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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
MA
176
MJP Associates
Connecticut
$1.16M +$3.79K +19 +0.3%
SEM
177
Strategic Equity Management
Arizona
$1.15M -$21.9K -110 -2%
AA
178
Ancora Advisors
Ohio
$1.13M -$29.9K -150 -3%
RF
179
RHS Financial
California
$1.12M +$1.08M +5,436 New
TA
180
TrueWealth Advisors
Alabama
$1.08M -$27.3K -137 -3%
CCWM
181
Cassaday & Co Wealth Management
Virginia
$1.08M +$139K +697 +15%
Vanguard Group
182
Vanguard Group
Pennsylvania
$1.07M +$33.7K +169 +3%
ML
183
McAdam LLC
Pennsylvania
$1.06M -$118K -593 -10%
MFGM
184
Marshall Financial Group (Maryland)
Maryland
$1.04M -$510K -2,556 -34%
VNA
185
Valley National Advisers
Pennsylvania
$1.03M – – –
VWM
186
Venturi Wealth Management
Texas
$1.01M – – –
ANTB
187
AMG National Trust Bank
Colorado
$970K -$51.9K -260 -5%
NS
188
NBC Securities
Alabama
$968K +$131K +655 +16%
FSA
189
Fort Sheridan Advisors
Illinois
$951K +$106K +533 +13%
MWM
190
Merriman Wealth Management
Washington
$945K – – –
GC
191
Gibson Capital
Pennsylvania
$942K – – –
WIA
192
World Investment Advisors
California
$930K -$59.5K -298 -6%
JWA
193
JFS Wealth Advisors
Pennsylvania
$926K +$7.58K +38 +0.9%
ACM
194
AlphaStar Capital Management
North Carolina
$911K +$880K +4,410 New
BFA
195
Beaumont Financial Advisors
Massachusetts
$877K +$798 +4 +0.1%
AC
196
Avestar Capital
New York
$874K +$59.7K +299 +8%
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$868K – – –
FGA
198
Fortis Group Advisors
New Jersey
$824K +$30.5K +153 +4%
SBIA
199
Sheaff Brock Investment Advisors
Indiana
$816K – – –
SWM
200
Spire Wealth Management
Virginia
$808K -$753K -3,776 -49%
6 7
8
9 10

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.