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Vanguard Mega Cap 300 Index ETF
MGC

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
409
Holders Change
+31
Holders Change %
+8.2%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
54
Increased
135
Reduced
118
Closed
17
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
GAA
Global Assets Advisory
Florida
+$50M
2
OCM
One Capital Management
California
+$16.5M
3
NYLIM
New York Life Investment Management
New York
+$13.3M
4
AC
Apella Capital
Connecticut
+$12.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$140M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.2M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$9.58M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.56M
5
SFS
Security Financial Services
Indiana
-$6.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$280M +$1.03M +5,771 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$123M -$140M -785,978 -54%
NYLIM
3
New York Life Investment Management
New York
$102M +$13.3M +74,763 +16%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$93.3M -$3.09M -17,315 -3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$83.9M +$2.03M +11,366 +3%
Ameriprise
6
Ameriprise
Minnesota
$83.1M +$2.64M +14,791 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$82.4M -$11.2M -62,633 -12%
Wells Fargo
8
Wells Fargo
California
$81M +$4.66M +26,112 +6%
CB
9
Cadence Bank
Mississippi
$79.5M +$553K +3,101 +0.7%
LIM
10
Leavell Investment Management
Alabama
$77.7M +$2.92M +16,349 +4%
UBS Group
11
UBS Group
Switzerland
$72.1M +$4.67M +26,197 +7%
LPL Financial
12
LPL Financial
California
$65.4M +$3.58M +20,088 +6%
Truist Financial
13
Truist Financial
North Carolina
$61.1M -$226K -1,268 -0.4%
AC
14
Apella Capital
Connecticut
$59.4M +$12.3M +69,092 +28%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$58M -$532K -2,981 -1%
VFP
16
Verus Financial Partners
Virginia
$41.7M -$175K -979 -0.4%
CFGS
17
Concourse Financial Group Securities
Alabama
$38.6M -$75.1K -421 -0.2%
SWRP
18
Summit Wealth & Retirement Planning
California
$34.5M +$746K +4,185 +2%
BCI
19
Brinker Capital Investments
Pennsylvania
$34.4M -$265K -1,484 -0.8%
OPS
20
Orion Portfolio Solutions
Nebraska
$34.4M -$265K -1,484 -0.8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$34.1M +$434K +2,433 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$33.6M +$966K +5,415 +3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$32.6M +$3.59M +20,129 +13%
IC
24
IEQ Capital
California
$32.2M +$138K +776 +0.5%
OCM
25
One Capital Management
California
$30.8M +$16.5M +92,595 +128%
1
2 3 4 5

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.