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Vanguard Mega Cap 300 Index ETF

425 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

27% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 126

7% more capital invested

Capital invested by funds: $2.9B → $3.09B (+$197M)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1% more funds holding

Funds holding: 421425 (+4)

0.02% more ownership

Funds ownership: 50.34%50.36% (+0.02%)

17% less call options, than puts

Call options by funds: $207K | Put options by funds: $248K

Holders
425
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.1%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.3%
New
34
Increased
160
Reduced
126
Closed
24
Calls
$207K
Puts
$248K
Net Calls
-$41K
Net Calls Change
-$278K
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$35.7M -$614K -3,079 -2%
IC
27
IEQ Capital
California
$35M -$255K -1,276 -0.7%
JP Morgan Chase
28
JP Morgan Chase
New York
$34.4M +$80.6K +404 +0.2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$33.4M +$763K +3,824 +2%
KAS
30
Kestra Advisory Services
Texas
$30.1M -$2.08M -10,414 -7%
PMG
31
ProVise Management Group
Florida
$26M +$695K +3,482 +3%
RJA
32
Raymond James & Associates
Florida
$23.5M -$209K -1,049 -0.9%
BDF
33
Black Diamond Financial
Maryland
$20.6M -$58.5K -293 -0.3%
FSA
34
Financial Services Advisory
Maryland
$19.9M +$437K +2,188 +2%
EWA
35
Exencial Wealth Advisors
Oklahoma
$19.3M +$52.3K +262 +0.3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$19.1M +$1.18M +5,910 +7%
GM
37
GeoWealth Management
Illinois
$18.3M +$13.6M +67,993 +334%
CA
38
Capital Advantage
California
$17.1M +$228K +1,145 +1%
AUB
39
Atlantic Union Bankshares
Virginia
$16.9M +$16.3M +81,821 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$16.7M +$62.3K +312 +0.4%
AIS
41
American Investment Services
Massachusetts
$16M +$94K +471 +0.6%
CW
42
CreativeOne Wealth
Kansas
$15.5M +$136K +680 +0.9%
Osaic Holdings
43
Osaic Holdings
Arizona
$15.3M -$594K -2,976 -4%
CAM
44
Cozad Asset Management
Illinois
$14.9M -$755K -3,782 -5%
MPW
45
MA Private Wealth
California
$14.6M -$412K -2,065 -3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$14.4M +$10.4M +52,337 +300%
AFS
47
Annapolis Financial Services
Maryland
$14.1M +$1.62M +8,120 +13%
SL
48
Systelligence LLC
Minnesota
$13.8M -$588K -2,949 -4%
EWM
49
Empirical Wealth Management
Washington
$13.6M +$1.66M +8,331 +15%
GVAG
50
Great Valley Advisor Group
Delaware
$13.5M -$1.28M -6,428 -9%

MGC Hedge Fund Activity: Q3 2024 in Review

425 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2024, worth a combined $3.09B — up 6.8% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MGC positions and 24 closed out — a net gain of 10 holders — while 160 added to existing stakes and 126 trimmed.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $19.7M. The largest seller was Truist Financial, cutting an estimated $20.1M.

  • 425 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2024, up from 421 in Q2 2024.
  • Funds reported $3.09B of Vanguard Mega Cap 300 Index ETF stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 34 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2024 and 24 closed out, a net change of +10 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2024 was Mesirow Financial Investment Management, an estimated $19.7M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2024 was Truist Financial, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2024.