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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
AAS
101
Avantax Advisory Services
Texas
$2.19M +$139K +880 +7%
BAMG
102
Brand Asset Management Group
Missouri
$2.14M – – –
IAA
103
Independent Advisor Alliance
North Carolina
$2.12M – – –
HAG
104
HF Advisory Group
Maryland
$2.05M -$68.7K -436 -3%
TFS
105
Thoroughbred Financial Services
Tennessee
$2.04M +$483K +3,065 +30%
RCS
106
Retirement Capital Strategies
California
$1.99M +$57.2K +363 +3%
Franklin Resources
107
Franklin Resources
California
$1.98M – – –
Lazard Asset Management
108
Lazard Asset Management
New York
$1.94M -$193K -1,225 -9%
VA
109
Valmark Advisers
Ohio
$1.94M – – –
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$1.92M +$1.99M +12,607 New
TAM
111
Tocqueville Asset Management
New York
$1.84M – – –
Lido Advisors
112
Lido Advisors
California
$1.72M +$32.1K +204 +2%
MGIA
113
Matthew Goff Investment Advisor
Texas
$1.72M – – –
AWM
114
Aspire Wealth Management
Massachusetts
$1.7M +$5.35K +34 +0.3%
SFG
115
SNS Financial Group
Minnesota
$1.7M -$55.1K -350 -3%
HAS
116
HBW Advisory Services
California
$1.61M -$616K -3,910 -27%
FA
117
FDx Advisors
Illinois
$1.56M -$84.9K -539 -5%
LFAS
118
Level Four Advisory Services
Texas
$1.55M -$3.31K -21 -0.2%
Renaissance Technologies
119
Renaissance Technologies
New York
$1.55M +$945K +6,000 +143%
BFA
120
Buttonwood Financial Advisors
Maryland
$1.51M +$398K +2,529 +34%
UWM
121
USAdvisors Wealth Management
Minnesota
$1.51M +$171K +1,084 +12%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$1.5M +$76.7K +487 +5%
MSFS
123
Main Street Financial Solutions
Pennsylvania
$1.5M -$195K -1,237 -11%
SC
124
Savant Capital
Illinois
$1.48M – – –
CAC
125
Certified Advisory Corp
Florida
$1.47M -$59.7K -379 -4%
3 4
5
6 7

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.