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Vanguard Mega Cap 300 Index ETF
MGC

409 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 118

8% more funds holding

Funds holding: 378 → 409 (+31)

7% more capital invested

Capital invested by funds: $2.47B → $2.65B (+$179M)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

1.91% less ownership

Funds ownership: 52.27% → 50.36% (-1.9%)

Holders
409
Holders Change
+31
Holders Change %
+8.2%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
54
Increased
135
Reduced
118
Closed
17
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$50M
2
OCM
One Capital Management
California
+$16.5M
3
NYLIM
New York Life Investment Management
New York
+$13.3M
4
AC
Apella Capital
Connecticut
+$12.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$140M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.2M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$9.58M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.56M
5
SFS
Security Financial Services
Indiana
-$6.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCAL
276
City Center Advisors LLC
Michigan
$358K +$342K +1,915 New
FEM
277
Fulcrum Equity Management
Texas
$357K +$341K +1,910 New
IFWM
278
Institute for Wealth Management
Colorado
$350K -$30K -168 -8%
VBWMG
279
Von Berge Wealth Management Group
California
$348K +$178 +1 +0.1%
TTWM
280
TCV Trust & Wealth Management
Virginia
$348K -$57.6K -323 -15%
CAL
281
Capital Advisors Ltd
Ohio
$344K +$65.5K +367 +25%
CMBA
282
C.M. Bidwell & Associates
Hawaii
$343K – – –
ACI
283
Alpha Cubed Investments
California
$339K -$64.7K -363 -17%
CIA
284
Compass Ion Advisors
Pennsylvania
$329K -$9.1K -51 -3%
William Blair & Company
285
William Blair & Company
Illinois
$325K – – –
EL
286
EWA LLC
Pennsylvania
$319K +$892 +5 +0.3%
AWM
287
Accurate Wealth Management
Florida
$318K -$2.85K -16 -0.9%
DAS
288
Diversify Advisory Services
Utah
$316K +$302K +1,694 New
EFS
289
Essex Financial Services
Connecticut
$315K +$4.64K +26 +2%
HPC
290
Hobart Private Capital
North Carolina
$314K -$4.49M -25,146 -94%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$307K -$18.4K -103 -6%
MGWA
292
Monument Group Wealth Advisors
Massachusetts
$306K +$1.07K +6 +0.4%
MAM
293
MWA Asset Management
Massachusetts
$305K +$44.6K +250 +18%
VF
294
VitalStone Financial
Texas
$293K +$69.4K +389 +33%
MSAM
295
Moloney Securities Asset Management
Missouri
$291K – – –
CA
296
CGN Advisors
Kansas
$287K -$10.7K -60 -4%
HWM
297
HRC Wealth Management
Idaho
$286K +$48.2K +270 +21%
OIA
298
OneDigital Investment Advisors
Kansas
$285K +$272K +1,524 New
WSTAM
299
Wilbanks Smith & Thomas Asset Management
Virginia
$277K – – –
PFG
300
Prosperity Financial Group
California
$276K +$1.78K +10 +0.7%
10 11
12
13 14

MGC Hedge Fund Activity: Q1 2024 in Review

409 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2024, worth a combined $2.65B — up 7.2% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new MGC positions and 17 closed out — a net gain of 37 holders — while 135 added to existing stakes and 118 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $50M. The largest seller was Morgan Stanley, cutting an estimated $140M.

  • 409 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2024, up from 378 in Q4 2023.
  • Funds reported $2.65B of Vanguard Mega Cap 300 Index ETF stock for Q1 2024, up 7.2% quarter-over-quarter.
  • 54 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2024 and 17 closed out, a net change of +37 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $50M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2024.