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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
BL
451
BFSG LLC
California
$4.03K
BGWM
452
Bridge Generations Wealth Management
Florida
$1.01K
PWMG
453
Private Wealth Management Group
New Jersey
$605
NSG
454
Nalls Sherbakoff Group
Tennessee
$418 +$426 +2 New
OSNBOA
455
Old Second National Bank of Aurora
Illinois
$201
CFGS
456
Concourse Financial Group Securities
Alabama
-$45.9M -208,889 Closed
EAM
457
Empirical Asset Management
Massachusetts
-$55.5K -33,880 Closed
KIM
458
Kestra Investment Management
Texas
-$6.37M -29,948 Closed
LWL
459
Leo Wealth LLC
Texas
-$3.08M -14,479 Closed
VW
460
Veridan Wealth
Oregon
-$2.97M -13,700 Closed
MGIA
461
Matthew Goff Investment Advisor
Texas
-$2.4M -11,272 Closed
Lazard Asset Management
462
Lazard Asset Management
New York
-$2.19M -10,275 Closed
MCA
463
Midwest Capital Advisors
Michigan
-$762K -3,581 Closed
KC
464
Knuff & Co
California
-$754K -3,545 Closed
IAA
465
Independent Advisor Alliance
North Carolina
-$638K -3,000 Closed
LRWM
466
Lord & Richards Wealth Management
Colorado
-$535K -2,517 Closed
FGA
467
Fortis Group Advisors
New Jersey
-$409K -1,922 Closed
OWM
468
Opes Wealth Management
California
-$323K -1,519 Closed
BAM
469
Belpointe Asset Management
Nevada
-$279K -1,376 Closed
FAIM
470
Financial Advocates Investment Management
Washington
-$293K -1,376 Closed
LSIA
471
LaSalle St. Investment Advisors
Illinois
-$287K -1,352 Closed
JIC
472
Johnson Investment Counsel
Ohio
-$245K -1,151 Closed
NL
473
NWAM LLC
Washington
-$212K -995 Closed
GF
474
Gries Financial
Ohio
-$210K -988 Closed
BFG
475
Bleakley Financial Group
New Jersey
-$209K -982 Closed

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.