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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

462 hedge funds and large institutions have $3.68B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 154 reducing their positions, and 20 closing their positions.

Holders
462
Holders Change
+15
Holders Change %
+3.36%
% of All Funds
6.2%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.27%
New
44
Increased
132
Reduced
154
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$107M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$194M
3
Raymond James Financial
3
Raymond James Financial
Florida
$90.2M
4
PWM
4
Praetorian Wealth Management
California
$19.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$20.7M

Top Sellers

1
WA
1
Waterford Advisors
New York
$5.45M
2
AUB
2
Atlantic Union Bankshares
Virginia
$1.22M
3
AIS
3
American Investment Services
Massachusetts
$0
4
GVAG
4
Great Valley Advisor Group
Delaware
$1.49M
5
BMM
5
Berkshire Money Management
Massachusetts
$120K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$354M 1,575,618 -4,602 -0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$194M 863,882 +341,492 +65%
Morgan Stanley
3
Morgan Stanley
New York
$133M 592,740 +34,023 +6%
Wells Fargo
4
Wells Fargo
California
$132M 587,587 -7,131 -1%
NYLIM
5
New York Life Investment Management
New York
$130M 576,611 +76,736 +15%
LIM
6
Leavell Investment Management
Alabama
$111M 494,163 +13,201 +3%
WCWM
7
Wooster Corthell Wealth Management
Connecticut
$108M 481,051 +6,801 +1%
UBS Group
8
UBS Group
Switzerland
$107M 477,698 +45,482 +11%
RIG
9
RiverFront Investment Group
Virginia
$107M 476,135 +474,578 +30,480%
LPL Financial
10
LPL Financial
California
$105M 467,196 +26,973 +6%
Ameriprise
11
Ameriprise
Minnesota
$96M 427,145 -22,997 -5%
CB
12
Cadence Bank
Mississippi
$95.2M 423,464 -2,977 -0.7%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$93.6M 415,956 -939 -0.2%
Raymond James Financial
14
Raymond James Financial
Florida
$90.2M 401,214 +96,754 +32%
AC
15
Apella Capital
Connecticut
$73.9M 327,444 +4,140 +1%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$61.3M 272,675 +71,956 +36%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$60.9M 270,624 -2,308 -0.8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$48.6M 216,068 +72,702 +51%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$48.5M 215,563 +46,275 +27%
SWRP
20
Summit Wealth & Retirement Planning
California
$48.3M 214,932 +333 +0.2%
VFP
21
Verus Financial Partners
Virginia
$47.2M 208,041 -1,666 -0.8%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$46.8M 208,204 +6,922 +3%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$44.5M 197,881 -2,851 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$43.7M 194,427 +127 +0.1%
Truist Financial
25
Truist Financial
North Carolina
$43M 190,959 +10,471 +6%
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