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Vanguard Mega Cap 300 Index ETF
MGC

327 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

1% more funds holding

Funds holding: 323 → 327 (+4)

2% less capital invested

Capital invested by funds: $1.92B → $1.89B (-$30.4M)

1.56% less ownership

Funds ownership: 48.38% → 46.81% (-1.6%)

Holders
327
Holders Change
+4
Holders Change %
+1.24%
% of All Funds
5.19%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
115
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$20.9M
2
EFG
Ethos Financial Group
Pennsylvania
+$6.71M
3
BFG
Buttonwood Financial Group
Missouri
+$6.32M
4
Ameriprise
Ameriprise
Minnesota
+$5.71M
5
AC
Apella Capital
Connecticut
+$4.97M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$93.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.91M
3
Bank of America
Bank of America
North Carolina
-$5.52M
4
Goldman Sachs
Goldman Sachs
New York
-$3.92M
5
CA
Calton & Associates
Florida
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
126
Heartwood Wealth Advisors
Virginia
$1.47M +$128K +810 +9%
NFG
127
Nations Financial Group
Iowa
$1.44M +$7.56K +48 +0.5%
Wealthfront Advisers
128
Wealthfront Advisers
California
$1.36M +$366K +2,327 +35%
Stifel Financial
129
Stifel Financial
Missouri
$1.31M -$295K -1,876 -18%
WB
130
WesBanco Bank
West Virginia
$1.28M +$1.33M +8,435 New
LPT
131
Legacy Private Trust
Wisconsin
$1.24M -$2.36K -15 -0.2%
SIC
132
Salem Investment Counselors
North Carolina
$1.2M +$4.72K +30 +0.4%
AA
133
Ancora Advisors
Ohio
$1.18M -$164K -1,039 -12%
FFL
134
Financial Freedom LLC
Ohio
$1.17M -$13.7K -87 -1%
Prudential Financial
135
Prudential Financial
New Jersey
$1.07M +$480K +3,048 +77%
MG
136
Mather Group
Illinois
$1.06M -$51.3K -326 -4%
SPIA
137
Steward Partners Investment Advisory
New York
$1.05M +$27.9K +177 +3%
PG
138
Proffitt & Goodson
Tennessee
$1.04M – – –
WFAG
139
Wescott Financial Advisory Group
Pennsylvania
$1.01M +$3.78K +24 +0.4%
CCA
140
Checchi Capital Advisers
California
$1M -$4.72K -30 -0.5%
WCAMG
141
Woodard & Company Asset Management Group
North Carolina
$961K +$7.72K +49 +0.8%
SQA
142
Simon Quick Advisors
New Jersey
$959K +$44.3K +281 +5%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$940K -$8.66K -55 -0.9%
AAS
144
Ameritas Advisory Services
Nebraska
$909K +$225K +1,429 +32%
TA
145
TrueWealth Advisors
Alabama
$900K -$16.1K -102 -2%
SWA
146
Strategies Wealth Advisors
Michigan
$874K -$77K -489 -8%
MA
147
MJP Associates
Connecticut
$862K -$7.24K -46 -0.8%
AO
148
Advisor OS
Illinois
$862K +$53.4K +339 +6%
ML
149
McAdam LLC
Pennsylvania
$860K -$7.72K -49 -0.9%
ANTB
150
AMG National Trust Bank
Colorado
$825K – – –
4 5
6
7 8

MGC Hedge Fund Activity: Q3 2023 in Review

327 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2023, worth a combined $1.89B — down 1.6% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MGC positions and 24 closed out — a net gain of 7 holders — while 115 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $20.9M. The largest seller was EP Wealth Advisors, cutting an estimated $93.1M.

  • 327 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2023, up from 323 in Q2 2023.
  • Funds reported $1.89B of Vanguard Mega Cap 300 Index ETF stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 31 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2023 and 24 closed out, a net change of +7 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2023 was First Trust Advisors, an estimated $20.9M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $93.1M sold.

Based on aggregated 13F filings for Q3 2023.