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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
HI
151
Harbour Investments
Wisconsin
$821K -$945 -6 -0.1%
W
152
WealthOne
New York
$786K +$359K +2,280 +79%
VNA
153
Valley National Advisers
Pennsylvania
$759K – – –
EA
154
Eudaimonia Advisors
Tennessee
$746K – – –
VWM
155
Venturi Wealth Management
Texas
$740K – – –
WIA
156
World Investment Advisors
California
$716K -$4.09K -26 -0.5%
CA
157
Cetera Advisors
Colorado
$702K -$8.03K -51 -1%
ASFA
158
All Season Financial Advisors
Colorado
$700K -$181K -1,149 -20%
MWM
159
Merriman Wealth Management
Washington
$695K +$43.6K +277 +6%
GC
160
Gibson Capital
Pennsylvania
$693K – – –
Vanguard Group
161
Vanguard Group
Pennsylvania
$666K +$10.2K +65 +2%
NS
162
NBC Securities
Alabama
$640K +$665K +4,220 New
PFO
163
Pathstone Family Office
New Jersey
$638K – – –
SPW
164
Sonoma Private Wealth
California
$633K +$1.42K +9 +0.2%
BSW
165
Buckingham Strategic Wealth
Missouri
$630K – – –
IWM
166
IHT Wealth Management
Illinois
$625K +$156K +992 +32%
SSB
167
Sandy Spring Bank
Maryland
$621K +$3.15K +20 +0.5%
MFG
168
Merit Financial Group
Georgia
$608K -$11.5K -73 -2%
SBIA
169
Sheaff Brock Investment Advisors
Indiana
$599K +$18.1K +115 +3%
WFA
170
West Financial Advisors
Iowa
$588K – – –
SWM
171
Spire Wealth Management
Virginia
$584K +$157 +1 +0%
SWM
172
Sugarloaf Wealth Management
Georgia
$557K +$1.89K +12 +0.3%
BFA
173
Beaumont Financial Advisors
Massachusetts
$531K +$472 +3 +0.1%
DADC
174
D.A. Davidson & Co
Montana
$521K +$157 +1 +0%
CFB
175
Cullen/Frost Bankers
Texas
$513K – – –
5 6
7
8 9

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.