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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
Creative Planning
51
Creative Planning
Kansas
$13M +$77.2K +387 +0.6%
KP
52
Keel Point
Alabama
$12.6M -$449K -2,250 -4%
CIA
53
Capital Investment Advisors
Georgia
$12.2M +$1.14M +5,720 +11%
HWM
54
HB Wealth Management
Georgia
$11.3M +$62.5K +313 +0.6%
PJSIMP
55
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10.3M +$332K +1,664 +3%
BMM
56
Berkshire Money Management
Massachusetts
$10.1M +$1.28M +6,425 +15%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$10M -$160K -802 -2%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$9.93M -$71.8K -360 -0.7%
TWM
59
TriaGen Wealth Management
California
$9.57M +$470K +2,355 +5%
PFM
60
Phillips Financial Management
Indiana
$9.53M -$28.5K -143 -0.3%
SFPM
61
Sensible Financial Planning & Management
Massachusetts
$9.23M +$400K +2,004 +5%
FFA
62
Florida Financial Advisors
Florida
$9.18M +$398K +1,995 +5%
BFAG
63
Blackston Financial Advisory Group
Florida
$9.1M +$8.79M +44,051 New
DWM
64
Destination Wealth Management
California
$9.03M +$308K +1,546 +4%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$8.77M -$102K -512 -1%
GWM
66
Gray Wealth Management
Maine
$8.34M +$148K +744 +2%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$8.25M -$100K -501 -1%
BEAM
68
Baker Ellis Asset Management
Washington
$7.92M +$2.59K +13 +0%
FFA
69
Farther Finance Advisors
California
$7.28M +$13.4K +67 +0.2%
DT
70
Diversified Trust
Tennessee
$7M +$214K +1,070 +3%
SB
71
Strategic Blueprint
Georgia
$6.95M +$705K +3,531 +12%
PWA
72
Physician Wealth Advisors
Utah
$6.81M +$1.2K +6 +0%
EFN
73
Equita Financial Network
Pennsylvania
$6.54M
SC
74
Steph & Co
Wisconsin
$6.22M +$29.1K +146 +0.5%
TWM
75
Tradition Wealth Management
Minnesota
$6.09M +$71.8K +360 +1%

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.