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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
SL
351
Salomon & Ludwin
Virginia
$170K – – –
OC
352
Oakworth Capital
Alabama
$161K -$80.9K -430 -34%
BCMLT
353
Beacon Capital Management LLC (Tennessee)
Tennessee
$158K – – –
PGAM
354
Princeton Global Asset Management
New Jersey
$158K – – –
LWM
355
Liberty Wealth Management
California
$156K +$29.3M +155,817 New
OA
356
Operose Advisors
Wisconsin
$146K – – –
RBC
357
Roble Belko & Company
Pennsylvania
$146K – – –
AAG
358
Armstrong Advisory Group
Massachusetts
$142K – – –
IFAM
359
Institutional & Family Asset Management
Colorado
$129K – – –
CIA
360
Cape Investment Advisory
Georgia
$118K +$14.9K +79 +15%
Qube Research & Technologies (QRT)
361
Qube Research & Technologies (QRT)
United Kingdom
$111K +$42.7K +227 +67%
BFEC
362
Benjamin F. Edwards & Company
Missouri
$109K -$4.14K -22 -4%
WFA
363
Wells Financial Advisors
Massachusetts
$108K – – –
PS
364
Principal Securities
Iowa
$102K – – –
NCM
365
Northwest Capital Management
Oregon
$101K – – –
FC
366
Fairscale Capital
New Hampshire
$91.2K +$83.9K +446 New
LFG
367
Larson Financial Group
Missouri
$83.1K +$12.2K +65 +18%
AIC
368
Archer Investment Corporation
Indiana
$81.5K – – –
DI
369
DAGCO Inc
Ohio
$76.9K – – –
CFB
370
Cullen/Frost Bankers
Texas
$74K – – –
NB
371
NBT Bank
New York
$73.8K – – –
IAIM
372
International Assets Investment Management
Florida
$71.3K +$67.9K +361 New
OFG
373
Oxford Financial Group
Indiana
$71K – – –
SS
374
Sunbelt Securities
Texas
$67.5K – – –
CSB
375
City State Bank
Iowa
$65.5K – – –
13 14
15
16 17

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.