We are live on ! Find out more
MGC icon

Vanguard Mega Cap 300 Index ETF

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: 2021 (+1)

1% more funds holding

Funds holding: 421425 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
201
Fifth Third Securities
Ohio
$803K -$34.1K -171 -4%
WFA
202
West Financial Advisors
Iowa
$785K -$5.39K -27 -0.7%
PCM
203
Parsons Capital Management
Rhode Island
$780K +$27.9K +140 +4%
SWM
204
Sugarloaf Wealth Management
Georgia
$767K +$3.99K +20 +0.5%
SPW
205
Sonoma Private Wealth
California
$752K
KC
206
Knuff & Co
California
$743K -$30.3K -152 -4%
AQR Capital Management
207
AQR Capital Management
Connecticut
$743K +$165K +827 +30%
WFS
208
WealthGarden F.S.
California
$733K +$4.39K +22 +0.6%
ATI
209
ARK & TLK Investments
Oklahoma
$728K
KWA
210
Kingswood Wealth Advisors
California
$724K +$699K +3,503 New
DAS
211
Dynamic Advisor Solutions
Arizona
$707K -$1.18M -5,933 -63%
CFG
212
CMC Financial Group
Georgia
$699K
SSB
213
Sandy Spring Bank
Maryland
$690K
DADC
214
D.A. Davidson & Co
Montana
$690K +$3.39K +17 +0.5%
ASFA
215
All Season Financial Advisors
Colorado
$684K -$53.9K -270 -8%
SSWM
216
Sheets Smith Wealth Management
North Carolina
$682K
SCM
217
SOL Capital Management
Maryland
$666K
IWC
218
Integrated Wealth Concepts
Massachusetts
$665K +$71.8K +360 +13%
OIA
219
OneDigital Investment Advisors
Kansas
$640K +$24.1K +121 +4%
PFPT
220
Pinnacle Financial Partners (Tennessee)
Tennessee
$640K +$94.8K +475 +18%
EFG
221
Embree Financial Group
Illinois
$633K
MFWP
222
Mosaic Family Wealth Partners
Missouri
$605K
CIA
223
Concurrent Investment Advisors
Florida
$597K +$577K +2,890 New
MAV
224
Mason & Associates (Virginia)
Virginia
$597K -$8.38K -42 -1%
GP
225
Greenline Partners
New York
$595K

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.