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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
TW
151
TrinityPoint Wealth
Connecticut
$223K +$211K +2,036 New
GWM
152
Geneos Wealth Management
Colorado
$217K -$2.69K -26 -1%
JIC
153
Joel Isaacson & Co
New York
$211K +$200K +1,929 New
CF
154
Centaurus Financial
California
$206K +$64.1K +620 +49%
CBN
155
Cadence Bank NA
Texas
$202K +$191K +1,845 New
DI
156
Disciplined Investments
Oklahoma
$197K +$56.6K +547 +44%
CFA
157
Carroll Financial Associates
North Carolina
$185K – – –
OC
158
Oakworth Capital
Alabama
$180K +$24K +232 +16%
HNB
159
Huntington National Bank
Ohio
$150K – – –
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$145K – – –
PGAM
161
Princeton Global Asset Management
New Jersey
$142K +$135K +1,300 New
CAN
162
Cetera Advisor Networks
California
$138K +$131K +1,262 New
PCFFS
163
Pacific Center for Financial Services
California
$120K +$517 +5 +0.5%
RIM
164
Rockbridge Investment Management
New York
$112K +$106K +1,025 New
CG
165
Cutler Group
California
$109K +$62.1K +600 +150%
SPIA
166
Steward Partners Investment Advisory
New York
$108K -$913K -8,826 -90%
QCG
167
Quadrant Capital Group
Ohio
$108K – – –
FHA
168
Flagship Harbor Advisors
Massachusetts
$106K -$414 -4 -0.4%
PB
169
Pinnacle Bancorp
Nebraska
$101K -$8.9K -86 -9%
AF
170
Advisornet Financial
Minnesota
$89K -$53.4K -516 -39%
JPLA
171
Joseph P. Lucia & Associates
New York
$85K – – –
RBC
172
Roble Belko & Company
Pennsylvania
$85K – – –
CAAS
173
Capital Asset Advisory Services
Michigan
$77K – – –
BBA
174
Braun-Bostich & Associates
Pennsylvania
$74K – – –
SFS
175
Sowell Financial Services
Arkansas
$68K – – –
5 6
7
8 9

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.