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Vanguard Mega Cap 300 Index ETF

425 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

27% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 126

7% more capital invested

Capital invested by funds: $2.9B → $3.09B (+$197M)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1% more funds holding

Funds holding: 421425 (+4)

0.02% more ownership

Funds ownership: 50.34%50.36% (+0.02%)

17% less call options, than puts

Call options by funds: $207K | Put options by funds: $248K

Holders
425
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.1%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.3%
New
34
Increased
160
Reduced
126
Closed
24
Calls
$207K
Puts
$248K
Net Calls
-$41K
Net Calls Change
-$278K
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
251
RWA Wealth Partners
Massachusetts
$497K +$200 +1 +0%
FRA
252
Front Row Advisors
California
$496K +$27.9K +140 +6%
BWA
253
BCU Wealth Advisors
Illinois
$493K +$2K +10 +0.4%
CFB
254
Cullen/Frost Bankers
Texas
$484K +$393K +1,969 +525%
USB
255
Union Savings Bank
Connecticut
$481K
VPIM
256
Vanguard Personalized Indexing Management
California
$480K
AF
257
Apollon Financial
South Carolina
$478K
MMPW
258
Mitchell McLeod Pugh & Williams
Alabama
$478K
JIC
259
Joel Isaacson & Co
New York
$478K +$2.59K +13 +0.6%
RWA
260
River Wealth Advisors
Pennsylvania
$478K
FPF
261
First Pacific Financial
Washington
$477K
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$474K
Corient Private Wealth
263
Corient Private Wealth
Florida
$473K +$94.6K +474 +26%
IFG
264
Independent Financial Group
California
$465K
William Blair & Company
265
William Blair & Company
Illinois
$465K +$18.6K +93 +4%
FIA
266
Foundations Investment Advisors
Arizona
$463K +$177K +888 +66%
FA
267
Flagstar Advisors
New York
$461K -$8.38K -42 -2%
SIAS
268
Summit Investment Advisory Services
Minnesota
$451K +$436K +2,184 New
SIM
269
Stratos Investment Management
Ohio
$448K
HTC
270
Haverford Trust Company
Pennsylvania
$439K
Comerica Bank
271
Comerica Bank
Texas
$428K -$12.8K -64 -3%
PB
272
Pinnacle Bancorp
Nebraska
$427K +$393K +1,968 +1,968%
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$427K -$321K -1,610 -44%
CAL
274
Capital Advisors Ltd
Ohio
$423K +$25.5K +128 +7%
BBHC
275
Brown Brothers Harriman & Co
New York
$418K

MGC Hedge Fund Activity: Q3 2024 in Review

425 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2024, worth a combined $3.09B — up 6.8% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MGC positions and 24 closed out — a net gain of 10 holders — while 160 added to existing stakes and 126 trimmed.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $19.7M. The largest seller was Truist Financial, cutting an estimated $20.1M.

  • 425 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2024, up from 421 in Q2 2024.
  • Funds reported $3.09B of Vanguard Mega Cap 300 Index ETF stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 34 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2024 and 24 closed out, a net change of +10 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2024 was Mesirow Financial Investment Management, an estimated $19.7M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2024 was Truist Financial, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2024.