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Vanguard Mega Cap 300 Index ETF
MGC

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: 425 → 460 (+35)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+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

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$19.9M
2
MWM
Modera Wealth Management
New Jersey
+$14.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$13.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$11.6M
5
LPL Financial
LPL Financial
California
+$10.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$23.7M
2
KAS
Kestra Advisory Services
Texas
-$21.4M
3
MFIM
Mesirow Financial Investment Management
Illinois
-$20M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$12M
5
FFA
Farther Finance Advisors
California
-$7.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
426
Bank of Montreal
Ontario, Canada
$33.6K – – –
PPWM
427
PFG Private Wealth Management
Florida
$33.6K – – –
SS
428
SBI Securities
Japan
$31.3K +$31.2K +147 New
DRP
429
Decker Retirement Planning
Utah
$30K +$30K +141 New
GSWM
430
Golden State Wealth Management
California
$28.7K +$28.7K +135 New
GPFA
431
Game Plan Financial Advisors
Ohio
$27.7K – – –
AWM
432
Avior Wealth Management
Nebraska
$25.5K – – –
SCA
433
Stuart Chaussee & Associates
California
$24.5K – – –
CBT
434
Crews Bank & Trust
Florida
$24.5K +$24.4K +115 New
FDCDDQ
435
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.3K -$368K -1,730 -95%
MFT
436
Moisand Fitzgerald Tamayo
Florida
$21.3K – – –
NWM
437
Nova Wealth Management
Florida
$21.3K +$21.3K +100 New
PSFG
438
Park Square Financial Group
Georgia
$20.6K +$20.6K +97 New
CAM
439
Creekmur Asset Management
Illinois
$20.2K – – –
MSG
440
Main Street Group
Virginia
$19.8K – – –
Q1WB
441
Quest 10 Wealth Builders
Virginia
$17.7K +$17.6K +83 New
GWSG
442
GPS Wealth Strategies Group
Colorado
$16.3K +$213 +1 +1%
CPBTD
443
Central Pacific Bank - Trust Division
Hawaii
$14.5K +$3.83K +18 +36%
CMP
444
Coston McIsaac & Partners
Maine
$14K – – –
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.9K – – –
SIS
446
Sound Income Strategies
Florida
$10.6K – – –
BA
447
Bristlecone Advisors
Washington
$7.87K – – –
AAP
448
Arax Advisory Partners
Colorado
$7.44K +$1.49K +7 +25%
CA
449
Continuum Advisory
Idaho
$6.8K – – –
T
450
Transce3nd
Texas
$6.59K +$6.59K +31 New
16 17
18
19 20

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.