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Vanguard Mega Cap 300 Index ETF
MGC

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: 460 → 454 (-6)

5% less funds holding in top 10

Funds holding in top 10: 22 → 21 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$38.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$31M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.8M
4
AG
Ascent Group
Virginia
+$14.6M
5
UBS Group
UBS Group
Switzerland
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
AC
Apella Capital
Connecticut
-$17.9M
2
Morgan Stanley
Morgan Stanley
New York
-$17.5M
3
Ameriprise
Ameriprise
Minnesota
-$16.7M
4
GM
GeoWealth Management
Illinois
-$16.3M
5
Truist Financial
Truist Financial
North Carolina
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
476
Retirement Planning Group (Kansas)
Kansas
– -$208K -977 Closed
WC
477
Waterloo Capital
Texas
– -$207K -975 Closed
WANY
478
Wealthspire Advisors (New York)
New York
– -$207K -973 Closed
WA
479
Waverly Advisors
Alabama
– -$204K -961 Closed
FWTB
480
First Western Trust Bank
Colorado
– -$204K -958 Closed
OBWG
481
Onyx Bridge Wealth Group
New York
– -$203K -956 Closed
MA
482
Mutual Advisors
Nebraska
– -$204K -953 Closed
CAS
483
Coppell Advisory Solutions
Texas
– -$84.6K -396 Closed
KBFS
484
Kohmann Bosshard Financial Services
Ohio
– -$54.9K -258 Closed
KFI
485
Key Financial Inc
Pennsylvania
– -$40.4K -190 Closed
PPWM
486
PFG Private Wealth Management
Florida
– -$33.6K -158 Closed
DRP
487
Decker Retirement Planning
Utah
– -$30K -141 Closed
AWM
488
Avior Wealth Management
Nebraska
– -$25.5K -120 Closed
Q1WB
489
Quest 10 Wealth Builders
Virginia
– -$17.7K -83 Closed
T
490
Transce3nd
Texas
– -$6.59K -31 Closed
SIM
491
Synergy Investment Management
Florida
– -$5.1K -24 Closed
RTL
492
Red Tortoise LLC
Georgia
– -$2.14K -10 Closed
16 17 18 19
20

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.