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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
KFGK
326
Keystone Financial Group (Kentucky)
Kentucky
$231K +$220K +1,236 New
M&T Bank
327
M&T Bank
New York
$229K – – –
GSIAS
328
Garden State Investment Advisory Services
New Jersey
$227K – – –
CA
329
Claro Advisors
Massachusetts
$226K +$216K +1,209 New
SXL
330
Summit X LLC
Missouri
$223K -$4.2M -23,523 -95%
SFP
331
Strategic Financial Partners
Oregon
$216K +$206K +1,157 New
RFC
332
Regions Financial Corp
Alabama
$216K -$126K -708 -38%
Koshinski Asset Management
333
Koshinski Asset Management
Illinois
$215K +$205K +1,152 New
CFD
334
Creative Financial Designs
Indiana
$215K +$5.53K +31 +3%
WWM
335
Western Wealth Management
Colorado
$209K +$199K +1,117 New
MA
336
Mutual Advisors
Nebraska
$206K +$197K +1,105 New
Corient Private Wealth
337
Corient Private Wealth
Florida
$206K +$197K +1,102 New
DIA
338
Davidson Investment Advisors
Montana
$204K +$195K +1,091 New
DTC
339
Davidson Trust Company
Washington
$204K +$195K +1,091 New
PFS
340
Prospera Financial Services
Texas
$203K +$193K +1,084 New
CBFP
341
Cedar Brook Financial Partners
Ohio
$201K +$192K +1,076 New
GWM
342
Geneos Wealth Management
Colorado
$179K +$357 +2 +0.2%
PB
343
Pinnacle Bancorp
Nebraska
$172K – – –
OCM
344
Osterweis Capital Management
California
$167K – – –
SL
345
Salomon & Ludwin
Virginia
$161K – – –
GRP
346
Global Retirement Partners
California
$152K +$31.2K +175 +27%
Bank of Montreal
347
Bank of Montreal
Ontario, Canada
$151K – – –
BCMLT
348
Beacon Capital Management LLC (Tennessee)
Tennessee
$150K +$535 +3 +0.4%
PGAM
349
Princeton Global Asset Management
New Jersey
$149K – – –
GJIA
350
Glass Jacobson Investment Advisors
Maryland
$149K +$128K +720 +947%
12 13
14
15 16

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.