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Vanguard Mega Cap 300 Index ETF
MGC

525 hedge funds and large institutions have $5.76B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 175 increasing their positions, 166 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $4.7B → $5.76B (+$1.06B)

17% more funds holding in top 10

Funds holding in top 10: 24 → 28 (+4)

6% more funds holding

Funds holding: 493 → 525 (+32)

5.87% more ownership

Funds ownership: 57.21% → 63.07% (+5.9%)

5% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 166

Holders
525
Holders Change
+32
Holders Change %
+6.49%
% of All Funds
6.39%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
66
Increased
175
Reduced
166
Closed
24
Calls
$4.07M
Puts
–
Net Calls
+$4.07M
Net Calls Change
+$3.6M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$805M
2
Goldman Sachs
Goldman Sachs
New York
+$21.2M
3
WA
Win Advisors
Florida
+$20.8M
4
BPA
Beacon Pointe Advisors
California
+$15.3M
5
CIA
Choate Investment Advisors
Massachusetts
+$14.4M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$25.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$17M
3
AC
Apella Capital
Connecticut
-$11.8M
4
AMG
APS Management Group
California
-$6.78M
5
WA
Waterford Advisors
New York
-$5.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSG
526
Nalls Sherbakoff Group
Tennessee
$526 – – –
TCM
527
Triumph Capital Management
Colorado
$251 +$249 +1 New
Two Sigma Investments
528
Two Sigma Investments
New York
– -$25.4M -103,900 Closed
Wellington Management Group
529
Wellington Management Group
Massachusetts
– -$17M -69,530 Closed
WA
530
Waterford Advisors
New York
– -$5.85M -23,949 Closed
SB
531
Strategic Blueprint
Georgia
– -$1.7M -6,962 Closed
HBWM
532
Hollow Brook Wealth Management
New York
– -$1.62M -6,650 Closed
FFS
533
Founders Financial Securities
Maryland
– -$1.03M -4,235 Closed
TSS
534
Two Sigma Securities
New York
– -$663K -2,716 Closed
BOSSRA
535
B.O.S.S. Retirement Advisors
Utah
– -$472K -1,932 Closed
FPAS
536
Focus Partners Advisor Solutions
Missouri
– -$353K -1,421 Closed
Kovitz Investment Group Partners
537
Kovitz Investment Group Partners
Illinois
– -$343K -1,404 Closed
WIC
538
Whitegate Investment Counselors
New Hampshire
– -$331K -1,355 Closed
EF
539
Empowered Funds
Pennsylvania
– -$321K -1,316 Closed
JWCA
540
J.W. Cole Advisors
Florida
– -$260K -1,064 Closed
Empower Advisory Group
541
Empower Advisory Group
Colorado
– -$251K -1,027 Closed
FIA
542
FNY Investment Advisers
New York
– -$122K -500 Closed
SNB
543
Security National Bank
Nebraska
– -$103K -424 Closed
FFWM
544
Future Financial Wealth Management
Ohio
– -$48.8K -200 Closed
SJIM
545
St. Johns Investment Management
Florida
– -$36.6K -150 Closed
SCA
546
Stuart Chaussee & Associates
California
– -$28.1K -115 Closed
CPG
547
Cornerstone Planning Group
New Jersey
– -$13.7K -100 Closed
MSG
548
Main Street Group
Virginia
– -$22.7K -93 Closed
Q1WB
549
Quest 10 Wealth Builders
Virginia
– -$21.7K -89 Closed
GWSG
550
GPS Wealth Strategies Group
Colorado
– -$17.3K -71 Closed
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