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Vanguard Mega Cap 300 Index ETF
MGC

327 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

1% more funds holding

Funds holding: 323 → 327 (+4)

2% less capital invested

Capital invested by funds: $1.92B → $1.89B (-$30.4M)

1.56% less ownership

Funds ownership: 48.38% → 46.81% (-1.6%)

Holders
327
Holders Change
+4
Holders Change %
+1.24%
% of All Funds
5.19%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
115
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$20.9M
2
EFG
Ethos Financial Group
Pennsylvania
+$6.71M
3
BFG
Buttonwood Financial Group
Missouri
+$6.32M
4
Ameriprise
Ameriprise
Minnesota
+$5.71M
5
AC
Apella Capital
Connecticut
+$4.97M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$93.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.91M
3
Bank of America
Bank of America
North Carolina
-$5.52M
4
Goldman Sachs
Goldman Sachs
New York
-$3.92M
5
CA
Calton & Associates
Florida
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$249K – – –
LSIA
252
LaSalle St. Investment Advisors
Illinois
$247K +$256K +1,627 New
CA
253
CGN Advisors
Kansas
$242K +$251K +1,593 New
HNB
254
Huntington National Bank
Ohio
$240K – – –
PP
255
PDS Planning
Ohio
$239K +$15.3K +97 +7%
MSAM
256
Moloney Securities Asset Management
Missouri
$236K – – –
Fisher Asset Management
257
Fisher Asset Management
Washington
$232K -$68.8K -437 -22%
AF
258
Advisornet Financial
Minnesota
$231K -$315 -2 -0.1%
Northern Trust
259
Northern Trust
Illinois
$229K +$238K +1,509 New
PIA
260
Panoramic Investment Advisors
Colorado
$228K +$236K +1,500 New
NA
261
NewEdge Advisors
Louisiana
$227K -$18.9K -120 -7%
PFG
262
Prosperity Financial Group
California
$226K +$1.26K +8 +0.5%
WSTAM
263
Wilbanks Smith & Thomas Asset Management
Virginia
$225K – – –
AC
264
Avant Capital
Louisiana
$224K +$315 +2 +0.1%
CAL
265
Capital Advisors Ltd
Ohio
$224K +$42.4K +269 +22%
RS
266
Retirement Solution
Washington
$220K +$7.56K +48 +3%
MAM
267
MWA Asset Management
Massachusetts
$216K +$224K +1,422 New
BFG
268
Berger Financial Group
Minnesota
$213K +$315 +2 +0.1%
CW
269
Connectus Wealth
Ohio
$203K +$210K +1,335 New
MOS
270
MGO One Seven
Ohio
$202K +$210K +1,331 New
IWC
271
Integrated Wealth Concepts
Massachusetts
$201K – – –
OC
272
Oakworth Capital
Alabama
$189K – – –
WFA
273
Wells Financial Advisors
Massachusetts
$185K – – –
CFD
274
Creative Financial Designs
Indiana
$183K +$25.7K +163 +16%
VF
275
VitalStone Financial
Texas
$158K -$6.3K -40 -4%
9 10
11
12 13

MGC Hedge Fund Activity: Q3 2023 in Review

327 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2023, worth a combined $1.89B — down 1.6% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MGC positions and 24 closed out — a net gain of 7 holders — while 115 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $20.9M. The largest seller was EP Wealth Advisors, cutting an estimated $93.1M.

  • 327 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2023, up from 323 in Q2 2023.
  • Funds reported $1.89B of Vanguard Mega Cap 300 Index ETF stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 31 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2023 and 24 closed out, a net change of +7 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2023 was First Trust Advisors, an estimated $20.9M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $93.1M sold.

Based on aggregated 13F filings for Q3 2023.