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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
AWM
451
Abound Wealth Management
Tennessee
$5.53K +$4.89K +23 +767%
GWP
452
Gen-Wealth Partners
Michigan
$5.32K – – –
SIM
453
Synergy Investment Management
Florida
$5.1K +$5.1K +24 New
BL
454
BFSG LLC
California
$4.25K – – –
RTL
455
Red Tortoise LLC
Georgia
$2.14K +$2.13K +10 New
EWA
456
EverSource Wealth Advisors
Alabama
$1.91K +$1.91K +9 New
BGWM
457
Bridge Generations Wealth Management
Florida
$1.06K +$1.06K +5 New
NS
458
NBC Securities
Alabama
$1.05K -$995K -4,681 -100%
PWMG
459
Private Wealth Management Group
New Jersey
$638 – – –
TRCT
460
Tower Research Capital (TRC)
New York
$213 -$96.1K -452 -100%
OSNBOA
461
Old Second National Bank of Aurora
Illinois
$213 +$213 +1 New
IAIM
462
International Assets Investment Management
Florida
– -$363 -74,999 Closed
FFA
463
Farther Finance Advisors
California
– -$7.28M -35,214 Closed
Prudential Financial
464
Prudential Financial
New Jersey
– -$2.19M -10,580 Closed
MFA
465
McClarren Financial Advisors
Pennsylvania
– -$1.42K -9,579 Closed
ACM
466
AlphaStar Capital Management
North Carolina
– -$911K -4,410 Closed
KWA
467
Kingswood Wealth Advisors
California
– -$724K -3,503 Closed
DAS
468
Dynamic Advisor Solutions
Arizona
– -$707K -3,423 Closed
GFG
469
Goldstone Financial Group
Illinois
– -$510K -2,468 Closed
FIA
470
Foundations Investment Advisors
Arizona
– -$463K -2,241 Closed
PCS
471
Personal CFO Solutions
New Jersey
– -$410K -1,984 Closed
GOCP
472
Great Oak Capital Partners
Massachusetts
– -$296K -1,435 Closed
GCP
473
GSA Capital Partners
United Kingdom
– -$288K -1,392 Closed
MA
474
MAS Advisors
Florida
– -$256K -1,237 Closed
CCAL
475
City Center Advisors LLC
Michigan
– -$247K -1,194 Closed
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.