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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
AF
376
Allworth Financial
California
$58.7K – – –
EAM
377
Empirical Asset Management
Massachusetts
$57.8K +$6.38M +33,900 New
CTB
378
Country Trust Bank
Illinois
$55.2K – – –
MA
379
MCF Advisors
Kentucky
$55.1K – – –
CAS
380
Coppell Advisory Solutions
Texas
$52.5K +$50K +266 New
GEA
381
Glen Eagle Advisors
New Jersey
$49.6K -$43.4K -231 -48%
AssetMark Inc
382
AssetMark Inc
California
$43.2K -$321K -1,706 -89%
HGERS
383
Householder Group Estate & Retirement Specialist
Arizona
$43K – – –
APW
384
Acima Private Wealth
Virginia
$41.4K – – –
AWM
385
AllSquare Wealth Management
New York
$41.4K – – –
HWA
386
HHM Wealth Advisors
Tennessee
$41.4K – – –
OCM
387
Osterweis Capital Management
California
$40.6K – – –
VNIM
388
Vaughan Nelson Investment Management
Texas
$40K – – –
TCOV
389
Trust Company of Vermont
Vermont
$39.9K – – –
CFFP
390
Center for Financial Planning
Michigan
$38.5K – – –
S
391
SignatureFD
Georgia
$37.9K – – –
TRCT
392
Tower Research Capital (TRC)
New York
$37.1K -$1.3M -6,909 -97%
HFA
393
Hershey Financial Advisers
Pennsylvania
$35.5K +$33.9K +180 New
MIA
394
Milestone Investment Advisors
Wisconsin
$34.7K – – –
MSG
395
Main Street Group
Virginia
$34.3K – – –
BTI
396
Blue Trust Inc
Georgia
$33.6K – – –
Bank of Montreal
397
Bank of Montreal
Ontario, Canada
$31.3K -$122K -650 -80%
PPWM
398
PFG Private Wealth Management
Florida
$31.2K +$29.7K +158 New
GPFA
399
Game Plan Financial Advisors
Ohio
$25.6K – – –
IGWM
400
ICA Group Wealth Management
Colorado
$24.7K -$46.6K -248 -66%
14 15
16
17 18

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.