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Vanguard Mega Cap 300 Index ETF
MGC

409 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 118

8% more funds holding

Funds holding: 378 → 409 (+31)

7% more capital invested

Capital invested by funds: $2.47B → $2.65B (+$179M)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

1.91% less ownership

Funds ownership: 52.27% → 50.36% (-1.9%)

Holders
409
Holders Change
+31
Holders Change %
+8.2%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
54
Increased
135
Reduced
118
Closed
17
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$50M
2
OCM
One Capital Management
California
+$16.5M
3
NYLIM
New York Life Investment Management
New York
+$13.3M
4
AC
Apella Capital
Connecticut
+$12.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$140M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.2M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$9.58M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.56M
5
SFS
Security Financial Services
Indiana
-$6.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
376
Householder Group Estate & Retirement Specialist
Arizona
$41.1K – – –
APW
377
Acima Private Wealth
Virginia
$39.2K -$4.99K -28 -12%
AWM
378
AllSquare Wealth Management
New York
$39.2K – – –
HWA
379
HHM Wealth Advisors
Tennessee
$39.2K – – –
VNIM
380
Vaughan Nelson Investment Management
Texas
$38K -$66.9K -375 -65%
TCOV
381
Trust Company of Vermont
Vermont
$37.7K – – –
FFWM
382
Future Financial Wealth Management
Ohio
$37.4K +$35.7K +200 New
CFFP
383
Center for Financial Planning
Michigan
$36.4K – – –
S
384
SignatureFD
Georgia
$35.9K – – –
BTI
385
Blue Trust Inc
Georgia
$33.6K +$32.1K +180 New
MIA
386
Milestone Investment Advisors
Wisconsin
$32.9K – – –
MSG
387
Main Street Group
Virginia
$32.3K +$14.4K +81 +88%
GPFA
388
Game Plan Financial Advisors
Ohio
$24.3K – – –
FIM
389
Fernwood Investment Management
Massachusetts
$23.3K +$22.3K +125 New
AWM
390
Avior Wealth Management
Nebraska
$22.4K – – –
SCA
391
Stuart Chaussee & Associates
California
$21.5K – – –
MFT
392
Moisand Fitzgerald Tamayo
Florida
$18.7K – – –
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$16.8K +$16.1K +90 New
CLOS
394
Compagnie Lombard Odier SCmA
Switzerland
$13.1K – – –
DJSG
395
D.J. St. Germain
Massachusetts
$13.1K – – –
CMP
396
Coston McIsaac & Partners
Maine
$12K – – –
WWP
397
WR Wealth Planners
Missouri
$11.2K +$10.7K +60 New
JFGIW
398
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.34K – – –
SIS
399
Sound Income Strategies
Florida
$9.34K – – –
CPBTD
400
Central Pacific Bank - Trust Division
Hawaii
$9.34K +$8.92K +50 New
14 15
16
17 18

MGC Hedge Fund Activity: Q1 2024 in Review

409 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2024, worth a combined $2.65B — up 7.2% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new MGC positions and 17 closed out — a net gain of 37 holders — while 135 added to existing stakes and 118 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $50M. The largest seller was Morgan Stanley, cutting an estimated $140M.

  • 409 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2024, up from 378 in Q4 2023.
  • Funds reported $2.65B of Vanguard Mega Cap 300 Index ETF stock for Q1 2024, up 7.2% quarter-over-quarter.
  • 54 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2024 and 17 closed out, a net change of +37 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $50M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2024.