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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
OCM
51
One Capital Management
California
$6.38M +$1.03M +6,545 +18%
TWM
52
TriaGen Wealth Management
California
$6.09M +$143K +908 +2%
EWM
53
Empirical Wealth Management
Washington
$6.02M +$1.11M +7,056 +22%
SFPM
54
Sensible Financial Planning & Management
Massachusetts
$6M -$286K -1,813 -4%
BFG
55
Buttonwood Financial Group
Missouri
$5.99M +$6.32M +40,155 New
GWM
56
Gray Wealth Management
Maine
$5.87M +$101K +639 +2%
PJSIMP
57
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.78M +$581K +3,691 +11%
DT
58
Diversified Trust
Tennessee
$5.78M – – –
EFN
59
Equita Financial Network
Pennsylvania
$5.57M +$5.78M +36,681 New
GM
60
GeoWealth Management
Illinois
$5.47M +$186K +1,182 +3%
TWM
61
Tradition Wealth Management
Minnesota
$4.73M -$69K -438 -1%
WA
62
Waterford Advisors
New York
$4.69M -$401K -2,545 -8%
PWA
63
Physician Wealth Advisors
Utah
$4.67M +$109K +695 +2%
SFO
64
Stokes Family Office
Louisiana
$4.61M – – –
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$4.29M +$4.44M +28,225 New
SC
66
Steph & Co
Wisconsin
$4.28M +$268K +1,704 +6%
BEAM
67
Baker Ellis Asset Management
Washington
$4.06M +$331K +2,100 +9%
MFGM
68
Marshall Financial Group (Maryland)
Maryland
$4.03M -$88K -559 -2%
JJBC
69
James J. Burns & Company
New York
$3.95M -$143K -908 -3%
MGIA
70
Moneta Group Investment Advisors
Missouri
$3.91M -$473K -3,006 -10%
AFS
71
Annapolis Financial Services
Maryland
$3.81M +$878K +5,575 +29%
JP Morgan Chase
72
JP Morgan Chase
New York
$3.71M +$566K +3,596 +17%
PAG
73
Private Advisor Group
New Jersey
$3.69M -$787 -5 -0%
MML Investors Services
74
MML Investors Services
Massachusetts
$3.57M -$474K -3,007 -11%
DAS
75
Dynamic Advisor Solutions
Arizona
$3.48M -$167K -1,058 -4%
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.