We are live on ! Find out more
MGC icon

Vanguard Mega Cap 300 Index ETF

182 hedge funds and large institutions have $911M invested in Vanguard Mega Cap 300 Index ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

539% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $222K

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

0% more funds holding

Funds holding: 182182 (0)

2.36% less ownership

Funds ownership: 48.7%46.33% (-2.4%)

19% less capital invested

Capital invested by funds: $1.12B → $911M (-$208M)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
4.01%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
29
Increased
60
Reduced
51
Closed
24
Calls
$1.42M
Puts
$222K
Net Calls
+$1.2M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$136M +$30.3M +283,888 +23%
GEM
2
Global Endowment Management
North Carolina
$118M +$34.6M +324,500 +33%
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$45.8M +$5.53M +51,815 +11%
Truist Financial
4
Truist Financial
North Carolina
$42.4M +$9.4M +88,177 +23%
Morgan Stanley
5
Morgan Stanley
New York
$39.3M +$2.2M +20,675 +5%
CB
6
Cadence Bank
Mississippi
$38.4M +$334K +3,136 +0.7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$35.1M +$722K +6,770 +2%
AA
8
Ancora Advisors
Ohio
$32M +$5.89M +55,212 +19%
CFGS
9
Concourse Financial Group Securities
Alabama
$28.2M +$1.58M +14,794 +5%
VFP
10
Verus Financial Partners
Virginia
$26.5M -$1.12M -10,494 -3%
UBS Group
11
UBS Group
Switzerland
$25.6M -$3.25M -30,506 -10%
Wells Fargo
12
Wells Fargo
California
$24.4M -$997K -9,347 -3%
LPL Financial
13
LPL Financial
California
$23.2M -$930K -8,725 -3%
LIM
14
Leavell Investment Management
Alabama
$22.7M +$827K +7,759 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.1M +$26.5M +248,519 New
WCAMG
16
Woodard & Company Asset Management Group
North Carolina
$14.7M -$1.33M -12,511 -7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$14M +$3.09M +28,934 +23%
HWA
18
Heartwood Wealth Advisors
Virginia
$11.6M -$908K -8,513 -6%
Ameriprise
19
Ameriprise
Minnesota
$10.2M +$208K +1,949 +2%
Creative Planning
20
Creative Planning
Kansas
$10M +$7.4M +69,423 +170%
BDF
21
Black Diamond Financial
Maryland
$9.4M +$7.88M +73,884 +250%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9.06M -$3.28M -30,743 -24%
CA
23
Capital Advantage
California
$8.82M +$63.9K +599 +0.7%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$7.33M +$4.07M +38,166 +90%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7M +$113K +1,061 +1%