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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 %
PS
351
Principal Securities
Iowa
$256K – – –
MW
352
Maia Wealth
Colorado
$249K +$779 +4 +0.3%
GSIAS
353
Garden State Investment Advisory Services
New Jersey
$245K +$202 +1 +0.1%
BFA
354
Brown Financial Advisory
Alabama
$241K +$241K +1,198 New
IFWM
355
Institute for Wealth Management
Colorado
$241K +$403 +2 +0.2%
MMA
356
Miracle Mile Advisors
California
$240K +$240K +1,194 New
NWMG
357
National Wealth Management Group
Ohio
$236K -$3.63K -18 -2%
PWM
358
Prosperity Wealth Management
California
$229K +$12.7K +63 +6%
ACI
359
Alpha Cubed Investments
California
$228K -$39.3K -195 -15%
HSWM
360
Hubbell Strickland Wealth Management
Louisiana
$222K +$604 +3 +0.3%
DTC
361
Davidson Trust Company
Washington
$220K – – –
DIA
362
Davidson Investment Advisors
Montana
$220K – – –
HCM
363
Hollencrest Capital Management
California
$220K – – –
CFG
364
CMC Financial Group
Georgia
$218K -$464K -2,303 -68%
VCM
365
Virtue Capital Management
Tennessee
$215K +$215K +1,067 New
CW
366
Curio Wealth
Maryland
$214K -$26.7M -998 -99%
CFD
367
Creative Financial Designs
Indiana
$213K -$62.2K -309 -23%
SIA
368
Soltis Investment Advisors
Utah
$212K -$4.83K -24 -2%
FFN
369
Focus Financial Network
Minnesota
$212K -$142K -705 -40%
SAM
370
Summit Asset Management
Tennessee
$211K – – –
AWM
371
AE Wealth Management
Kansas
$211K -$94.4K -469 -31%
Lido Advisors
372
Lido Advisors
California
$210K +$210K +1,041 New
MWM
373
Modern Wealth Management
Kansas
$209K +$1.01K +5 +0.5%
PGFC
374
Peapack-Gladstone Financial Corp
New Jersey
$206K – – –
WF
375
Warner Financial
Maryland
$206K +$604 +3 +0.3%
13 14
15
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