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Vanguard Mega Cap 300 Index ETF
MGC

409 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 118

8% more funds holding

Funds holding: 378 → 409 (+31)

7% more capital invested

Capital invested by funds: $2.47B → $2.65B (+$179M)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

1.91% less ownership

Funds ownership: 52.27% → 50.36% (-1.9%)

Holders
409
Holders Change
+31
Holders Change %
+8.2%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
54
Increased
135
Reduced
118
Closed
17
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$50M
2
OCM
One Capital Management
California
+$16.5M
3
NYLIM
New York Life Investment Management
New York
+$13.3M
4
AC
Apella Capital
Connecticut
+$12.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$140M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.2M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$9.58M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.56M
5
SFS
Security Financial Services
Indiana
-$6.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
151
Salem Investment Counselors
North Carolina
$1.54M +$28.7K +161 +2%
LPT
152
Legacy Private Trust
Wisconsin
$1.52M – – –
FFC
153
First Financial Corp
Indiana
$1.51M +$1.44M +8,093 New
GAA
154
Global Assets Advisory
Florida
$1.5M +$50M +280,200 New
CA
155
Cetera Advisors
Colorado
$1.48M +$660K +3,699 +88%
Stifel Financial
156
Stifel Financial
Missouri
$1.48M +$18.6K +104 +1%
ES
157
Eagle Strategies
New York
$1.44M +$1.38M +7,711 New
FA
158
FDx Advisors
Illinois
$1.44M -$82K -460 -6%
SEM
159
Strategic Equity Management
Arizona
$1.44M -$55.5K -311 -4%
TRCT
160
Tower Research Capital (TRC)
New York
$1.33M +$1.18M +6,635 +1,436%
BFAG
161
Blackston Financial Advisory Group
Florida
$1.3M +$252K +1,414 +25%
SPIA
162
Steward Partners Investment Advisory
New York
$1.29M +$1.25K +7 +0.1%
PG
163
Proffitt & Goodson
Tennessee
$1.24M -$35.7K -200 -3%
CA
164
CoreCap Advisors
Michigan
$1.22M +$1.16M +6,524 New
LWM
165
LongView Wealth Management
Georgia
$1.22M +$13.9K +78 +1%
SA
166
SpiderRock Advisors
Delaware
$1.21M +$1.17M +6,540 New
WFAG
167
Wescott Financial Advisory Group
Pennsylvania
$1.2M -$44.1K -247 -4%
AA
168
Ancora Advisors
Ohio
$1.19M +$14.3K +80 +1%
SQA
169
Simon Quick Advisors
New Jersey
$1.19M +$3.57K +20 +0.3%
MG
170
Mather Group
Illinois
$1.14M – – –
HI
171
Harbour Investments
Wisconsin
$1.11M +$78.7K +441 +8%
SWA
172
Strategies Wealth Advisors
Michigan
$1.08M +$3.03K +17 +0.3%
ML
173
McAdam LLC
Pennsylvania
$1.08M +$33K +185 +3%
AO
174
Advisor OS
Illinois
$1.05M -$15.5K -87 -2%
MA
175
MJP Associates
Connecticut
$1.05M -$15.5K -87 -2%
5 6
7
8 9

MGC Hedge Fund Activity: Q1 2024 in Review

409 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2024, worth a combined $2.65B — up 7.2% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new MGC positions and 17 closed out — a net gain of 37 holders — while 135 added to existing stakes and 118 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $50M. The largest seller was Morgan Stanley, cutting an estimated $140M.

  • 409 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2024, up from 378 in Q4 2023.
  • Funds reported $2.65B of Vanguard Mega Cap 300 Index ETF stock for Q1 2024, up 7.2% quarter-over-quarter.
  • 54 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2024 and 17 closed out, a net change of +37 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $50M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2024.