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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
ANTB
201
AMG National Trust Bank
Colorado
$954K -$44.6K -210 -4%
AC
202
Avestar Capital
New York
$942K +$42.1K +198 +5%
WFAG
203
Wescott Financial Advisory Group
Pennsylvania
$939K -$374K -1,760 -28%
BFA
204
Beaumont Financial Advisors
Massachusetts
$925K +$23K +108 +3%
CCA
205
Checchi Capital Advisers
California
$920K -$405K -1,903 -31%
PCM
206
Parsons Capital Management
Rhode Island
$908K +$105K +495 +13%
Pathstone Holdings
207
Pathstone Holdings
New Jersey
$893K – – –
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$879K +$434K +2,044 +98%
MWM
209
Merriman Wealth Management
Washington
$866K -$107K -503 -11%
AQR Capital Management
210
AQR Capital Management
Connecticut
$863K +$98.4K +463 +13%
SBIA
211
Sheaff Brock Investment Advisors
Indiana
$839K – – –
SWM
212
Spire Wealth Management
Virginia
$822K -$9.14K -43 -1%
PFG
213
Prospect Financial Group
Virginia
$801K +$801K +3,767 New
WFA
214
West Financial Advisors
Iowa
$793K -$14.9K -70 -2%
SWM
215
Sugarloaf Wealth Management
Georgia
$791K +$2.13K +10 +0.3%
SCM
216
SOL Capital Management
Maryland
$791K +$106K +500 +16%
DADC
217
D.A. Davidson & Co
Montana
$786K +$76.1K +358 +11%
FTS
218
Fifth Third Securities
Ohio
$777K -$49.5K -233 -6%
MCA
219
Midwest Capital Advisors
Michigan
$762K +$761K +3,581 New
WFS
220
WealthGarden F.S.
California
$756K +$2.13K +10 +0.3%
KC
221
Knuff & Co
California
$754K -$10.6K -50 -1%
OAS
222
Optivise Advisory Services
Tennessee
$752K -$1.96M -9,207 -72%
ATI
223
ARK & TLK Investments
Oklahoma
$750K – – –
FPGK
224
Financial Partners Group (Kansas)
Kansas
$739K +$195K +916 +36%
CFG
225
CMC Financial Group
Georgia
$720K – – –
7 8
9
10 11

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.