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Vanguard Mega Cap 300 Index ETF

454 hedge funds and large institutions have $3.06B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 164 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 139

0.11% more ownership

Funds ownership: 49.78%49.89% (+0.11%)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

1% less funds holding

Funds holding: 460454 (-6)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5% less capital invested

Capital invested by funds: $3.22B → $3.06B (-$162M)

Holders
454
Holders Change
-6
Holders Change %
-1.3%
% of All Funds
6.09%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.28%
New
37
Increased
164
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
376
Summit Asset Management
Tennessee
$211K
AWM
377
AE Wealth Management
Kansas
$211K -$99.9K -469 -31%
Lido Advisors
378
Lido Advisors
California
$210K +$222K +1,041 New
MWM
379
Modern Wealth Management
Kansas
$209K +$1.06K +5 +0.5%
PGFC
380
Peapack-Gladstone Financial Corp
New Jersey
$206K
WF
381
Warner Financial
Maryland
$206K +$639 +3 +0.3%
GSEP
382
Golden State Equity Partners
California
$206K
EWA
383
EP Wealth Advisors
California
$204K
SXL
384
Summit X LLC
Missouri
$201K -$19.8K -93 -9%
GT
385
Glenmede Trust
Pennsylvania
$197K
TRCT
386
Tower Research Capital (TRC)
New York
$192K +$203K +951 +95,100%
SHIM
387
Stone House Investment Management
Pennsylvania
$176K +$186K +875 New
SL
388
Salomon & Ludwin
Virginia
$173K
Qube Research & Technologies (QRT)
389
Qube Research & Technologies (QRT)
United Kingdom
$166K +$50.3K +236 +40%
OC
390
Oakworth Capital
Alabama
$165K
PGAM
391
Princeton Global Asset Management
New Jersey
$161K
BCMLT
392
Beacon Capital Management LLC (Tennessee)
Tennessee
$158K +$213 +1 +0.1%
AAG
393
Armstrong Advisory Group
Massachusetts
$153K
OA
394
Operose Advisors
Wisconsin
$149K
LFG
395
Larson Financial Group
Missouri
$126K +$32.2K +151 +32%
WFA
396
Wells Financial Advisors
Massachusetts
$111K
HWA
397
Heritage Wealth Advisors
Virginia
$106K +$112K +526 New
FC
398
Fairscale Capital
New Hampshire
$99.7K
CIA
399
Cape Investment Advisory
Georgia
$98.9K -$11.5K -54 -10%
Citigroup
400
Citigroup
New York
$93K +$98.4K +462 New

MGC Hedge Fund Activity: Q1 2025 in Review

454 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2025, worth a combined $3.06B — down 5% from $3.22B a quarter earlier.

Fund positioning in MGC was balanced in Q1 2025: 37 funds opened new positions, 37 closed out, 164 added to existing stakes and 139 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $38.1M. The largest seller was Apella Capital, cutting an estimated $17.9M.

  • 454 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2025, down from 460 in Q4 2024.
  • Funds reported $3.06B of Vanguard Mega Cap 300 Index ETF stock for Q1 2025, down 5% quarter-over-quarter.
  • 37 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2025 and 37 closed out, a net change of 0 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $38.1M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2025 was Apella Capital, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2025.