We are live on ! Find out more
MGC icon

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
TW
201
TrinityPoint Wealth
Connecticut
$242K -$44.4K -300 -16%
NEIRG
202
New England Investment & Retirement Group
Massachusetts
$242K -$18.6K -126 -7%
CAN
203
Cetera Advisor Networks
California
$242K +$235K +1,590 New
GGS
204
Galvin Gaustad & Stein
Arizona
$240K
CIA
205
Compass Ion Advisors
Pennsylvania
$235K +$592 +4 +0.3%
IFG
206
Independent Financial Group
California
$229K -$7.69K -52 -3%
WSTAM
207
Wilbanks Smith & Thomas Asset Management
Virginia
$226K
MS
208
Madden Securities
Texas
$223K
AIC
209
Ameritas Investment Company
Nebraska
$216K +$119K +805 +132%
NNP
210
Nachman Norwood & Parrott
South Carolina
$213K +$207K +1,397 New
DI
211
Disciplined Investments
Oklahoma
$212K -$15.4K -104 -7%
RS
212
Retirement Solution
Washington
$209K +$203K +1,374 New
HSWM
213
Hubbell Strickland Wealth Management
Louisiana
$208K +$202K +1,363 New
CS
214
Comerica Securities
Michigan
$203K +$197K +1,331 New
PGAM
215
Princeton Global Asset Management
New Jersey
$198K
PCFFS
216
Pacific Center for Financial Services
California
$170K +$444 +3 +0.3%
AF
217
Advisornet Financial
Minnesota
$168K +$1.18K +8 +0.7%
CC
218
Cassaday & Co
Virginia
$155K -$6.51K -44 -4%
PB
219
Pinnacle Bancorp
Nebraska
$148K +$7.99K +54 +6%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$145K
VNIM
221
Vaughan Nelson Investment Management
Texas
$138K +$134K +905 New
QCG
222
Quadrant Capital Group
Ohio
$137K -$10.1K -68 -7%
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K +$118K +800 +860%
CFD
224
Creative Financial Designs
Indiana
$132K +$118K +797 +1,139%
RBC
225
Roble Belko & Company
Pennsylvania
$128K

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.