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Vanguard Mega Cap 300 Index ETF
MGC

460 hedge funds and large institutions have $3.22B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 24

8% more funds holding

Funds holding: 425 → 460 (+35)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

6% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 141

4% more capital invested

Capital invested by funds: $3.09B → $3.22B (+$127M)

0.58% less ownership

Funds ownership: 50.36% → 49.78% (-0.58%)

Holders
460
Holders Change
+35
Holders Change %
+8.24%
% of All Funds
6.06%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.29%
New
69
Increased
150
Reduced
141
Closed
24
Calls
$234K
Puts
–
Net Calls
+$234K
Net Calls Change
+$275K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$19.9M
2
MWM
Modera Wealth Management
New Jersey
+$14.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$13.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$11.6M
5
LPL Financial
LPL Financial
California
+$10.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$23.7M
2
KAS
Kestra Advisory Services
Texas
-$21.4M
3
MFIM
Mesirow Financial Investment Management
Illinois
-$20M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$12M
5
FFA
Farther Finance Advisors
California
-$7.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
151
Renaissance Technologies
New York
$1.98M +$149K +700 +8%
NFG
152
Nations Financial Group
Iowa
$1.97M -$27.6K -130 -1%
CL
153
Choreo LLC
Illinois
$1.95M – – –
HI
154
Harbour Investments
Wisconsin
$1.94M +$104K +488 +6%
FFS
155
Fortress Financial Solutions
Arizona
$1.92M +$1.92M +9,043 New
Stifel Financial
156
Stifel Financial
Missouri
$1.88M +$249K +1,172 +15%
CAC
157
Certified Advisory Corp
Florida
$1.82M -$82.3K -387 -4%
SIC
158
Salem Investment Counselors
North Carolina
$1.8M +$53.6K +252 +3%
SWP
159
Stratos Wealth Partners
Ohio
$1.8M +$480K +2,257 +36%
WB
160
WesBanco Bank
West Virginia
$1.79M – – –
Vanguard Group
161
Vanguard Group
Pennsylvania
$1.75M +$652K +3,065 +59%
SPIA
162
Steward Partners Investment Advisory
New York
$1.75M +$50.4K +237 +3%
LPT
163
Legacy Private Trust
Wisconsin
$1.73M – – –
MADFP
164
Michael A Dubis Financial Planning
Wisconsin
$1.66M +$1.65M +7,785 New
CA
165
CoreCap Advisors
Michigan
$1.63M +$65.9K +310 +4%
BlackRock
166
BlackRock
New York
$1.62M +$1.39M +6,540 +620%
RFM
167
Royal Fund Management
Florida
$1.55M +$102K +482 +7%
BNMT
168
Bawa N Mallick Trust
New York
$1.49M +$1.49M +6,999 New
BIM
169
Breakwater Investment Management
Washington
$1.47M +$242K +1,139 +20%
LWM
170
LongView Wealth Management
Georgia
$1.42M -$38K -179 -3%
SMWM
171
Silvia McColl Wealth Management
California
$1.36M +$49.7K +234 +4%
SQA
172
Simon Quick Advisors
New Jersey
$1.35M – – –
PCA
173
Prosperity Capital Advisors
Ohio
$1.34M -$2.85M -13,422 -68%
AF
174
Apexium Financial
Texas
$1.28M +$1.28M +6,041 New
LFAS
175
Level Four Advisory Services
Texas
$1.28M -$1.12M -5,271 -47%
5 6
7
8 9

MGC Hedge Fund Activity: Q4 2024 in Review

460 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q4 2024, worth a combined $3.22B — up 4.1% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MGC positions and 24 closed out — a net gain of 45 holders — while 150 added to existing stakes and 141 trimmed.

The largest buyer was Wells Fargo, adding an estimated $19.9M. The largest seller was JP Morgan Chase, cutting an estimated $23.7M.

  • 460 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q4 2024, up from 425 in Q3 2024.
  • Funds reported $3.22B of Vanguard Mega Cap 300 Index ETF stock for Q4 2024, up 4.1% quarter-over-quarter.
  • 69 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q4 2024 and 24 closed out, a net change of +45 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q4 2024 was Wells Fargo, an estimated $19.9M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q4 2024 was JP Morgan Chase, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2024.