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Vanguard Mega Cap 300 Index ETF

493 hedge funds and large institutions have $4.7B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

39% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 132

27% more capital invested

Capital invested by funds: $3.71B → $4.7B (+$986M)

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

5.5% more ownership

Funds ownership: 51.71%57.21% (+5.5%)

4% more funds holding

Funds holding: 474493 (+19)

Holders
493
Holders Change
+19
Holders Change %
+4.01%
% of All Funds
6.47%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.31%
New
49
Increased
184
Reduced
132
Closed
24
Calls
$464K
Puts
Net Calls
+$464K
Net Calls Change
+$464K
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
226
Royal Fund Management
Florida
$959K -$105K -448 -10%
CCA
227
Checchi Capital Advisers
California
$954K -$56.1K -240 -6%
WFA
228
West Financial Advisors
Iowa
$910K
PTC
229
Private Trust Company
Ohio
$903K +$936 +4 +0.1%
MFG
230
Merit Financial Group
Georgia
$899K +$439K +1,876 +104%
RA
231
RFG Advisory
Alabama
$898K -$1.26M -5,374 -59%
SAM
232
Smartleaf Asset Management
Massachusetts
$897K -$19.4K -83 -2%
PFG
233
Prospect Financial Group
Virginia
$864K -$21.1K -90 -2%
IWC
234
Integrated Wealth Concepts
Massachusetts
$861K -$296K -1,264 -26%
ATI
235
ARK & TLK Investments
Oklahoma
$860K
FTS
236
Fifth Third Securities
Ohio
$854K -$28.1K -120 -3%
FPGK
237
Financial Partners Group (Kansas)
Kansas
$854K
Comerica Bank
238
Comerica Bank
Texas
$853K +$6.78K +29 +0.8%
MWM
239
Mission Wealth Management
California
$847K
HWM
240
HRC Wealth Management
Idaho
$827K +$42.6K +182 +6%
WA
241
Whipplewood Advisors
Colorado
$825K -$16.6K -71 -2%
MWM
242
Maridea Wealth Management
New York
$823K +$15.2K +65 +2%
PCA
243
Prosperity Capital Advisors
Ohio
$812K +$45.4K +194 +6%
BWM
244
BAM Wealth Management
Colorado
$806K +$773K +3,304 New
WIA
245
World Investment Advisors
California
$788K -$72K -308 -9%
SSWM
246
Sheets Smith Wealth Management
North Carolina
$781K
RWM
247
Riverchase Wealth Management
Texas
$780K
SF
248
Summit Financial
New Jersey
$762K +$730K +3,123 New
GWMR
249
GC Wealth Management RIA
Massachusetts
$759K +$249K +1,064 +52%
NCM
250
Northwest Capital Management
Oregon
$758K -$103K -440 -12%

MGC Hedge Fund Activity: Q3 2025 in Review

493 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2025, worth a combined $4.7B — up 27% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MGC positions and 24 closed out — a net gain of 25 holders — while 184 added to existing stakes and 132 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $200M. The largest seller was Apella Capital, cutting an estimated $9.07M.

  • 493 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2025, up from 474 in Q2 2025.
  • Funds reported $4.7B of Vanguard Mega Cap 300 Index ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 49 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2025 and 24 closed out, a net change of +25 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $200M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2025 was Apella Capital, an estimated $9.07M sold.

Based on aggregated 13F filings for Q3 2025.