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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
AWM
401
Avior Wealth Management
Nebraska
$23.7K – – –
ATPW
402
Ashton Thomas Private Wealth
Arizona
$23.3K +$22.2K +118 New
SCA
403
Stuart Chaussee & Associates
California
$22.7K – – –
LIA
404
Lynx Investment Advisory
District of Columbia
$21.4K +$20.5K +109 New
PB
405
Pinnacle Bancorp
Nebraska
$19.7K -$155K -823 -89%
MFT
406
Moisand Fitzgerald Tamayo
Florida
$19.7K – – –
DJSG
407
D.J. St. Germain
Massachusetts
$13.8K – – –
CMP
408
Coston McIsaac & Partners
Maine
$13K – – –
JFGIW
409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.9K – – –
CPBTD
410
Central Pacific Bank - Trust Division
Hawaii
$9.87K – – –
SIS
411
Sound Income Strategies
Florida
$9.87K – – –
WOC
412
West Oak Capital
California
$8.29K +$7.9K +42 New
PCM
413
Penserra Capital Management
California
$8K -$376 -2 -5%
WWP
414
WR Wealth Planners
Missouri
$7.89K -$3.76K -20 -33%
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$7.89K – – –
FVIM
416
Fort Vancouver Investment Management
Washington
$7.5K +$7.15K +38 New
CA
417
Continuum Advisory
Idaho
$6.31K – – –
Russell Investments Group
418
Russell Investments Group
United Kingdom
$5.92K -$564 -3 -9%
AAP
419
Arax Advisory Partners
Colorado
$5.53K – – –
BL
420
BFSG LLC
California
$3.95K +$3.76K +20 New
GWSG
421
GPS Wealth Strategies Group
Colorado
$2.96K +$2.82K +15 New
Citigroup
422
Citigroup
New York
$789 -$3.39K -18 -82%
PWMG
423
Private Wealth Management Group
New Jersey
$592 -$3.76K -20 -87%
EE
424
EWG Elevate
California
– -$8.12M -43,475 Closed
Jane Street
425
Jane Street
New York
– -$2.35M -12,600 Closed
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.