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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
JIC
276
Joel Isaacson & Co
New York
$493K +$1.27K +6 +0.3%
MMPW
277
Mitchell McLeod Pugh & Williams
Alabama
$492K
FPF
278
First Pacific Financial
Washington
$491K
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$488K
VPIM
280
Vanguard Personalized Indexing Management
California
$487K -$7.44K -35 -2%
RWA
281
River Wealth Advisors
Pennsylvania
$481K -$10.6K -50 -2%
CIA
282
Compass Ion Advisors
Pennsylvania
$476K +$103K +483 +27%
FA
283
Flagstar Advisors
New York
$472K -$2.55K -12 -0.5%
Betterment LLC
284
Betterment LLC
New York
$468K +$72.7K +342 +18%
SIAS
285
Summit Investment Advisory Services
Minnesota
$464K
IFG
286
Independent Financial Group
California
$463K -$16.2K -76 -3%
SIM
287
Stratos Investment Management
Ohio
$461K
HTC
288
Haverford Trust Company
Pennsylvania
$452K
SEIA
289
Signature Estate & Investment Advisors
California
$451K +$39.1K +184 +9%
FSWA
290
Financial Synergies Wealth Advisors
Texas
$450K -$86.7K -408 -16%
PB
291
Pinnacle Bancorp
Nebraska
$440K
CAL
292
Capital Advisors Ltd
Ohio
$436K
DI
293
Disciplined Investors
Texas
$434K +$437K +2,058 New
BBHC
294
Brown Brothers Harriman & Co
New York
$430K
FCI
295
Financial Counselors Inc
Kansas
$425K
RWM
296
Revisor Wealth Management
Ohio
$421K +$71.2K +335 +20%
Corient Private Wealth
297
Corient Private Wealth
Florida
$421K -$66.5K -313 -14%
GJIA
298
Glass Jacobson Investment Advisors
Maryland
$412K +$89.5K +421 +28%
FGA
299
Fortis Group Advisors
New Jersey
$409K -$439K -2,064 -52%
CMBA
300
C.M. Bidwell & Associates
Hawaii
$390K

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.