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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
LFG
401
Larson Financial Group
Missouri
$101K +$213 +1 +0.2%
GEA
402
Glen Eagle Advisors
New Jersey
$90.5K +$36.8K +173 +68%
AIC
403
Archer Investment Corporation
Indiana
$87.8K
CAS
404
Coppell Advisory Solutions
Texas
$84.6K -$522K -2,457 -86%
BF
405
BOK Financial
Oklahoma
$82K
NB
406
NBT Bank
New York
$79.5K
OFG
407
Oxford Financial Group
Indiana
$76.6K
SS
408
Sunbelt Securities
Texas
$73.4K +$213 +1 +0.3%
MA
409
MCF Advisors
Kentucky
$59.8K +$213 +1 +0.4%
CTB
410
Country Trust Bank
Illinois
$59.5K
EAM
411
Empirical Asset Management
Massachusetts
$55.5K -$638 -3 -0%
KBFS
412
Kohmann Bosshard Financial Services
Ohio
$54.9K +$54.8K +258 New
CSB
413
City State Bank
Iowa
$49.3K
CFP
414
Comprehensive Financial Planning
Pennsylvania
$45K +$44.9K +211 New
APW
415
Acima Private Wealth
Virginia
$44.7K
AWM
416
AllSquare Wealth Management
New York
$44.7K
RWM
417
Rialto Wealth Management
New York
$44.7K +$44.6K +210 New
VNIM
418
Vaughan Nelson Investment Management
Texas
$44K
TCOV
419
Trust Company of Vermont
Vermont
$43K
FFWM
420
Future Financial Wealth Management
Ohio
$42.5K
S
421
SignatureFD
Georgia
$42.4K
TFGT
422
TS Financial Group (TSFG)
Illinois
$42K +$42.3K +199 New
CFFP
423
Center for Financial Planning
Michigan
$41.5K
KFI
424
Key Financial Inc
Pennsylvania
$40.4K +$40.4K +190 New
MIA
425
Milestone Investment Advisors
Wisconsin
$37.4K

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.