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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
RCAG
276
Rehmann Capital Advisory Group
Michigan
$379K – – –
SEIA
277
Signature Estate & Investment Advisors
California
$375K +$357K +1,900 New
AWM
278
AE Wealth Management
Kansas
$374K -$165K -876 -32%
VBWMG
279
Von Berge Wealth Management Group
California
$370K +$940 +5 +0.3%
DAS
280
Diversify Advisory Services
Utah
$369K +$24.1K +128 +8%
TTWM
281
TCV Trust & Wealth Management
Virginia
$367K – – –
AWM
282
Accurate Wealth Management
Florida
$366K +$1.13K +6 +0.3%
CMBA
283
C.M. Bidwell & Associates
Hawaii
$362K -$376 -2 -0.1%
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$361K -$213K -1,130 -38%
Corient Private Wealth
285
Corient Private Wealth
Florida
$359K +$134K +715 +65%
CCAL
286
City Center Advisors LLC
Michigan
$358K – – –
PCS
287
Personal CFO Solutions
New Jersey
$355K +$61.3K +326 +22%
Marshall Wace
288
Marshall Wace
United Kingdom
$350K +$334K +1,775 New
ACI
289
Alpha Cubed Investments
California
$346K -$11.3K -60 -3%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$346K +$20.7K +110 +7%
EL
291
EWA LLC
Pennsylvania
$344K +$940 +5 +0.3%
BCM
292
Brookstone Capital Management
Illinois
$340K +$64.3K +342 +25%
RWM
293
Revisor Wealth Management
Ohio
$337K +$321K +1,708 New
CA
294
Clearstead Advisors
Ohio
$332K +$317K +1,683 New
CIA
295
Compass Ion Advisors
Pennsylvania
$329K – – –
MGWA
296
Monument Group Wealth Advisors
Massachusetts
$323K – – –
MAM
297
MWA Asset Management
Massachusetts
$317K -$4.7K -25 -2%
BF
298
Brooklyn FI
New York
$311K +$297K +1,577 New
HPC
299
Hobart Private Capital
North Carolina
$311K -$19.6K -104 -6%
MSAM
300
Moloney Securities Asset Management
Missouri
$307K – – –
10 11
12
13 14

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.