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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
BBA
126
Braun-Bostich & Associates
Pennsylvania
$68K
William Blair & Company
127
William Blair & Company
Illinois
$63K
GSWM
128
Golden State Wealth Management
California
$54K
S
129
SignatureFD
Georgia
$51K
VNA
130
Valley National Advisers
Pennsylvania
$50K
BCA
131
Berman Capital Advisors
Georgia
$50K +$49.8K +500 New
PWMG
132
Prestige Wealth Management Group
New Jersey
$46K
AIC
133
Archer Investment Corporation
Indiana
$42K
EWM
134
Executive Wealth Management
Michigan
$42K +$39.8K +400 +3,333%
CAC
135
Certified Advisory Corp
Florida
$41K
GEA
136
Glen Eagle Advisors
New Jersey
$32.9K
AWM
137
AllSquare Wealth Management
New York
$32K
BFEC
138
Benjamin F. Edwards & Company
Missouri
$30K
OC
139
Oakworth Capital
Alabama
$29K
CCM
140
Cribstone Capital Management
Maine
$22K
BWA
141
BDO Wealth Advisors
Florida
$21K -$5.48K -55 -21%
CIAS
142
Capital Investment Advisory Services
North Carolina
$19K -$4.38K -44 -19%
PCG
143
Private Capital Group
Connecticut
$19K
SIAS
144
Shine Investment Advisory Services
Colorado
$15K
LWANC
145
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K +$9.26K +93 New
GFPC
146
Global Financial Private Capital
Florida
$7K +$7.27K +73 New
ME
147
McIlrath & Eck
Washington
$6K
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.06K
RWA
149
Redhawk Wealth Advisors
Minnesota
$4K +$4.28K +43 New
BlackRock
150
BlackRock
New York
$2K

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.