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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
PPWM
401
PFG Private Wealth Management
Florida
$32.6K
Bank of Montreal
402
Bank of Montreal
Ontario, Canada
$32.5K
GPFA
403
Game Plan Financial Advisors
Ohio
$26.9K
AWM
404
Avior Wealth Management
Nebraska
$24.8K
SCA
405
Stuart Chaussee & Associates
California
$23.8K
MFT
406
Moisand Fitzgerald Tamayo
Florida
$20.7K
CAM
407
Creekmur Asset Management
Illinois
$19.6K +$19K +95 New
MSG
408
Main Street Group
Virginia
$19.2K -$16K -80 -46%
GWSG
409
GPS Wealth Strategies Group
Colorado
$15.8K +$12.2K +61 +407%
JIP
410
Jaffetilchin Investment Partners
Florida
$15.1K +$14.6K +73 New
CPBTD
411
Central Pacific Bank - Trust Division
Hawaii
$10.3K
JFGIW
412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3K
SIS
413
Sound Income Strategies
Florida
$10.3K
Kayne Anderson Rudnick Investment Management
414
Kayne Anderson Rudnick Investment Management
California
$8.26K
BA
415
Bristlecone Advisors
Washington
$7.65K +$7.38K +37 New
CA
416
Continuum Advisory
Idaho
$6.85K
RDIA
417
RE Dickinson Investment Advisors
Iowa
$6.2K +$5.99K +30 New
AAP
418
Arax Advisory Partners
Colorado
$5.79K
GWP
419
Gen-Wealth Partners
Michigan
$5.23K +$4.99K +25 New
BL
420
BFSG LLC
California
$4.13K
Citigroup
421
Citigroup
New York
$1.45K +$599 +3 +75%
MFA
422
McClarren Financial Advisors
Pennsylvania
$1.42K +$1.44M +7,212 +305%
AWM
423
Abound Wealth Management
Tennessee
$622 +$599 +3 New
PWMG
424
Private Wealth Management Group
New Jersey
$620
IAIM
425
International Assets Investment Management
Florida
$363 +$14.9M +74,638 +20,675%

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.