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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

447 hedge funds and large institutions have $3.04B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-8
Holders Change %
-1.76%
% of All Funds
6.07%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
36
Increased
161
Reduced
137
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$55M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$105M
4
AG
Ascent Group
Virginia
$13.8M
5
UBS Group
UBS Group
Switzerland
$87M

Top Sellers

1
CW
Curio Wealth
Maryland
$214K
2
Morgan Stanley
Morgan Stanley
New York
$113M
3
AC
Apella Capital
Connecticut
$63.6M
4
Ameriprise
Ameriprise
Minnesota
$90.7M
5
GM
GeoWealth Management
Illinois
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
FOR
251
Family Office Research
Maryland
$568K -$42.5K -211 -7%
SPW
252
Sonoma Private Wealth
California
$567K -$57K -283 -9%
GWM
253
Geneos Wealth Management
Colorado
$565K +$358K +1,778 +173%
CCMG
254
Clark Capital Management Group
Pennsylvania
$562K +$562K +2,792 New
PCA
255
Prosperity Capital Advisors
Ohio
$554K -$726K -3,587 -57%
BPA
256
Beacon Pointe Advisors
California
$552K +$269K +1,336 +95%
OAS
257
Optivise Advisory Services
Tennessee
$538K -$174K -865 -24%
MWM
258
Maridea Wealth Management
New York
$535K -$113K -559 -17%
BCA
259
Bay Capital Advisors
Virginia
$535K +$5.84K +29 +1%
CF
260
Centaurus Financial
California
$533K +$6.25K +31 +1%
ASN
261
Advisory Services Network
Georgia
$533K -$55.8K -277 -9%
SMC
262
Smith, Moore & Co
Missouri
$523K +$201 +1 +0%
FCBT
263
First Citizens Bank & Trust
North Carolina
$523K -$9.67K -48 -2%
CJ
264
Caitlin John
Michigan
$519K -$806 -4 -0.2%
PSF
265
Pacific Sun Financial
California
$518K +$6.04K +30 +1%
PFA
266
Pathway Financial Advisors
Vermont
$515K – – –
B
267
Bailard
California
$513K – – –
CP
268
Capital Planning
Washington
$505K – – –
NRC
269
New Republic Capital
North Carolina
$502K – – –
MWA
270
Meridian Wealth Advisors
Texas
$501K – – –
FCA
271
FLC Capital Advisors
California
$499K – – –
C1AG
272
Client 1st Advisory Group
Florida
$490K -$9.06K -45 -2%
BWA
273
BCU Wealth Advisors
Illinois
$482K +$1.01K +5 +0.2%
William Blair & Company
274
William Blair & Company
Illinois
$478K +$9.06K +45 +2%
MFGM
275
Marshall Financial Group (Maryland)
Maryland
$477K -$76.5K -380 -14%
9 10
11
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