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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
Bank of America
1
Bank of America
North Carolina
$333M +$4.5M +22,532 +1%
Morgan Stanley
2
Morgan Stanley
New York
$130M -$14K -70 -0%
NYLIM
3
New York Life Investment Management
New York
$107M -$16.4M -82,096 -14%
Ameriprise
4
Ameriprise
Minnesota
$105M +$4.59M +22,999 +5%
WCWM
5
Wooster Corthell Wealth Management
Connecticut
$101M -$521K -2,609 -0.5%
Wells Fargo
6
Wells Fargo
California
$95.2M -$655K -3,281 -0.7%
LIM
7
Leavell Investment Management
Alabama
$94M +$4.87M +24,393 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$93.2M +$1.48M +7,398 +2%
AC
9
Apella Capital
Connecticut
$90.2M +$11.4M +56,991 +15%
CB
10
Cadence Bank
Mississippi
$87.1M -$473K -2,373 -0.6%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$83.3M -$9.45M -47,338 -11%
UBS Group
12
UBS Group
Switzerland
$79.6M +$849K +4,257 +1%
LPL Financial
13
LPL Financial
California
$78.2M +$1.44M +7,225 +2%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$59.3M -$914K -4,581 -2%
VFP
15
Verus Financial Partners
Virginia
$45.7M +$164K +822 +0.4%
Truist Financial
16
Truist Financial
North Carolina
$45M -$20.1M -100,885 -32%
CFGS
17
Concourse Financial Group Securities
Alabama
$43.1M -$184K -921 -0.4%
OCM
18
One Capital Management
California
$41.2M +$4.65M +23,315 +13%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$40.8M +$19.6M +97,999 +98%
MFIM
20
Mesirow Financial Investment Management
Illinois
$40.7M +$19.7M +98,974 +101%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$40M +$1.72M +8,613 +5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$39.1M +$1.49M +7,492 +4%
SWRP
23
Summit Wealth & Retirement Planning
California
$38.3M +$16.4K +82 +0%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$36.7M -$620K -3,106 -2%
BCI
25
Brinker Capital Investments
Pennsylvania
$35.7M -$614K -3,079 -2%

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.