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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
BFG
101
Buttonwood Financial Group
Missouri
$3.71M -$210K -1,051 -6%
CA
102
Calton & Associates
Florida
$3.5M -$1.59M -7,958 -32%
AWS
103
Atria Wealth Solutions
New York
$3.48M +$141K +707 +4%
ACS
104
Archford Capital Strategies
Illinois
$3.33M +$161K +809 +5%
1WM
105
1900 Wealth Management
Texas
$3.24M +$20.8K +104 +0.7%
PA
106
Parallel Advisors
California
$3.04M -$8.38K -42 -0.3%
SFS
107
Security Financial Services
Indiana
$3.04M -$25.7K -129 -0.9%
LWL
108
Leo Wealth LLC
Texas
$2.99M -$4.79K -24 -0.2%
PAS
109
Park Avenue Securities
New York
$2.98M -$142K -713 -5%
VA
110
Valmark Advisers
Ohio
$2.91M
BAMG
111
Brand Asset Management Group
Missouri
$2.88M
HAG
112
HF Advisory Group
Maryland
$2.87M -$228K -1,144 -8%
HWA
113
Hilltop Wealth Advisors
North Carolina
$2.86M -$55.9K -280 -2%
RCS
114
Retirement Capital Strategies
California
$2.85M -$53.1K -266 -2%
KPWS
115
Kestra Private Wealth Services
Texas
$2.8M -$26.5K -133 -1%
PFS
116
Prospera Financial Services
Texas
$2.78M -$2.39K -12 -0.1%
Franklin Resources
117
Franklin Resources
California
$2.74M
TFS
118
Thoroughbred Financial Services
Tennessee
$2.73M -$2.19K -11 -0.1%
Mariner
119
Mariner
Kansas
$2.73M -$84K -421 -3%
AllianceBernstein
120
AllianceBernstein
Tennessee
$2.7M +$41.5K +208 +2%
OAS
121
Optivise Advisory Services
Tennessee
$2.63M +$1.91M +9,550 +299%
CCFM
122
Clear Creek Financial Management
Washington
$2.59M -$2.79K -14 -0.1%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$2.54M +$743K +3,724 +43%
SFG
124
SNS Financial Group
Minnesota
$2.53M -$43.7K -219 -2%
ACA
125
Aptus Capital Advisors
Alabama
$2.53M +$16.4K +82 +0.7%

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.