We are live on ! Find out more
MGC icon

Vanguard Mega Cap 300 Index ETF

119 hedge funds and large institutions have $556M invested in Vanguard Mega Cap 300 Index ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

13% more funds holding

Funds holding: 105119 (+14)

9% more capital invested

Capital invested by funds: $512M → $556M (+$44.3M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.2% less ownership

Funds ownership: 40.76%40.56% (-0.2%)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $220K

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
23
Increased
27
Reduced
37
Closed
8
Calls
Puts
$220K
Net Calls
-$220K
Net Calls Change
+$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$77.6M +$3.47M +38,737 +5%
WCWM
2
Wooster Corthell Wealth Management
Connecticut
$43.5M -$155K -1,731 -0.4%
VFP
3
Verus Financial Partners
Virginia
$34.8M -$972K -10,865 -3%
UBS Group
4
UBS Group
Switzerland
$34.3M -$1.11M -12,443 -3%
CB
5
Cadence Bank
Mississippi
$33.7M +$32.9M +367,260 New
Wells Fargo
6
Wells Fargo
California
$30.8M -$599K -6,699 -2%
Morgan Stanley
7
Morgan Stanley
New York
$30.4M -$1.01M -11,322 -3%
AA
8
Ancora Advisors
Ohio
$27.2M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$19.3M +$656K +7,332 +4%
LPL Financial
10
LPL Financial
California
$18.4M +$886K +9,908 +5%
EK
11
Evensky & Katz
Florida
$17.7M -$440K -4,924 -2%
LIM
12
Leavell Investment Management
Alabama
$15.3M -$360K -4,022 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$14.4M +$6.82M +76,243 +94%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11.1M +$147K +1,642 +1%
NLI
15
Nippon Life Insurance
Japan
$10.6M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$8.96M -$46.6K -521 -0.5%
RJA
17
Raymond James & Associates
Florida
$6.88M -$152K -1,695 -2%
BPCE
18
Bank Pictet & Cie (Europe)
Germany
$6.72M
AII
19
AGF Investments Inc
Ontario, Canada
$6.66M -$1.02M -11,360 -14%
AIS
20
American Investment Services
Massachusetts
$6.45M +$34.1K +381 +0.5%
CA
21
Capital Advantage
California
$6.41M -$227K -2,538 -4%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$6.16M -$415K -4,635 -6%
SCM
23
SOL Capital Management
Maryland
$5.82M -$4.47K -50 -0.1%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$5.24M -$200K -2,238 -4%
Ameriprise
25
Ameriprise
Minnesota
$4.28M +$1.69M +18,889 +68%

MGC Hedge Fund Activity: Q4 2017 in Review

119 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q4 2017, worth a combined $556M — up 8.6% from $512M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MGC positions and 8 closed out — a net gain of 15 holders — while 27 added to existing stakes and 37 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.82M. The largest seller was UBS Group, cutting an estimated $1.11M.

  • 119 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q4 2017, up from 105 in Q3 2017.
  • Funds reported $556M of Vanguard Mega Cap 300 Index ETF stock for Q4 2017, up 8.6% quarter-over-quarter.
  • 23 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q4 2017 and 8 closed out, a net change of +15 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $6.82M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q4 2017 was UBS Group, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2017.