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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
FFN
276
Focus Financial Network
Minnesota
$418K -$7.98K -40 -2%
FCI
277
Financial Counselors Inc
Kansas
$413K +$399K +2,000 New
PCS
278
Personal CFO Solutions
New Jersey
$410K +$36.3K +182 +10%
SEIA
279
Signature Estate & Investment Advisors
California
$400K +$7.38K +37 +2%
VBWMG
280
Von Berge Wealth Management Group
California
$398K +$1.2K +6 +0.3%
DAS
281
Diversify Advisory Services
Utah
$396K +$11.6K +58 +3%
Betterment LLC
282
Betterment LLC
New York
$384K +$79.6K +399 +27%
Fisher Asset Management
283
Fisher Asset Management
Washington
$384K -$15.4K -77 -4%
CMBA
284
C.M. Bidwell & Associates
Hawaii
$379K
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$378K
EL
286
EWA LLC
Pennsylvania
$369K +$1.2K +6 +0.3%
EFS
287
Essex Financial Services
Connecticut
$364K -$88.6K -444 -20%
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$364K +$1.6K +8 +0.5%
CIA
289
Compass Ion Advisors
Pennsylvania
$363K -$599 -3 -0.2%
AWM
290
Accurate Wealth Management
Florida
$361K -$13.8K -69 -4%
CA
291
Clearstead Advisors
Ohio
$348K
MGWA
292
Monument Group Wealth Advisors
Massachusetts
$341K +$1.8K +9 +0.5%
RWM
293
Revisor Wealth Management
Ohio
$340K -$12.8K -64 -4%
LSIA
294
LaSalle St. Investment Advisors
Illinois
$336K -$237K -1,190 -42%
AWM
295
AE Wealth Management
Kansas
$327K -$63.3K -317 -17%
MAM
296
MWA Asset Management
Massachusetts
$327K -$5.19K -26 -2%
BCM
297
Brookstone Capital Management
Illinois
$325K -$23.3K -117 -7%
MSAM
298
Moloney Securities Asset Management
Missouri
$322K
HPC
299
Hobart Private Capital
North Carolina
$320K -$5.79K -29 -2%
HNB
300
Huntington National Bank
Ohio
$319K

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.