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Vanguard Mega Cap 300 Index ETF
MGC

425 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

27% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 126

7% more capital invested

Capital invested by funds: $2.9B → $3.09B (+$197M)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

1% more funds holding

Funds holding: 421 → 425 (+4)

0.02% more ownership

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

17% less call options, than puts

Call options by funds: $207K | Put options by funds: $248K

Holders
425
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.1%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.3%
New
34
Increased
160
Reduced
126
Closed
24
Calls
$207K
Puts
$248K
Net Calls
-$41K
Net Calls Change
-$278K

Top Buyers

Rank Fund Capital Flow
1
MFIM
Mesirow Financial Investment Management
Illinois
+$19.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$19.6M
3
AUB
Atlantic Union Bankshares
Virginia
+$16.3M
4
IAIM
International Assets Investment Management
Florida
+$14.9M
5
GM
GeoWealth Management
Illinois
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$20.1M
2
NYLIM
New York Life Investment Management
New York
-$16.4M
3
WA
Win Advisors
Florida
-$12M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.45M
5
Goldman Sachs
Goldman Sachs
New York
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
151
Renaissance Technologies
New York
$1.78M +$219K +1,100 +15%
WB
152
WesBanco Bank
West Virginia
$1.74M – – –
SIC
153
Salem Investment Counselors
North Carolina
$1.7M +$3.59K +18 +0.2%
LPT
154
Legacy Private Trust
Wisconsin
$1.68M – – –
HAS
155
HBW Advisory Services
California
$1.67M -$824K -4,128 -34%
FFC
156
First Financial Corp
Indiana
$1.67M – – –
SPIA
157
Steward Partners Investment Advisory
New York
$1.65M +$65K +326 +4%
Stifel Financial
158
Stifel Financial
Missouri
$1.58M +$43.3K +217 +3%
CA
159
CoreCap Advisors
Michigan
$1.52M +$1.47M +7,371 New
FA
160
FDx Advisors
Illinois
$1.44M -$73.8K -370 -5%
LWM
161
LongView Wealth Management
Georgia
$1.42M +$1.4K +7 +0.1%
RFM
162
Royal Fund Management
Florida
$1.4M +$807K +4,043 +149%
SA
163
SpiderRock Advisors
Delaware
$1.35M – – –
SQA
164
Simon Quick Advisors
New Jersey
$1.31M – – –
IWM
165
IHT Wealth Management
Illinois
$1.31M +$183K +917 +17%
CCA
166
Checchi Capital Advisers
California
$1.29M -$35.3K -177 -3%
SWP
167
Stratos Wealth Partners
Ohio
$1.28M +$564K +2,828 +84%
SMWM
168
Silvia McColl Wealth Management
California
$1.28M +$1.23M +6,180 New
WFAG
169
Wescott Financial Advisory Group
Pennsylvania
$1.28M -$54.1K -271 -4%
MG
170
Mather Group
Illinois
$1.21M -$228K -1,145 -16%
SF
171
Synovus Financial
Georgia
$1.21M +$574K +2,878 +97%
SWA
172
Strategies Wealth Advisors
Michigan
$1.2M +$7.18K +36 +0.6%
BIM
173
Breakwater Investment Management
Washington
$1.2M +$352K +1,763 +44%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$1.17M – – –
AO
175
Advisor OS
Illinois
$1.16M +$3.79K +19 +0.3%
5 6
7
8 9

MGC Hedge Fund Activity: Q3 2024 in Review

425 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2024, worth a combined $3.09B — up 6.8% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MGC positions and 24 closed out — a net gain of 10 holders — while 160 added to existing stakes and 126 trimmed.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $19.7M. The largest seller was Truist Financial, cutting an estimated $20.1M.

  • 425 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2024, up from 421 in Q2 2024.
  • Funds reported $3.09B of Vanguard Mega Cap 300 Index ETF stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 34 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2024 and 24 closed out, a net change of +10 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2024 was Mesirow Financial Investment Management, an estimated $19.7M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2024 was Truist Financial, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2024.