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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
0.32%
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
FWTB
401
First Western Trust Bank
Colorado
$234K
OBWG
402
Onyx Bridge Wealth Group
New York
$233K
CW
403
Curio Wealth
Maryland
$229K
JIC
404
Johnson Investment Counsel
Ohio
$229K -$4.68K -20 -2%
GOCP
405
Great Oak Capital Partners
Massachusetts
$228K +$468 +2 +0.2%
BIG
406
Brookwood Investment Group
Arizona
$227K -$5.85K -25 -3%
TWG
407
The Wealth Group
Minnesota
$226K -$81.6K -349 -27%
RFP
408
Root Financial Partners
California
$225K -$77.9K -333 -27%
WANY
409
Wealthspire Advisors (New York)
New York
$225K
RFN
410
Redwood Financial Network
Ohio
$224K +$215K +919 New
MWM
411
Modern Wealth Management
Kansas
$218K -$6.78K -29 -3%
SL
412
Salomon & Ludwin
Virginia
$211K
MFA
413
Mayflower Financial Advisors
Massachusetts
$205K +$196K +840 New
LPT
414
Legacy Private Trust
Wisconsin
$204K +$195K +835 New
CBA
415
Coastal Bridge Advisors
Connecticut
$201K +$192K +823 New
VFA
416
Valeo Financial Advisors
Indiana
$201K +$192K +822 New
OC
417
Oakworth Capital
Alabama
$199K
PGAM
418
Princeton Global Asset Management
New Jersey
$195K
OA
419
Operose Advisors
Wisconsin
$181K
AAG
420
Armstrong Advisory Group
Massachusetts
$176K
LFG
421
Larson Financial Group
Missouri
$165K +$11.9K +51 +8%
GSWM
422
Golden State Wealth Management
California
$151K +$234 +1 +0.2%
Qube Research & Technologies (QRT)
423
Qube Research & Technologies (QRT)
United Kingdom
$151K +$52.2K +223 +56%
AIC
424
Archer Investment Corporation
Indiana
$142K +$39.8K +170 +41%
WFA
425
Wells Financial Advisors
Massachusetts
$134K

MGC Hedge Fund Activity: Q3 2025 in Review

493 of the 7,619 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.