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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
Bank of America
1
Bank of America
North Carolina
$341M -$1.13M -5,318 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$136M +$2.18M +10,263 +2%
Wells Fargo
3
Wells Fargo
California
$118M +$19.9M +93,556 +20%
NYLIM
4
New York Life Investment Management
New York
$114M +$3.62M +17,030 +3%
Ameriprise
5
Ameriprise
Minnesota
$112M +$4.1M +19,281 +4%
WCWM
6
Wooster Corthell Wealth Management
Connecticut
$100M -$3.21M -15,116 -3%
LIM
7
Leavell Investment Management
Alabama
$100M +$3.19M +15,008 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$93.3M -$2.63M -12,373 -3%
LPL Financial
9
LPL Financial
California
$91.3M +$10.9M +51,072 +13%
CB
10
Cadence Bank
Mississippi
$90.3M +$735K +3,458 +0.8%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$87.3M +$1.64M +7,712 +2%
AC
12
Apella Capital
Connecticut
$86.6M -$7.24M -34,073 -8%
UBS Group
13
UBS Group
Switzerland
$78.4M -$3.56M -16,729 -4%
Raymond James Financial
14
Raymond James Financial
Florida
$65.4M +$65.3M +307,373 New
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$49M -$12M -56,614 -20%
Truist Financial
16
Truist Financial
North Carolina
$48.6M +$2.31M +10,881 +5%
SWRP
17
Summit Wealth & Retirement Planning
California
$47.6M +$8.2M +38,563 +21%
CFGS
18
Concourse Financial Group Securities
Alabama
$45.9M +$101K +477 +0.2%
VFP
19
Verus Financial Partners
Virginia
$45.5M -$1.62M -7,598 -3%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$42.1M +$109K +513 +0.3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$41.8M +$697K +3,280 +2%
OCM
22
One Capital Management
California
$41.4M -$1.01M -4,760 -2%
IC
23
IEQ Capital
California
$35.3M -$753K -3,544 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$34M -$375K -1,765 -1%
BCI
25
Brinker Capital Investments
Pennsylvania
$33.7M -$3M -14,124 -8%
1
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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.