Vanguard Mega Cap 300 Index ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$50M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$16.5M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
+$13.3M |
| 4 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$12.3M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$140M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.2M |
| 3 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$9.58M |
| 4 |
JP Morgan Chase
New York
|
-$7.56M |
| 5 |
SFS
Security Financial Services
Fort Wayne,
Indiana
|
-$6.87M |
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.