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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
PMFA
326
Plante Moran Financial Advisors
Michigan
$319K +$318K +1,498 New
RCAG
327
Rehmann Capital Advisory Group
Michigan
$316K
AC
328
Avant Capital
Louisiana
$315K +$315K +1,483 New
PFG
329
Prosperity Financial Group
California
$315K
CWA
330
Crux Wealth Advisors
California
$312K +$312K +1,466 New
GRP
331
Global Retirement Partners
California
$310K +$3.83K +18 +1%
GAA
332
Global Assets Advisory
Florida
$308K
ZI
333
ZEGA Investments
Florida
$301K +$290K +1,365 New
TTWM
334
TCV Trust & Wealth Management
Virginia
$301K
MSAM
335
Moloney Securities Asset Management
Missouri
$299K -$31.9K -150 -10%
BPA
336
Beacon Pointe Advisors
California
$299K -$4.9M -23,029 -94%
FAIM
337
Financial Advocates Investment Management
Washington
$293K -$9.35K -44 -3%
CFD
338
Creative Financial Designs
Indiana
$291K +$2.98K +14 +1%
PIA
339
Panoramic Investment Advisors
Colorado
$287K
LSIA
340
LaSalle St. Investment Advisors
Illinois
$287K -$58.5K -275 -17%
Kovitz Investment Group Partners
341
Kovitz Investment Group Partners
Illinois
$287K +$213 +1 +0.1%
AF
342
Allworth Financial
California
$283K +$211K +992 +335%
ACI
343
Alpha Cubed Investments
California
$282K -$25.5K -120 -8%
BAM
344
Belpointe Asset Management
Nevada
$279K +$2.76K +13 +1%
HPC
345
Hobart Private Capital
North Carolina
$279K -$49.5K -233 -15%
MSA
346
Marino Stram & Associates
Massachusetts
$277K
SWA
347
SFMG Wealth Advisors
Texas
$276K
MW
348
Maia Wealth
Colorado
$276K +$638 +3 +0.2%
AF
349
Advisornet Financial
Minnesota
$275K -$23.2K -109 -8%
FPW
350
Flagship Private Wealth
Massachusetts
$275K +$638 +3 +0.2%

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.