We are live on ! Find out more
MGC icon

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
0.31%
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
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$47.2M -$1.09M -4,661 -2%
Truist Financial
27
Truist Financial
North Carolina
$42.9M -$3.53M -15,100 -8%
BCI
28
Brinker Capital Investments
Pennsylvania
$42.8M +$6.9M +29,523 +20%
OCM
29
One Capital Management
California
$41.3M +$824K +3,524 +2%
IC
30
IEQ Capital
California
$39.7M -$174K -746 -0.5%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$37.3M +$35.7M +152,741 New
IPA
32
Investment Planning Advisors
Georgia
$33.4M +$32M +136,865 New
PMG
33
ProVise Management Group
Florida
$32.5M +$276K +1,178 +0.9%
MFIM
34
Mesirow Financial Investment Management
Illinois
$31.6M +$5.25M +22,445 +21%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$30.7M +$1.65M +7,065 +6%
BDF
36
Black Diamond Financial
Maryland
$27.6M +$3.6M +15,373 +16%
Osaic Holdings
37
Osaic Holdings
Arizona
$25.8M +$2.29M +9,811 +10%
Two Sigma Investments
38
Two Sigma Investments
New York
$25.4M +$2.74M +11,700 +13%
WWG
39
West Wealth Group
California
$23.6M +$9.03M +38,589 +66%
PWM
40
Praetorian Wealth Management
California
$22.6M +$1.02M +4,374 +5%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$22.2M +$425K +1,817 +2%
FSA
42
Financial Services Advisory
Maryland
$22.1M -$349K -1,492 -2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$21.8M +$196K +837 +0.9%
EWA
44
Exencial Wealth Advisors
Oklahoma
$21.1M -$700K -2,995 -3%
EWM
45
Empirical Wealth Management
Washington
$20.3M +$2.43M +10,383 +14%
CIA
46
Capital Investment Advisors
Georgia
$19.6M +$1.16M +4,966 +7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$18.9M -$1.97M -8,424 -10%
AC
48
AlphaCore Capital
California
$18.4M -$601K -2,571 -3%
TWP
49
Triad Wealth Partners
Kansas
$18.2M +$10.1M +43,206 +138%
Creative Planning
50
Creative Planning
Kansas
$17.9M +$466K +1,992 +3%

MGC Hedge Fund Activity: Q3 2025 in Review

493 of the 7,620 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.