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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
LAS
76
Legacy Advisory Services
Pennsylvania
$6.02M +$260K +1,304 +5%
IA
77
IFP Advisors
Florida
$5.79M -$1.1M -5,514 -16%
WA
78
Waterford Advisors
New York
$5.44M +$36.9K +185 +0.7%
KIM
79
Kestra Investment Management
Texas
$5.32M +$1.14M +5,733 +29%
CAM
80
Cresset Asset Management
Illinois
$5.29M -$34.9K -175 -0.7%
CCM
81
Coldstream Capital Management
Washington
$5.14M +$520K +2,605 +12%
ZF
82
Zhang Financial
Michigan
$5.09M -$19.8K -99 -0.4%
BPA
83
Beacon Pointe Advisors
California
$5.05M +$10.2K +51 +0.2%
MML Investors Services
84
MML Investors Services
Massachusetts
$5.01M +$37.7K +189 +0.8%
AAS
85
Avantax Advisory Services
Texas
$5.01M +$90.8K +455 +2%
MGIA
86
Moneta Group Investment Advisors
Missouri
$4.94M -$21.2K -106 -0.4%
CCM
87
Colorado Capital Management
Colorado
$4.87M +$2.63M +13,170 +127%
PAG
88
Private Advisor Group
New Jersey
$4.74M -$86.8K -435 -2%
Wealthfront Advisers
89
Wealthfront Advisers
California
$4.72M +$379K +1,897 +9%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$4.7M +$152K +764 +3%
SFO
91
Stokes Family Office
Louisiana
$4.6M
SA
92
Sanctuary Advisors
Indiana
$4.42M -$164K -821 -4%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$4.3M -$107K -537 -3%
UWM
94
USAdvisors Wealth Management
Minnesota
$4.17M +$152K +764 +4%
PCIA
95
Prime Capital Investment Advisors
Kansas
$4.16M -$6.98K -35 -0.2%
PCA
96
Prosperity Capital Advisors
Ohio
$4.08M +$341K +1,711 +9%
HighTower Advisors
97
HighTower Advisors
Illinois
$4.05M +$595K +2,982 +18%
JWM
98
Jackson Wealth Management
Florida
$3.88M +$1.77M +8,870 +89%
JJBC
99
James J. Burns & Company
New York
$3.87M -$924K -4,633 -20%
AI
100
Atria Investments
North Carolina
$3.78M +$496K +2,488 +16%

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.