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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
BCI
26
Brinker Capital Investments
Pennsylvania
$31.1M -$868K -4,077 -3%
OPS
27
Orion Portfolio Solutions
Nebraska
$31.1M -$868K -4,077 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$28.9M -$3.47M -16,285 -10%
PMG
29
ProVise Management Group
Florida
$26.6M +$873K +4,098 +3%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$24.5M -$5.74M -26,934 -18%
MFIM
31
Mesirow Financial Investment Management
Illinois
$21.2M +$460K +2,159 +2%
Osaic Holdings
32
Osaic Holdings
Arizona
$20.4M +$4.1M +19,237 +23%
FSA
33
Financial Services Advisory
Maryland
$19.8M +$40.7K +191 +0.2%
BDF
34
Black Diamond Financial
Maryland
$19.7M -$178K -834 -0.8%
CA
35
Capital Advantage
California
$18M
EWA
36
Exencial Wealth Advisors
Oklahoma
$17.8M -$492K -2,309 -3%
AUB
37
Atlantic Union Bankshares
Virginia
$17.3M -$53.7K -252 -0.3%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$16.1M +$8.74M +41,050 +106%
Creative Planning
39
Creative Planning
Kansas
$16M +$1.54M +7,252 +10%
AIS
40
American Investment Services
Massachusetts
$15.5M -$43.2K -203 -0.3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$15.4M -$861K -4,042 -5%
MPW
42
MA Private Wealth
California
$14.9M +$228K +1,072 +1%
VWA
43
VSM Wealth Advisory
Maryland
$14.9M +$738K +3,466 +5%
CAM
44
Cozad Asset Management
Illinois
$14.6M +$343K +1,611 +2%
MWM
45
Modera Wealth Management
New Jersey
$14.6M +$394K +1,851 +3%
EWM
46
Empirical Wealth Management
Washington
$14.2M +$165K +777 +1%
CIA
47
Capital Investment Advisors
Georgia
$14.1M +$1.31M +6,135 +10%
AG
48
Ascent Group
Virginia
$13.8M +$14.6M +68,615 New
GVAG
49
Great Valley Advisor Group
Delaware
$13.1M -$584K -2,742 -4%
SFPM
50
Sensible Financial Planning & Management
Massachusetts
$13M +$2.03M +9,529 +17%

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.