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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 %
OPS
26
Orion Portfolio Solutions
Nebraska
$31.1M -$821K -4,077 -3%
BCI
27
Brinker Capital Investments
Pennsylvania
$31.1M -$821K -4,077 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$28.9M -$3.28M -16,285 -10%
PMG
29
ProVise Management Group
Florida
$26.6M +$825K +4,098 +3%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$24.5M -$5.42M -26,934 -18%
MFIM
31
Mesirow Financial Investment Management
Illinois
$21.2M +$435K +2,159 +2%
Osaic Holdings
32
Osaic Holdings
Arizona
$20.4M +$3.88M +19,237 +23%
FSA
33
Financial Services Advisory
Maryland
$19.8M +$38.5K +191 +0.2%
BDF
34
Black Diamond Financial
Maryland
$19.7M -$168K -834 -0.8%
CA
35
Capital Advantage
California
$18M – – –
EWA
36
Exencial Wealth Advisors
Oklahoma
$17.8M -$465K -2,309 -3%
AUB
37
Atlantic Union Bankshares
Virginia
$17.3M -$50.7K -252 -0.3%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$16.1M +$8.27M +41,050 +106%
Creative Planning
39
Creative Planning
Kansas
$16M +$1.46M +7,252 +10%
AIS
40
American Investment Services
Massachusetts
$15.5M -$40.9K -203 -0.3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$15.4M -$814K -4,042 -5%
MPW
42
MA Private Wealth
California
$14.9M +$216K +1,072 +1%
VWA
43
VSM Wealth Advisory
Maryland
$14.9M +$698K +3,466 +5%
CAM
44
Cozad Asset Management
Illinois
$14.6M +$324K +1,611 +2%
MWM
45
Modera Wealth Management
New Jersey
$14.6M +$373K +1,851 +3%
EWM
46
Empirical Wealth Management
Washington
$14.2M +$156K +777 +1%
CIA
47
Capital Investment Advisors
Georgia
$14.1M +$1.24M +6,135 +10%
AG
48
Ascent Group
Virginia
$13.8M +$13.8M +68,615 New
GVAG
49
Great Valley Advisor Group
Delaware
$13.1M -$552K -2,742 -4%
SFPM
50
Sensible Financial Planning & Management
Massachusetts
$13M +$1.92M +9,529 +17%
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