We are live on ! Find out more
MGC icon

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
RCAG
126
Rehmann Capital Advisory Group
Michigan
$363K +$7.35K +71 +2%
MFW
127
Mosaic Family Wealth
Missouri
$347K – – –
BRWM
128
B. Riley Wealth Management
Tennessee
$341K +$3.93K +38 +1%
EWM
129
Empirical Wealth Management
Washington
$341K +$322K +3,116 New
ACI
130
Alpha Cubed Investments
California
$321K – – –
FAIM
131
Financial Advocates Investment Management
Washington
$312K +$295K +2,850 New
NAMP
132
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$293K – – –
BWM
133
Baystate Wealth Management
Massachusetts
$292K +$1.14K +11 +0.4%
SWA
134
Stratos Wealth Advisors
Ohio
$289K -$99.8K -965 -27%
BWA
135
Beam Wealth Advisors
Louisiana
$287K -$7.24K -70 -3%
IWM
136
IHT Wealth Management
Illinois
$281K +$1.03K +10 +0.4%
MWA
137
Meridian Wealth Advisors
Texas
$272K – – –
SBIA
138
Sheaff Brock Investment Advisors
Indiana
$270K +$10.9K +105 +4%
SMC
139
Smith, Moore & Co
Missouri
$269K – – –
APA
140
American Portfolios Advisors
New York
$267K +$111K +1,070 +78%
BSW
141
Buckingham Strategic Wealth
Missouri
$267K +$252K +2,435 New
MS
142
Madden Securities
Texas
$265K +$251K +2,425 New
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$256K +$141K +1,361 +140%
PSUF
144
People's United Financial
Connecticut
$255K – – –
SIM
145
Stratos Investment Management
Ohio
$253K – – –
CIA
146
Compass Ion Advisors
Pennsylvania
$251K +$238K +2,296 New
BAM
147
Belpointe Asset Management
Nevada
$249K +$67.3K +650 +40%
FCA
148
FLC Capital Advisors
California
$249K +$229K +2,209 New
SS
149
Simplicity Solutions
Minnesota
$226K +$214K +2,065 New
Vanguard Group
150
Vanguard Group
Pennsylvania
$225K +$213K +2,054 New
4 5
6
7 8

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.