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Vanguard Mega Cap 300 Index ETF
MGC

258 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 69

11% more capital invested

Capital invested by funds: $1.62B → $1.8B (+$179M)

5% more funds holding

Funds holding: 246 → 258 (+12)

1.05% more ownership

Funds ownership: 49.04% → 50.09% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 19 → 18 (-1)

Holders
258
Holders Change
+12
Holders Change %
+4.88%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
29
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$626K

Top Buyers

1
GEM
Global Endowment Management
North Carolina
+$53.2M
2
MWM
Merriman Wealth Management
Washington
+$17.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13M
4
AWM
AE Wealth Management
Kansas
+$9M
5
SG
StoneX Group
New York
+$8.8M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$8.64M
2
KP
Keel Point
Alabama
-$7.82M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.49M
4
Bank of America
Bank of America
North Carolina
-$5.41M
5
1WM
1900 Wealth Management
Texas
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
201
Disciplined Investments
Oklahoma
$210K -$24.5K -179 -11%
WSTAM
202
Wilbanks Smith & Thomas Asset Management
Virginia
$208K +$203K +1,483 New
BCM
203
Brookstone Capital Management
Illinois
$206K +$201K +1,470 New
MS
204
Madden Securities
Texas
$205K -$49.9K -364 -20%
PGAM
205
Princeton Global Asset Management
New Jersey
$182K – – –
PCFFS
206
Pacific Center for Financial Services
California
$156K +$548 +4 +0.4%
AF
207
Advisornet Financial
Minnesota
$154K -$69.9K -510 -32%
CC
208
Cassaday & Co
Virginia
$149K -$109K -798 -43%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$145K – – –
QCG
210
Quadrant Capital Group
Ohio
$136K -$2.47K -18 -2%
PB
211
Pinnacle Bancorp
Nebraska
$129K – – –
RBC
212
Roble Belko & Company
Pennsylvania
$118K – – –
IFAM
213
Institutional & Family Asset Management
Colorado
$116K +$114K +830 New
NOI
214
Newton One Investments
Delaware
$110K – – –
JPLA
215
Joseph P. Lucia & Associates
New York
$109K – – –
SFS
216
Sowell Financial Services
Arkansas
$109K +$16K +117 +19%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$102K +$20.8K +152 +26%
CAAS
218
Capital Asset Advisory Services
Michigan
$92K – – –
William Blair & Company
219
William Blair & Company
Illinois
$87K – – –
AIC
220
Ameritas Investment Company
Nebraska
$85.7K +$83.7K +611 New
BCA
221
Berman Capital Advisors
Georgia
$70K – – –
VNA
222
Valley National Advisers
Pennsylvania
$69K – – –
IAIM
223
International Assets Investment Management
Florida
$65K +$32.6K +238 +100%
AWA
224
Arkadios Wealth Advisors
Georgia
$59K +$28.2K +206 +94%
AIC
225
Archer Investment Corporation
Indiana
$57.9K – – –
7 8
9
10 11

MGC Hedge Fund Activity: Q1 2021 in Review

258 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2021, worth a combined $1.8B — up 11% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MGC positions and 16 closed out — a net gain of 13 holders — while 96 added to existing stakes and 69 trimmed.

The largest buyer was Global Endowment Management, adding an estimated $53.2M. The largest seller was Beaumont Financial Advisors, cutting an estimated $8.64M.

  • 258 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2021, up from 246 in Q4 2020.
  • Funds reported $1.8B of Vanguard Mega Cap 300 Index ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 29 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2021 and 16 closed out, a net change of +13 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2021 was Global Endowment Management, an estimated $53.2M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2021 was Beaumont Financial Advisors, an estimated $8.64M sold.

Based on aggregated 13F filings for Q1 2021.