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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
CWM
151
Cranbrook Wealth Management
Michigan
$512K
DWMG
152
DB Wealth Management Group
California
$502K +$42.7K +289 +10%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$494K -$7.99K -54 -2%
MFW
154
Mosaic Family Wealth
Missouri
$483K
SF
155
Synovus Financial
Georgia
$483K +$469K +3,173 New
SFP
156
Strategic Financial Partners
Oregon
$475K +$887 +6 +0.2%
SI
157
Stephens Inc
Arkansas
$473K
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$468K
SIC
159
Salem Investment Counselors
North Carolina
$461K
GCP
160
GSA Capital Partners
United Kingdom
$459K +$445K +3,012 New
FAIM
161
Financial Advocates Investment Management
Washington
$448K -$3.55K -24 -0.8%
GP
162
Greenline Partners
New York
$439K +$426K +2,879 New
ACI
163
Alpha Cubed Investments
California
$413K -$3.7K -25 -0.9%
Fisher Asset Management
164
Fisher Asset Management
Washington
$409K +$108K +730 +37%
FCA
165
FLC Capital Advisors
California
$400K
MWA
166
Meridian Wealth Advisors
Texas
$379K
NAMP
167
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$377K
SMC
168
Smith, Moore & Co
Missouri
$375K
RWA
169
River Wealth Advisors
Pennsylvania
$374K -$118K -800 -25%
PSUF
170
People's United Financial
Connecticut
$354K
APA
171
American Portfolios Advisors
New York
$350K -$14.3K -97 -4%
FRA
172
Front Row Advisors
California
$346K +$29.6K +200 +10%
CMBA
173
C.M. Bidwell & Associates
Hawaii
$344K -$294K -1,986 -47%
M&T Bank
174
M&T Bank
New York
$344K
FSWA
175
Financial Synergies Wealth Advisors
Texas
$342K +$887 +6 +0.3%

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.