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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
MA
326
MAS Advisors
Florida
$244K – – –
MWM
327
Modera Wealth Management
New Jersey
$244K – – –
ZF
328
Zega Financial
Florida
$241K -$14.1K -75 -6%
GSIAS
329
Garden State Investment Advisory Services
New Jersey
$239K – – –
Northern Trust
330
Northern Trust
Illinois
$236K +$225K +1,194 New
HCM
331
Hollencrest Capital Management
California
$227K +$216K +1,146 +19,100%
GJIA
332
Glass Jacobson Investment Advisors
Maryland
$225K +$65.3K +347 +44%
GSEP
333
Golden State Equity Partners
California
$225K +$215K +1,142 New
WWM
334
Western Wealth Management
Colorado
$220K – – –
MA
335
Mutual Advisors
Nebraska
$220K +$3.01K +16 +1%
DIA
336
Davidson Investment Advisors
Montana
$215K – – –
DTC
337
Davidson Trust Company
Washington
$215K – – –
IFWM
338
Institute for Wealth Management
Colorado
$213K -$149K -794 -42%
SIA
339
Soltis Investment Advisors
Utah
$213K +$203K +1,079 New
EWA
340
EP Wealth Advisors
California
$211K -$164K -874 -45%
RJT
341
Raymond James Trust
Florida
$211K +$201K +1,069 New
BlackRock
342
BlackRock
New York
$208K +$198K +1,055 New
HSWM
343
Hubbell Strickland Wealth Management
Louisiana
$207K +$198K +1,051 New
SAM
344
Summit Asset Management
Tennessee
$207K +$197K +1,050 New
Empower Advisory Group
345
Empower Advisory Group
Colorado
$204K +$194K +1,032 New
PGFC
346
Peapack-Gladstone Financial Corp
New Jersey
$202K +$193K +1,024 New
GT
347
Glenmede Trust
Pennsylvania
$193K +$118K +629 +180%
GWM
348
Geneos Wealth Management
Colorado
$189K – – –
GRP
349
Global Retirement Partners
California
$180K +$19K +101 +12%
SAM
350
Smartleaf Asset Management
Massachusetts
$173K +$164K +873 New
12 13
14
15 16

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.