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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
AC
201
Avestar Capital
New York
$776K +$46.5K +247 +7%
FGA
202
Fortis Group Advisors
New Jersey
$756K +$8.09K +43 +1%
WFA
203
West Financial Advisors
Iowa
$755K – – –
KC
204
Knuff & Co
California
$739K +$705K +3,747 New
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$730K +$68.8K +366 +11%
SWM
206
Sugarloaf Wealth Management
Georgia
$728K – – –
SPW
207
Sonoma Private Wealth
California
$718K – – –
PCM
208
Parsons Capital Management
Rhode Island
$717K +$218K +1,159 +47%
ASFA
209
All Season Financial Advisors
Colorado
$707K -$69.2K -368 -9%
ATI
210
ARK & TLK Investments
Oklahoma
$695K – – –
WFS
211
WealthGarden F.S.
California
$695K +$663K +3,525 New
WBG
212
Wharton Business Group
Pennsylvania
$673K +$641K +3,410 New
CFG
213
CMC Financial Group
Georgia
$668K -$1.02M -5,447 -62%
SWP
214
Stratos Wealth Partners
Ohio
$664K +$129K +684 +26%
SSB
215
Sandy Spring Bank
Maryland
$659K +$108K +575 +21%
DADC
216
D.A. Davidson & Co
Montana
$656K +$1.5K +8 +0.2%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$651K +$18.8K +100 +3%
MCM
218
MAI Capital Management
Ohio
$650K +$186K +988 +43%
SCM
219
SOL Capital Management
Maryland
$635K +$4.7K +25 +0.8%
OAS
220
Optivise Advisory Services
Tennessee
$630K +$601K +3,195 New
EFG
221
Embree Financial Group
Illinois
$605K – – –
OIA
222
OneDigital Investment Advisors
Kansas
$587K +$273K +1,453 +95%
SF
223
Synovus Financial
Georgia
$583K +$5.64K +30 +1%
MAV
224
Mason & Associates (Virginia)
Virginia
$578K +$551K +2,929 New
MFWP
225
Mosaic Family Wealth Partners
Missouri
$578K – – –
7 8
9
10 11

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.