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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
PA
351
PFG Advisors
Arizona
$264K -$308K -1,451 -54%
AWM
352
Apollon Wealth Management
South Carolina
$259K +$259K +1,218 New
GSIAS
353
Garden State Investment Advisory Services
New Jersey
$258K
PS
354
Principal Securities
Iowa
$256K +$117K +549 +84%
IFWM
355
Institute for Wealth Management
Colorado
$254K +$8.93K +42 +4%
NWMG
356
National Wealth Management Group
Ohio
$253K +$253K +1,188 New
JIC
357
Johnson Investment Counsel
Ohio
$245K +$36.1K +170 +17%
EH
358
Equitable Holdings
New York
$244K -$52.3K -246 -18%
HSWM
359
Hubbell Strickland Wealth Management
Louisiana
$234K +$3.83K +18 +2%
TW
360
TrinityPoint Wealth
Connecticut
$233K +$23.2K +109 +11%
SXL
361
Summit X LLC
Missouri
$232K -$11.5K -54 -5%
HCM
362
Hollencrest Capital Management
California
$232K -$13K -61 -5%
DIA
363
Davidson Investment Advisors
Montana
$232K
DTC
364
Davidson Trust Company
Washington
$232K
SIA
365
Soltis Investment Advisors
Utah
$229K -$850 -4 -0.4%
PWM
366
Prosperity Wealth Management
California
$228K +$15.9K +75 +8%
SAM
367
Summit Asset Management
Tennessee
$223K
Empower Advisory Group
368
Empower Advisory Group
Colorado
$223K +$3.19K +15 +1%
MWM
369
Modern Wealth Management
Kansas
$220K -$91.2K -429 -29%
GWM
370
Geneos Wealth Management
Colorado
$219K +$13.6K +64 +7%
PGFC
371
Peapack-Gladstone Financial Corp
New Jersey
$218K
GSEP
372
Golden State Equity Partners
California
$217K +$217K +1,022 New
WF
373
Warner Financial
Maryland
$217K +$638 +3 +0.3%
EWA
374
EP Wealth Advisors
California
$215K -$5.1K -24 -2%
CW
375
Curio Wealth
Maryland
$214K +$214K +1,006 New

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.