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Vanguard Mega Cap 300 Index ETF
MGC

409 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 118

8% more funds holding

Funds holding: 378 → 409 (+31)

7% more capital invested

Capital invested by funds: $2.47B → $2.65B (+$179M)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

1.91% less ownership

Funds ownership: 52.27% → 50.36% (-1.9%)

Holders
409
Holders Change
+31
Holders Change %
+8.2%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
54
Increased
135
Reduced
118
Closed
17
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$50M
2
OCM
One Capital Management
California
+$16.5M
3
NYLIM
New York Life Investment Management
New York
+$13.3M
4
AC
Apella Capital
Connecticut
+$12.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$140M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.2M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$9.58M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.56M
5
SFS
Security Financial Services
Indiana
-$6.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
Parallel Advisors
California
$3.01M -$27.1K -152 -0.9%
1WM
102
1900 Wealth Management
Texas
$2.91M -$3.03K -17 -0.1%
PCA
103
Prosperity Capital Advisors
Ohio
$2.89M +$2.4M +13,438 +657%
PAS
104
Park Avenue Securities
New York
$2.86M -$161K -900 -6%
ACS
105
Archford Capital Strategies
Illinois
$2.72M +$1.6K +9 +0.1%
HWA
106
Hilltop Wealth Advisors
North Carolina
$2.68M -$40.3K -226 -2%
VA
107
Valmark Advisers
Ohio
$2.63M +$237K +1,329 +10%
IAA
108
Independent Advisor Alliance
North Carolina
$2.61M -$2.48M -13,905 -50%
RCS
109
Retirement Capital Strategies
California
$2.61M -$22.3K -125 -0.9%
BAMG
110
Brand Asset Management Group
Missouri
$2.6M – – –
HAG
111
HF Advisory Group
Maryland
$2.6M -$10.7K -60 -0.4%
LWL
112
Leo Wealth LLC
Texas
$2.59M +$4.46K +25 +0.2%
HAS
113
HBW Advisory Services
California
$2.57M – – –
KPWS
114
Kestra Private Wealth Services
Texas
$2.47M -$275K -1,543 -10%
Franklin Resources
115
Franklin Resources
California
$2.44M – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$2.41M -$218K -1,220 -9%
Mariner
117
Mariner
Kansas
$2.41M +$29.3K +164 +1%
ONB
118
Old National Bancorp
Indiana
$2.36M -$1.52M -8,540 -40%
Jane Street
119
Jane Street
New York
$2.35M +$2.25M +12,600 New
CCFM
120
Clear Creek Financial Management
Washington
$2.33M -$1.17M -6,572 -35%
ACA
121
Aptus Capital Advisors
Alabama
$2.28M +$2.16M +12,128 +22,883%
TAM
122
Tocqueville Asset Management
New York
$2.27M – – –
DK
123
David Kennon
Florida
$2.23M -$1.55M -8,668 -42%
Lazard Asset Management
124
Lazard Asset Management
New York
$2.14M -$43.2K -242 -2%
MGIA
125
Matthew Goff Investment Advisor
Texas
$2.11M – – –
3 4
5
6 7

MGC Hedge Fund Activity: Q1 2024 in Review

409 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2024, worth a combined $2.65B — up 7.2% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new MGC positions and 17 closed out — a net gain of 37 holders — while 135 added to existing stakes and 118 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $50M. The largest seller was Morgan Stanley, cutting an estimated $140M.

  • 409 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2024, up from 378 in Q4 2023.
  • Funds reported $2.65B of Vanguard Mega Cap 300 Index ETF stock for Q1 2024, up 7.2% quarter-over-quarter.
  • 54 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2024 and 17 closed out, a net change of +37 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $50M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2024.