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Vanguard Mega Cap 300 Index ETF
MGC

421 hedge funds and large institutions have $2.9B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 136 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 26

19% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 114

9% more capital invested

Capital invested by funds: $2.65B → $2.9B (+$244M)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

3% more funds holding

Funds holding: 409 → 421 (+12)

0.02% less ownership

Funds ownership: 50.36% → 50.34% (-0.02%)

Holders
421
Holders Change
+12
Holders Change %
+2.93%
% of All Funds
6.08%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
46
Increased
136
Reduced
114
Closed
26
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$1.58M

Top Buyers

1
LWM
Liberty Wealth Management
California
+$29.3M
2
KAS
Kestra Advisory Services
Texas
+$24.2M
3
Bank of America
Bank of America
North Carolina
+$17.1M
4
AC
Apella Capital
Connecticut
+$12M
5
WA
Win Advisors
Florida
+$11.5M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$52.4M
2
GM
GeoWealth Management
Illinois
-$15.8M
3
EE
EWG Elevate
California
-$8.12M
4
Morgan Stanley
Morgan Stanley
New York
-$5.47M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
251
BCU Wealth Advisors
Illinois
$468K – – –
LSIA
252
LaSalle St. Investment Advisors
Illinois
$462K +$224K +1,190 +73%
USB
253
Union Savings Bank
Connecticut
$459K – – –
VPIM
254
Vanguard Personalized Indexing Management
California
$458K +$437K +2,323 New
MMPW
255
Mitchell McLeod Pugh & Williams
Alabama
$457K -$3.01K -16 -0.7%
AF
256
Apollon Financial
South Carolina
$457K – – –
RWA
257
River Wealth Advisors
Pennsylvania
$456K – – –
FPF
258
First Pacific Financial
Washington
$455K – – –
JIC
259
Joel Isaacson & Co
New York
$454K – – –
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$452K – – –
FA
261
Flagstar Advisors
New York
$450K +$2.44K +13 +0.6%
FRA
262
Front Row Advisors
California
$447K – – –
IFG
263
Independent Financial Group
California
$444K -$7.71K -41 -2%
GCP
264
GSA Capital Partners
United Kingdom
$437K +$180K +955 +76%
SIM
265
Stratos Investment Management
Ohio
$427K – – –
William Blair & Company
266
William Blair & Company
Illinois
$425K +$78.1K +415 +24%
Comerica Bank
267
Comerica Bank
Texas
$422K -$18.8K -100 -4%
HTC
268
Haverford Trust Company
Pennsylvania
$419K -$27.3K -145 -6%
EFS
269
Essex Financial Services
Connecticut
$415K +$92K +489 +29%
FFN
270
Focus Financial Network
Minnesota
$415K +$1.13K +6 +0.3%
CA
271
Claro Advisors
Massachusetts
$403K +$156K +832 +69%
VF
272
VitalStone Financial
Texas
$402K +$88.8K +472 +30%
BBHC
273
Brown Brothers Harriman & Co
New York
$399K – – –
Fisher Asset Management
274
Fisher Asset Management
Washington
$382K +$1.88K +10 +0.5%
CAL
275
Capital Advisors Ltd
Ohio
$379K +$15K +80 +4%
9 10
11
12 13

MGC Hedge Fund Activity: Q2 2024 in Review

421 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q2 2024, worth a combined $2.9B — up 9.2% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MGC positions and 26 closed out — a net gain of 20 holders — while 136 added to existing stakes and 114 trimmed.

The largest buyer was Liberty Wealth Management, opening a new position worth an estimated $29.3M. The largest seller was Global Assets Advisory, cutting an estimated $52.4M.

  • 421 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q2 2024, up from 409 in Q1 2024.
  • Funds reported $2.9B of Vanguard Mega Cap 300 Index ETF stock for Q2 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q2 2024 and 26 closed out, a net change of +20 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q2 2024 was Liberty Wealth Management, an estimated $29.3M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q2 2024 was Global Assets Advisory, an estimated $52.4M sold.

Based on aggregated 13F filings for Q2 2024.