
Advisornet Financial
Minnesota
$1.35M +$1.02M +6,504 +328%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$1.32M +$136K +866 +12%
SSB
111
Sandy Spring Bank
Maryland
$1.32M -$18.7K -119 -1%
Cerity Partners
112
Cerity Partners
New York
$1.3M – – –
KPWS
113
Kestra Private Wealth Services
Texas
$1.26M +$184K +1,172 +17%
SWA
114
Strategies Wealth Advisors
Michigan
$1.22M +$1.2M +7,652 New
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$1.15M +$18K +115 +2%
CCFM
116
Clear Creek Financial Management
Washington
$1.14M -$29.7K -189 -3%
WFA
117
West Financial Advisors
Iowa
$1.12M – – –
SC
118
Savant Capital
Illinois
$1.11M – – –
SB
119
Strategic Blueprint
Georgia
$1.07M +$1.06M +6,749 New
WCAMG
120
Woodard & Company Asset Management Group
North Carolina
$1.07M -$28.4K -181 -3%
MA
121
MJP Associates
Connecticut
$1.05M -$4.12M -26,281 -80%
WFAG
122
Wescott Financial Advisory Group
Pennsylvania
$1.02M +$1M +6,397 New
AWA
123
Arete Wealth Advisors
Illinois
$1.02M -$3.42M -21,827 -77%
ML
124
McAdam LLC
Pennsylvania
$1.01M -$80.2K -511 -7%
UWM
125
USAdvisors Wealth Management
Minnesota
$991K -$529K -3,369 -35%
3 4
5
6 7

MGC Hedge Fund Activity: Q1 2022 in Review

299 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2022, worth a combined $2.04B — down 5.3% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MGC positions and 29 closed out — a net gain of 3 holders — while 101 added to existing stakes and 96 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $97.5M. The largest seller was Beaumont Financial Advisors, cutting an estimated $34.1M.

  • 299 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2022, down from 302 in Q4 2021.
  • Funds reported $2.04B of Vanguard Mega Cap 300 Index ETF stock for Q1 2022, down 5.3% quarter-over-quarter.
  • 32 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2022 and 29 closed out, a net change of +3 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2022 was Exchange Traded Concepts, an estimated $97.5M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2022 was Beaumont Financial Advisors, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2022.