MGC icon

Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

462 hedge funds and large institutions have $3.68B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 154 reducing their positions, and 20 closing their positions.

Holders
462
Holders Change
+15
Holders Change %
+3.36%
% of All Funds
6.2%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.27%
New
44
Increased
132
Reduced
154
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$107M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$194M
3
Raymond James Financial
3
Raymond James Financial
Florida
$90.2M
4
PWM
4
Praetorian Wealth Management
California
$19.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$20.7M

Top Sellers

1
WA
1
Waterford Advisors
New York
$5.45M
2
AUB
2
Atlantic Union Bankshares
Virginia
$1.22M
3
AIS
3
American Investment Services
Massachusetts
$0
4
GVAG
4
Great Valley Advisor Group
Delaware
$1.49M
5
BMM
5
Berkshire Money Management
Massachusetts
$120K
Name Market Value Shares Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$14.9M 66,438 +10,387 +19%
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$14.9M 66,210 +1,462 +2%
WWG
53
West Wealth Group
California
$13.4M 58,217 +17,707 +44%
CA
54
Capital Advantage
California
$13.3M 59,049 -25,662 -30%
HWM
55
HB Wealth Management
Georgia
$13M 57,750 – –
BFG
56
Buttonwood Financial Group
Missouri
$13M 57,573 +10,730 +23%
KP
57
Keel Point
Alabama
$11M 49,095 +503 +1%
CCM
58
Colorado Capital Management
Colorado
$10.6M 47,340 +6,172 +15%
TWM
59
TriaGen Wealth Management
California
$10.6M 47,051 +1,042 +2%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$10.5M 46,875 -447 -0.9%
KAS
61
Kestra Advisory Services
Texas
$10.1M 44,855 +8,127 +22%
PFM
62
Phillips Financial Management
Indiana
$10M 44,497 -56 -0.1%
PJSIMP
63
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.92M 44,118 -1,903 -4%
SFS
64
Security Financial Services
Indiana
$9.71M 43,188 +9,234 +27%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$9.6M 42,664 +322 +0.8%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$9.21M 41,064 +14,337 +54%
BFAG
67
Blackston Financial Advisory Group
Florida
$9.08M 40,361 -2,169 -5%
DWM
68
Destination Wealth Management
California
$8.94M 39,739 -1,628 -4%
PWA
69
Physician Wealth Advisors
Utah
$8.91M 39,603 +1,724 +5%
BEAM
70
Baker Ellis Asset Management
Washington
$8.46M 37,605 -1,443 -4%
SB
71
Strategic Blueprint
Georgia
$7.95M 35,364 -1,323 -4%
SC
72
Steph & Co
Wisconsin
$7.92M 35,226 +5,499 +18%
MGIA
73
Moneta Group Investment Advisors
Missouri
$7.76M 34,506 +742 +2%
FFA
74
Florida Financial Advisors
Florida
$7.62M 33,880 -1,458 -4%
TWP
75
Triad Wealth Partners
Kansas
$7.05M 31,366 +15,605 +99%
1 2
3
4 5