Vanguard Mega Cap 300 Index ETF
378 hedge funds and large institutions have $2.47B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 128 increasing their positions, 96 reducing their positions, and 14 closing their positions.
393% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 14
33% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 96
31% more capital invested
Capital invested by funds: $1.89B → $2.47B (+$583M)
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
16% more funds holding
Funds holding: 327 → 378 (+51)
5.46% more ownership
Funds ownership: 46.81% → 52.27% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$150M |
| 2 |
JP Morgan Chase
New York
|
+$28.4M |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$15.5M |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$14.1M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$20.1M |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$6.48M |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$2.46M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.92M |
| 5 |
CB
Cadence Bank
Tupelo,
Mississippi
|
-$1.71M |
MGC Hedge Fund Activity: Q4 2023 in Review
378 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q4 2023, worth a combined $2.47B — up 31% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new MGC positions and 14 closed out — a net gain of 55 holders — while 128 added to existing stakes and 96 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $150M. The largest seller was First Trust Advisors, exiting entirely with an estimated $20.1M sold.
- 378 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q4 2023, up from 327 in Q3 2023.
- Funds reported $2.47B of Vanguard Mega Cap 300 Index ETF stock for Q4 2023, up 31% quarter-over-quarter.
- 69 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q4 2023 and 14 closed out, a net change of +55 holders.
- The largest Vanguard Mega Cap 300 Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $150M added.
- The largest Vanguard Mega Cap 300 Index ETF seller in Q4 2023 was First Trust Advisors, an estimated $20.1M sold.
Based on aggregated 13F filings for Q4 2023.