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Vanguard Mega Cap 300 Index ETF
MGC

460 hedge funds and large institutions have $3.22B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 24

8% more funds holding

Funds holding: 425 → 460 (+35)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

6% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 141

4% more capital invested

Capital invested by funds: $3.09B → $3.22B (+$127M)

0.58% less ownership

Funds ownership: 50.36% → 49.78% (-0.58%)

Holders
460
Holders Change
+35
Holders Change %
+8.24%
% of All Funds
6.06%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.29%
New
69
Increased
150
Reduced
141
Closed
24
Calls
$234K
Puts
–
Net Calls
+$234K
Net Calls Change
+$275K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$19.9M
2
MWM
Modera Wealth Management
New Jersey
+$14.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$13.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$11.6M
5
LPL Financial
LPL Financial
California
+$10.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$23.7M
2
KAS
Kestra Advisory Services
Texas
-$21.4M
3
MFIM
Mesirow Financial Investment Management
Illinois
-$20M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$12M
5
FFA
Farther Finance Advisors
California
-$7.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$4.25M +$2.32M +10,896 +120%
JWM
102
Jackson Wealth Management
Florida
$4.01M +$16.4K +77 +0.4%
Goldman Sachs
103
Goldman Sachs
New York
$3.97M +$1.59M +7,503 +67%
BFG
104
Buttonwood Financial Group
Missouri
$3.94M -$22.7K -107 -0.6%
JJBC
105
James J. Burns & Company
New York
$3.85M -$136K -640 -3%
SG
106
StoneX Group
New York
$3.83M +$3.83M +18,010 New
AWS
107
Atria Wealth Solutions
New York
$3.47M -$114K -535 -3%
ACS
108
Archford Capital Strategies
Illinois
$3.42M +$53.1K +250 +2%
1WM
109
1900 Wealth Management
Texas
$3.31M -$20.6K -97 -0.6%
AI
110
Atria Investments
North Carolina
$3.27M -$621K -2,921 -16%
FWA
111
Flagship Wealth Advisors
Massachusetts
$3.17M +$3.17M +14,921 New
SFS
112
Security Financial Services
Indiana
$3.12M -$14K -66 -0.4%
PFS
113
Prospera Financial Services
Texas
$3.11M +$250K +1,175 +9%
LWL
114
Leo Wealth LLC
Texas
$3.08M +$2.13K +10 +0.1%
PAS
115
Park Avenue Securities
New York
$3.07M -$638 -3 -0%
VA
116
Valmark Advisers
Ohio
$2.99M – – –
VW
117
Veridan Wealth
Oregon
$2.97M +$2.91M +13,700 New
TWM
118
Topsail Wealth Management
North Carolina
$2.96M +$2.96M +13,935 New
HAG
119
HF Advisory Group
Maryland
$2.96M +$1.06K +5 +0%
PP
120
Patten & Patten
Tennessee
$2.95M +$2.95M +13,878 New
KPWS
121
Kestra Private Wealth Services
Texas
$2.94M +$88K +414 +3%
RCS
122
Retirement Capital Strategies
California
$2.94M -$213 -1 -0%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$2.94M +$2.93M +13,803 New
HWA
124
Hilltop Wealth Advisors
North Carolina
$2.9M -$47K -221 -2%
BAMG
125
Brand Asset Management Group
Missouri
$2.88M -$78.4K -369 -3%
3 4
5
6 7

MGC Hedge Fund Activity: Q4 2024 in Review

460 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q4 2024, worth a combined $3.22B — up 4.1% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MGC positions and 24 closed out — a net gain of 45 holders — while 150 added to existing stakes and 141 trimmed.

The largest buyer was Wells Fargo, adding an estimated $19.9M. The largest seller was JP Morgan Chase, cutting an estimated $23.7M.

  • 460 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q4 2024, up from 425 in Q3 2024.
  • Funds reported $3.22B of Vanguard Mega Cap 300 Index ETF stock for Q4 2024, up 4.1% quarter-over-quarter.
  • 69 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q4 2024 and 24 closed out, a net change of +45 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q4 2024 was Wells Fargo, an estimated $19.9M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q4 2024 was JP Morgan Chase, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2024.