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Vanguard Mega Cap 300 Index ETF

460 hedge funds and large institutions have $3.22B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 24

8% more funds holding

Funds holding: 425460 (+35)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

6% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 141

4% more capital invested

Capital invested by funds: $3.09B → $3.22B (+$127M)

0.58% less ownership

Funds ownership: 50.36%49.78% (-0.58%)

Holders
460
Holders Change
+35
Holders Change %
+8.24%
% of All Funds
6.06%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.29%
New
69
Increased
150
Reduced
141
Closed
24
Calls
$234K
Puts
Net Calls
+$234K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
251
Bay Capital Advisors
Virginia
$558K +$558K +2,625 New
CF
252
Centaurus Financial
California
$556K +$3.83K +18 +0.7%
SMC
253
Smith, Moore & Co
Missouri
$552K
CJ
254
Caitlin John
Michigan
$549K
PFA
255
Pathway Financial Advisors
Vermont
$543K
B
256
Bailard
California
$542K
PSF
257
Pacific Sun Financial
California
$540K -$10.6K -50 -2%
LRWM
258
Lord & Richards Wealth Management
Colorado
$535K +$535K +2,517 New
BF
259
Brooklyn FI
New York
$533K -$3.83K -18 -0.7%
RWP
260
RWA Wealth Partners
Massachusetts
$533K +$21.9K +103 +4%
CP
261
Capital Planning
Washington
$533K
HWM
262
HRC Wealth Management
Idaho
$532K +$205K +963 +63%
NRC
263
New Republic Capital
North Carolina
$531K
MWA
264
Meridian Wealth Advisors
Texas
$529K
FCA
265
FLC Capital Advisors
California
$527K
C1AG
266
Client 1st Advisory Group
Florida
$526K -$68K -320 -11%
AAS
267
Ameritas Advisory Services
Nebraska
$517K -$51K -240 -9%
HAS
268
HBW Advisory Services
California
$514K -$1.21M -5,679 -70%
WCAMG
269
Woodard & Company Asset Management Group
North Carolina
$511K -$7.87K -37 -2%
BWA
270
BCU Wealth Advisors
Illinois
$508K +$850 +4 +0.2%
Jane Street
271
Jane Street
New York
$505K +$505K +2,375 New
AF
272
Apollon Financial
South Carolina
$500K +$7.44K +35 +2%
CFB
273
Cullen/Frost Bankers
Texas
$498K
William Blair & Company
274
William Blair & Company
Illinois
$495K +$17.4K +82 +4%
USB
275
Union Savings Bank
Connecticut
$495K

MGC Hedge Fund Activity: Q4 2024 in Review

460 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q4 2024, worth a combined $3.22B — up 4.1% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MGC positions and 24 closed out — a net gain of 45 holders — while 150 added to existing stakes and 141 trimmed.

The largest buyer was Wells Fargo, adding an estimated $19.9M. The largest seller was JP Morgan Chase, cutting an estimated $23.7M.

  • 460 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q4 2024, up from 425 in Q3 2024.
  • Funds reported $3.22B of Vanguard Mega Cap 300 Index ETF stock for Q4 2024, up 4.1% quarter-over-quarter.
  • 69 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q4 2024 and 24 closed out, a net change of +45 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q4 2024 was Wells Fargo, an estimated $19.9M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q4 2024 was JP Morgan Chase, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2024.