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Vanguard Mega Cap 300 Index ETF
MGC

327 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

1% more funds holding

Funds holding: 323 → 327 (+4)

2% less capital invested

Capital invested by funds: $1.92B → $1.89B (-$30.4M)

1.56% less ownership

Funds ownership: 48.38% → 46.81% (-1.6%)

Holders
327
Holders Change
+4
Holders Change %
+1.24%
% of All Funds
5.19%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
115
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$20.9M
2
EFG
Ethos Financial Group
Pennsylvania
+$6.71M
3
BFG
Buttonwood Financial Group
Missouri
+$6.32M
4
Ameriprise
Ameriprise
Minnesota
+$5.71M
5
AC
Apella Capital
Connecticut
+$4.97M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$93.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.91M
3
Bank of America
Bank of America
North Carolina
-$5.52M
4
Goldman Sachs
Goldman Sachs
New York
-$3.92M
5
CA
Calton & Associates
Florida
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$20M -$2.83M -17,940 -12%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$19.2M +$331K +2,099 +2%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$16.9M +$283K +1,798 +2%
BDF
29
Black Diamond Financial
Maryland
$15.9M -$351K -2,227 -2%
PMG
30
ProVise Management Group
Florida
$15.3M -$2.36M -14,987 -13%
EWA
31
Exencial Wealth Advisors
Oklahoma
$14.9M -$1.16M -7,359 -7%
Osaic Holdings
32
Osaic Holdings
Arizona
$12.7M +$587K +3,725 +5%
RJA
33
Raymond James & Associates
Florida
$12.1M -$425K -2,699 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.9M -$2.04M -12,962 -14%
CW
35
CreativeOne Wealth
Kansas
$11.6M -$401K -2,546 -3%
AIS
36
American Investment Services
Massachusetts
$11.6M +$45.2K +287 +0.4%
CAM
37
Cozad Asset Management
Illinois
$11.4M +$32.6K +207 +0.3%
Creative Planning
38
Creative Planning
Kansas
$10.1M -$53.9K -342 -0.5%
KP
39
Keel Point
Alabama
$9.96M +$806K +5,121 +8%
CAN
40
Cetera Advisor Networks
California
$8.68M +$447K +2,838 +5%
BHWA
41
Beacon Harbor Wealth Advisors
Virginia
$8.36M +$57.8K +367 +0.7%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$7.99M +$91K +578 +1%
HWM
43
HB Wealth Management
Georgia
$7.83M +$17.8K +113 +0.2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$7.64M +$48.5K +308 +0.6%
PFM
45
Phillips Financial Management
Indiana
$7.49M -$13.4K -85 -0.2%
DWM
46
Destination Wealth Management
California
$7.16M -$312K -1,983 -4%
CA
47
Capital Advantage
California
$6.98M +$479K +3,040 +7%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$6.92M -$145K -923 -2%
CIA
49
Capital Investment Advisors
Georgia
$6.66M +$94.5K +600 +1%
EFG
50
Ethos Financial Group
Pennsylvania
$6.48M +$6.71M +42,639 New
1
2
3 4 5

MGC Hedge Fund Activity: Q3 2023 in Review

327 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2023, worth a combined $1.89B — down 1.6% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MGC positions and 24 closed out — a net gain of 7 holders — while 115 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $20.9M. The largest seller was EP Wealth Advisors, cutting an estimated $93.1M.

  • 327 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2023, up from 323 in Q2 2023.
  • Funds reported $1.89B of Vanguard Mega Cap 300 Index ETF stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 31 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2023 and 24 closed out, a net change of +7 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2023 was First Trust Advisors, an estimated $20.9M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $93.1M sold.

Based on aggregated 13F filings for Q3 2023.