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Vanguard Mega Cap 300 Index ETF
MGC

421 hedge funds and large institutions have $2.9B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 136 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 26

19% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 114

9% more capital invested

Capital invested by funds: $2.65B → $2.9B (+$244M)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

3% more funds holding

Funds holding: 409 → 421 (+12)

0.02% less ownership

Funds ownership: 50.36% → 50.34% (-0.02%)

Holders
421
Holders Change
+12
Holders Change %
+2.93%
% of All Funds
6.08%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
46
Increased
136
Reduced
114
Closed
26
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$1.58M

Top Buyers

1
LWM
Liberty Wealth Management
California
+$29.3M
2
KAS
Kestra Advisory Services
Texas
+$24.2M
3
Bank of America
Bank of America
North Carolina
+$17.1M
4
AC
Apella Capital
Connecticut
+$12M
5
WA
Win Advisors
Florida
+$11.5M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$52.4M
2
GM
GeoWealth Management
Illinois
-$15.8M
3
EE
EWG Elevate
California
-$8.12M
4
Morgan Stanley
Morgan Stanley
New York
-$5.47M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
51
HB Wealth Management
Georgia
$10.8M – – –
CIA
52
Capital Investment Advisors
Georgia
$10.5M +$1.4M +7,461 +16%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$9.73M +$31.6K +168 +0.3%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$9.55M -$707K -3,759 -7%
PJSIMP
55
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.47M +$215K +1,144 +2%
PFM
56
Phillips Financial Management
Indiana
$9.13M -$137K -729 -2%
TWM
57
TriaGen Wealth Management
California
$8.68M +$314K +1,668 +4%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$8.47M -$87.1K -463 -1%
SFPM
59
Sensible Financial Planning & Management
Massachusetts
$8.42M +$359K +1,910 +5%
BMM
60
Berkshire Money Management
Massachusetts
$8.41M +$3.53M +18,751 +79%
FFA
61
Florida Financial Advisors
Florida
$8.37M -$103K -547 -1%
DWM
62
Destination Wealth Management
California
$8.32M -$235K -1,247 -3%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$7.97M +$356K +1,895 +5%
GWM
64
Gray Wealth Management
Maine
$7.82M +$154K +819 +2%
BEAM
65
Baker Ellis Asset Management
Washington
$7.56M +$1.35M +7,165 +23%
FFA
66
Farther Finance Advisors
California
$6.97M -$391K -2,080 -6%
PWA
67
Physician Wealth Advisors
Utah
$6.68M +$267K +1,420 +5%
IA
68
IFP Advisors
Florida
$6.62M -$131K -697 -2%
DT
69
Diversified Trust
Tennessee
$6.47M -$987K -5,249 -14%
EFN
70
Equita Financial Network
Pennsylvania
$6.24M – – –
Goldman Sachs
71
Goldman Sachs
New York
$6.2M +$5.36M +28,521 +976%
SB
72
Strategic Blueprint
Georgia
$5.94M +$308K +1,639 +6%
SC
73
Steph & Co
Wisconsin
$5.91M -$141K -747 -2%
TWM
74
Tradition Wealth Management
Minnesota
$5.74M -$94.6K -503 -2%
LAS
75
Legacy Advisory Services
Pennsylvania
$5.49M +$27.3K +145 +0.5%
1 2
3
4 5

MGC Hedge Fund Activity: Q2 2024 in Review

421 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q2 2024, worth a combined $2.9B — up 9.2% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MGC positions and 26 closed out — a net gain of 20 holders — while 136 added to existing stakes and 114 trimmed.

The largest buyer was Liberty Wealth Management, opening a new position worth an estimated $29.3M. The largest seller was Global Assets Advisory, cutting an estimated $52.4M.

  • 421 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q2 2024, up from 409 in Q1 2024.
  • Funds reported $2.9B of Vanguard Mega Cap 300 Index ETF stock for Q2 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q2 2024 and 26 closed out, a net change of +20 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q2 2024 was Liberty Wealth Management, an estimated $29.3M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q2 2024 was Global Assets Advisory, an estimated $52.4M sold.

Based on aggregated 13F filings for Q2 2024.