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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
+$36M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$29.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.8M
4
AG
Ascent Group
Virginia
+$13.8M
5
UBS Group
UBS Group
Switzerland
+$12.8M

Top Sellers

1
CW
Curio Wealth
Maryland
-$26.7M
2
Morgan Stanley
Morgan Stanley
New York
-$16.5M
3
AC
Apella Capital
Connecticut
-$16.5M
4
Ameriprise
Ameriprise
Minnesota
-$15.8M
5
GM
GeoWealth Management
Illinois
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
451
Kestra Investment Management
Texas
– -$6.37M -29,948 Closed
LWL
452
Leo Wealth LLC
Texas
– -$3.08M -14,479 Closed
VW
453
Veridan Wealth
Oregon
– -$2.97M -13,700 Closed
MGIA
454
Matthew Goff Investment Advisor
Texas
– -$2.4M -11,272 Closed
Lazard Asset Management
455
Lazard Asset Management
New York
– -$2.19M -10,275 Closed
MCA
456
Midwest Capital Advisors
Michigan
– -$762K -3,581 Closed
KC
457
Knuff & Co
California
– -$754K -3,545 Closed
IAA
458
Independent Advisor Alliance
North Carolina
– -$638K -3,000 Closed
LRWM
459
Lord & Richards Wealth Management
Colorado
– -$535K -2,517 Closed
FGA
460
Fortis Group Advisors
New Jersey
– -$409K -1,922 Closed
OWM
461
Opes Wealth Management
California
– -$323K -1,519 Closed
BAM
462
Belpointe Asset Management
Nevada
– -$279K -1,376 Closed
FAIM
463
Financial Advocates Investment Management
Washington
– -$293K -1,376 Closed
LSIA
464
LaSalle St. Investment Advisors
Illinois
– -$287K -1,352 Closed
JIC
465
Johnson Investment Counsel
Ohio
– -$245K -1,151 Closed
NL
466
NWAM LLC
Washington
– -$212K -995 Closed
GF
467
Gries Financial
Ohio
– -$210K -988 Closed
BFG
468
Bleakley Financial Group
New Jersey
– -$209K -982 Closed
RPGK
469
Retirement Planning Group (Kansas)
Kansas
– -$208K -977 Closed
WC
470
Waterloo Capital
Texas
– -$207K -975 Closed
WANY
471
Wealthspire Advisors (New York)
New York
– -$207K -973 Closed
WA
472
Waverly Advisors
Alabama
– -$204K -961 Closed
FWTB
473
First Western Trust Bank
Colorado
– -$204K -958 Closed
OBWG
474
Onyx Bridge Wealth Group
New York
– -$203K -956 Closed
MA
475
Mutual Advisors
Nebraska
– -$204K -953 Closed
16 17 18
19
20