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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
Bank of America
1
Bank of America
North Carolina
$313M +$17.1M +91,013 +6%
Morgan Stanley
2
Morgan Stanley
New York
$124M -$5.47M -29,062 -4%
NYLIM
3
New York Life Investment Management
New York
$119M +$10.1M +53,817 +10%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$96.6M -$1.81M -9,617 -2%
Ameriprise
5
Ameriprise
Minnesota
$95.9M +$7.88M +41,910 +9%
Wells Fargo
6
Wells Fargo
California
$91.5M +$5.71M +30,340 +7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$88.8M +$247K +1,315 +0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$87.6M +$578K +3,073 +0.7%
LIM
9
Leavell Investment Management
Alabama
$85.2M +$2.83M +15,031 +4%
CB
10
Cadence Bank
Mississippi
$83.6M -$281K -1,494 -0.4%
AC
11
Apella Capital
Connecticut
$77.8M +$12M +63,894 +20%
UBS Group
12
UBS Group
Switzerland
$75.2M -$862K -4,581 -1%
LPL Financial
13
LPL Financial
California
$73.2M +$3.95M +21,026 +6%
Truist Financial
14
Truist Financial
North Carolina
$62.9M -$1.52M -8,096 -2%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$57.5M -$3.61M -19,197 -6%
VFP
16
Verus Financial Partners
Virginia
$43.9M -$134K -712 -0.3%
CFGS
17
Concourse Financial Group Securities
Alabama
$41.4M +$520K +2,764 +1%
SWRP
18
Summit Wealth & Retirement Planning
California
$36.6M +$167K +888 +0.5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$36.5M +$949K +5,044 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$35.9M -$128K -682 -0.4%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$35.6M +$1.13M +6,004 +3%
OCM
22
One Capital Management
California
$34.7M +$2.1M +11,181 +7%
BCI
23
Brinker Capital Investments
Pennsylvania
$34.7M -$1.56M -8,312 -5%
OPS
24
Orion Portfolio Solutions
Nebraska
$34.7M -$1.56M -8,312 -5%
IC
25
IEQ Capital
California
$33.7M -$324K -1,725 -1%
1
2 3 4 5

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.