Vanguard Morningstar Mega Cap ETF
460 hedge funds and large institutions have $3.22B invested in Vanguard Morningstar Mega Cap ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 24 closing their positions.
179% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 24
8% more funds holding
Funds holding: 427 → 460 (+33)
5% more funds holding in top 10
Funds holding in top 10: 21 → 22 (+1)
5% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 143
4% more capital invested
Capital invested by funds: $3.1B → $3.22B (+$119M)
0.39% less ownership
Funds ownership: 50.17% → 49.78% (-0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$19.9M |
| 2 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$14.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$13.7M |
| 4 |
Two Sigma Investments
New York
|
+$11.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$23.7M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$21.4M |
| 3 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$20M |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$12M |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$7.28M |
MGC Hedge Fund Activity: Q4 2024 in Review
460 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q4 2024, worth a combined $3.22B — up 3.8% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new MGC positions and 24 closed out — a net gain of 43 holders — while 150 added to existing stakes and 143 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 Morningstar Mega Cap ETF (MGC) as of Q4 2024, up from 427 in Q3 2024.
- Funds reported $3.22B of Vanguard Morningstar Mega Cap ETF stock for Q4 2024, up 3.8% quarter-over-quarter.
- 67 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q4 2024 and 24 closed out, a net change of +43 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q4 2024 was Wells Fargo, an estimated $19.9M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q4 2024 was JP Morgan Chase, an estimated $23.7M sold.
Based on aggregated 13F filings for Q4 2024.