We are live on ! Find out more
MGC icon

Vanguard Mega Cap 300 Index ETF

425 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

27% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 126

7% more capital invested

Capital invested by funds: $2.9B → $3.09B (+$197M)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1% more funds holding

Funds holding: 421425 (+4)

0.02% more ownership

Funds ownership: 50.34%50.36% (+0.02%)

17% less call options, than puts

Call options by funds: $207K | Put options by funds: $248K

Holders
425
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.1%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.3%
New
34
Increased
160
Reduced
126
Closed
24
Calls
$207K
Puts
$248K
Net Calls
-$41K
Net Calls Change
-$278K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
351
CIC Wealth
Maryland
$207K +$200K +1,000 New
GGS
352
Galvin Gaustad & Stein
Arizona
$207K +$200K +1,000 New
PWM
353
Prosperity Wealth Management
California
$206K +$199K +999 New
NL
354
NWAM LLC
Washington
$205K +$198K +993 New
TW
355
TrinityPoint Wealth
Connecticut
$204K +$197K +988 New
JIC
356
Johnson Investment Counsel
Ohio
$203K +$196K +981 New
RPGK
357
Retirement Planning Group (Kansas)
Kansas
$202K +$195K +979 New
GT
358
Glenmede Trust
Pennsylvania
$202K
WC
359
Waterloo Capital
Texas
$202K +$195K +975 New
GWM
360
Geneos Wealth Management
Colorado
$199K +$1.2K +6 +0.6%
SAM
361
Smartleaf Asset Management
Massachusetts
$180K
SL
362
Salomon & Ludwin
Virginia
$178K
OC
363
Oakworth Capital
Alabama
$169K
PGAM
364
Princeton Global Asset Management
New Jersey
$165K
BCMLT
365
Beacon Capital Management LLC (Tennessee)
Tennessee
$162K -$3.59K -18 -2%
OA
366
Operose Advisors
Wisconsin
$153K
RBC
367
Roble Belko & Company
Pennsylvania
$153K
AAG
368
Armstrong Advisory Group
Massachusetts
$149K
PS
369
Principal Securities
Iowa
$135K +$27.5K +138 +27%
CIA
370
Cape Investment Advisory
Georgia
$135K +$11K +55 +9%
WFA
371
Wells Financial Advisors
Massachusetts
$113K
NCM
372
Northwest Capital Management
Oregon
$106K
FC
373
Fairscale Capital
New Hampshire
$102K +$9.78K +49 +11%
LFG
374
Larson Financial Group
Missouri
$97.9K +$10.6K +53 +13%
TRCT
375
Tower Research Capital (TRC)
New York
$93.6K +$52.9K +265 +141%

MGC Hedge Fund Activity: Q3 2024 in Review

425 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2024, worth a combined $3.09B — up 6.8% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MGC positions and 24 closed out — a net gain of 10 holders — while 160 added to existing stakes and 126 trimmed.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $19.7M. The largest seller was Truist Financial, cutting an estimated $20.1M.

  • 425 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2024, up from 421 in Q2 2024.
  • Funds reported $3.09B of Vanguard Mega Cap 300 Index ETF stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 34 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2024 and 24 closed out, a net change of +10 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2024 was Mesirow Financial Investment Management, an estimated $19.7M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2024 was Truist Financial, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2024.