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Vanguard Mega Cap 300 Index ETF
MGC

421 hedge funds and large institutions have $2.9B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 136 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 26

19% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 114

9% more capital invested

Capital invested by funds: $2.65B → $2.9B (+$244M)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

3% more funds holding

Funds holding: 409 → 421 (+12)

0.02% less ownership

Funds ownership: 50.36% → 50.34% (-0.02%)

Holders
421
Holders Change
+12
Holders Change %
+2.93%
% of All Funds
6.08%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
46
Increased
136
Reduced
114
Closed
26
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$1.58M

Top Buyers

1
LWM
Liberty Wealth Management
California
+$29.3M
2
KAS
Kestra Advisory Services
Texas
+$24.2M
3
Bank of America
Bank of America
North Carolina
+$17.1M
4
AC
Apella Capital
Connecticut
+$12M
5
WA
Win Advisors
Florida
+$11.5M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$52.4M
2
GM
GeoWealth Management
Illinois
-$15.8M
3
EE
EWG Elevate
California
-$8.12M
4
Morgan Stanley
Morgan Stanley
New York
-$5.47M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
151
Main Street Financial Solutions
Pennsylvania
$1.8M -$91.8K -488 -5%
FFL
152
Financial Freedom LLC
Ohio
$1.74M +$106K +561 +7%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$1.7M +$1.38M +7,362 +579%
WB
154
WesBanco Bank
West Virginia
$1.66M – – –
SIC
155
Salem Investment Counselors
North Carolina
$1.62M -$7.33K -39 -0.5%
LPT
156
Legacy Private Trust
Wisconsin
$1.61M – – –
FFC
157
First Financial Corp
Indiana
$1.6M – – –
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$1.54M -$236K -1,254 -14%
SWM
159
Spire Wealth Management
Virginia
$1.52M +$723K +3,843 +100%
SPIA
160
Steward Partners Investment Advisory
New York
$1.51M +$139K +738 +11%
MFGM
161
Marshall Financial Group (Maryland)
Maryland
$1.5M -$505K -2,684 -26%
Renaissance Technologies
162
Renaissance Technologies
New York
$1.48M -$169K -900 -11%
Stifel Financial
163
Stifel Financial
Missouri
$1.47M -$83.5K -444 -6%
FA
164
FDx Advisors
Illinois
$1.45M -$72.2K -384 -5%
LWM
165
LongView Wealth Management
Georgia
$1.35M +$66.4K +353 +5%
3IP
166
3Chopt Investment Partners
Virginia
$1.33M +$1.26M +6,725 New
PG
167
Proffitt & Goodson
Tennessee
$1.31M – – –
MG
168
Mather Group
Illinois
$1.31M +$49.5K +263 +4%
SA
169
SpiderRock Advisors
Delaware
$1.29M – – –
HI
170
Harbour Investments
Wisconsin
$1.28M +$101K +536 +9%
WFAG
171
Wescott Financial Advisory Group
Pennsylvania
$1.27M – – –
CCA
172
Checchi Capital Advisers
California
$1.26M -$501K -2,666 -29%
SQA
173
Simon Quick Advisors
New Jersey
$1.25M – – –
SWA
174
Strategies Wealth Advisors
Michigan
$1.14M – – –
ML
175
McAdam LLC
Pennsylvania
$1.13M -$10.3K -55 -1%
5 6
7
8 9

MGC Hedge Fund Activity: Q2 2024 in Review

421 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q2 2024, worth a combined $2.9B — up 9.2% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MGC positions and 26 closed out — a net gain of 20 holders — while 136 added to existing stakes and 114 trimmed.

The largest buyer was Liberty Wealth Management, opening a new position worth an estimated $29.3M. The largest seller was Global Assets Advisory, cutting an estimated $52.4M.

  • 421 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q2 2024, up from 409 in Q1 2024.
  • Funds reported $2.9B of Vanguard Mega Cap 300 Index ETF stock for Q2 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q2 2024 and 26 closed out, a net change of +20 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q2 2024 was Liberty Wealth Management, an estimated $29.3M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q2 2024 was Global Assets Advisory, an estimated $52.4M sold.

Based on aggregated 13F filings for Q2 2024.