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Vanguard Mega Cap 300 Index ETF
MGC

421 hedge funds and large institutions have $2.9B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 136 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 26

19% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 114

9% more capital invested

Capital invested by funds: $2.65B → $2.9B (+$244M)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

3% more funds holding

Funds holding: 409 → 421 (+12)

0.02% less ownership

Funds ownership: 50.36% → 50.34% (-0.02%)

Holders
421
Holders Change
+12
Holders Change %
+2.93%
% of All Funds
6.08%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
46
Increased
136
Reduced
114
Closed
26
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$1.58M

Top Buyers

1
LWM
Liberty Wealth Management
California
+$29.3M
2
KAS
Kestra Advisory Services
Texas
+$24.2M
3
Bank of America
Bank of America
North Carolina
+$17.1M
4
AC
Apella Capital
Connecticut
+$12M
5
WA
Win Advisors
Florida
+$11.5M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$52.4M
2
GM
GeoWealth Management
Illinois
-$15.8M
3
EE
EWG Elevate
California
-$8.12M
4
Morgan Stanley
Morgan Stanley
New York
-$5.47M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$3.28M -$12K -64 -0.4%
MFA
102
McClarren Financial Advisors
Pennsylvania
$3.27M -$2.7M -14,369 -86%
AWS
103
Atria Wealth Solutions
New York
$3.19M -$399K -2,122 -12%
AI
104
Atria Investments
North Carolina
$3.12M -$649K -3,451 -18%
1WM
105
1900 Wealth Management
Texas
$3.07M -$5.08K -27 -0.2%
PAS
106
Park Avenue Securities
New York
$2.99M -$27.1K -144 -0.9%
HAG
107
HF Advisory Group
Maryland
$2.97M +$213K +1,134 +8%
ACS
108
Archford Capital Strategies
Illinois
$2.97M +$92.2K +490 +3%
SFS
109
Security Financial Services
Indiana
$2.93M -$497K -2,645 -15%
PA
110
Parallel Advisors
California
$2.91M -$247K -1,315 -8%
LWL
111
Leo Wealth LLC
Texas
$2.87M +$118K +625 +5%
HWA
112
Hilltop Wealth Advisors
North Carolina
$2.79M -$38K -202 -1%
RCS
113
Retirement Capital Strategies
California
$2.78M +$26.7K +142 +1%
VA
114
Valmark Advisers
Ohio
$2.78M – – –
IAA
115
Independent Advisor Alliance
North Carolina
$2.76M – – –
BAMG
116
Brand Asset Management Group
Missouri
$2.75M – – –
Mariner
117
Mariner
Kansas
$2.69M +$141K +748 +6%
KPWS
118
Kestra Private Wealth Services
Texas
$2.68M +$59.4K +316 +2%
PFS
119
Prospera Financial Services
Texas
$2.66M +$2.33M +12,376 +1,142%
TFS
120
Thoroughbred Financial Services
Tennessee
$2.61M +$586K +3,116 +31%
Two Sigma Investments
121
Two Sigma Investments
New York
$2.58M +$2.46M +13,100 New
Franklin Resources
122
Franklin Resources
California
$2.57M – – –
AllianceBernstein
123
AllianceBernstein
Tennessee
$2.54M +$404K +2,149 +20%
ONB
124
Old National Bancorp
Indiana
$2.52M +$28.4K +151 +1%
CCFM
125
Clear Creek Financial Management
Washington
$2.48M +$20.5K +109 +0.9%
3 4
5
6 7

MGC Hedge Fund Activity: Q2 2024 in Review

421 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q2 2024, worth a combined $2.9B — up 9.2% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MGC positions and 26 closed out — a net gain of 20 holders — while 136 added to existing stakes and 114 trimmed.

The largest buyer was Liberty Wealth Management, opening a new position worth an estimated $29.3M. The largest seller was Global Assets Advisory, cutting an estimated $52.4M.

  • 421 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q2 2024, up from 409 in Q1 2024.
  • Funds reported $2.9B of Vanguard Mega Cap 300 Index ETF stock for Q2 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q2 2024 and 26 closed out, a net change of +20 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q2 2024 was Liberty Wealth Management, an estimated $29.3M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q2 2024 was Global Assets Advisory, an estimated $52.4M sold.

Based on aggregated 13F filings for Q2 2024.