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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
ES
426
Eagle Strategies
New York
– -$1.44M -7,711 Closed
BFAG
427
Blackston Financial Advisory Group
Florida
– -$1.3M -6,973 Closed
CA
428
CoreCap Advisors
Michigan
– -$1.22M -6,524 Closed
RF
429
RHS Financial
California
– -$914K -4,892 Closed
LNC
430
Lincoln National Corp
Pennsylvania
– -$882K -4,718 Closed
VF
431
Virtu Financial
New York
– -$773K -4,139 Closed
GFG
432
Goldstone Financial Group
Illinois
– -$540K -2,888 Closed
SIAS
433
Summit Investment Advisory Services
Minnesota
– -$408K -2,184 Closed
BFG
434
Berger Financial Group
Minnesota
– -$383K -2,052 Closed
IWM
435
Iams Wealth Management
Nebraska
– -$363K -2,001 Closed
FEM
436
Fulcrum Equity Management
Texas
– -$357K -1,910 Closed
KFGK
437
Keystone Financial Group (Kentucky)
Kentucky
– -$231K -1,236 Closed
M&T Bank
438
M&T Bank
New York
– -$229K -1,228 Closed
SFP
439
Strategic Financial Partners
Oregon
– -$216K -1,157 Closed
RFC
440
Regions Financial Corp
Alabama
– -$216K -1,156 Closed
Koshinski Asset Management
441
Koshinski Asset Management
Illinois
– -$215K -1,152 Closed
CBFP
442
Cedar Brook Financial Partners
Ohio
– -$201K -1,076 Closed
FGAM
443
Financial Gravity Asset Management
Texas
– -$49.2K -288 Closed
FFWM
444
Future Financial Wealth Management
Ohio
– -$37.4K -200 Closed
FIM
445
Fernwood Investment Management
Massachusetts
– -$23.3K -125 Closed
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
– -$16.8K -90 Closed
CLOS
447
Compagnie Lombard Odier SCmA
Switzerland
– -$13.1K -70 Closed
HCP
448
Hexagon Capital Partners
Arkansas
– -$3.67K -20 Closed
SN
449
Sittner & Nelson
Oregon
– -$561 -3 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.