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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
SL
51
Systelligence LLC
Minnesota
$12.4M +$1.77M +8,325 +16%
HWM
52
HB Wealth Management
Georgia
$11.6M +$585K +2,748 +5%
CW
53
CreativeOne Wealth
Kansas
$11.3M -$1.65M -7,737 -12%
BMM
54
Berkshire Money Management
Massachusetts
$9.85M -$105K -495 -1%
KP
55
Keel Point
Alabama
$9.79M -$888K -4,171 -8%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$9.75M +$7.45K +35 +0.1%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$9.53M -$255K -1,199 -2%
PJSIMP
58
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.27M -$542K -2,547 -5%
TWM
59
TriaGen Wealth Management
California
$9.27M -$65K -305 -0.7%
PFM
60
Phillips Financial Management
Indiana
$8.97M
BFG
61
Buttonwood Financial Group
Missouri
$8.89M +$6.17M +28,976 +162%
BFAG
62
Blackston Financial Advisory Group
Florida
$8.66M -$542K -2,544 -6%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$8.53M -$18.3K -86 -0.2%
DWM
64
Destination Wealth Management
California
$8.33M +$74.7K +351 +0.9%
CCM
65
Colorado Capital Management
Colorado
$8.29M +$1.31M +6,154 +18%
WWG
66
West Wealth Group
California
$8.19M +$5.95M +27,931 +222%
BEAM
67
Baker Ellis Asset Management
Washington
$7.86M -$9.58K -45 -0.1%
PWA
68
Physician Wealth Advisors
Utah
$7.63M +$909K +4,267 +13%
SA
69
Sanctuary Advisors
Indiana
$7.62M +$3.66M +17,204 +83%
KAS
70
Kestra Advisory Services
Texas
$7.4M -$1.83M -8,572 -19%
SB
71
Strategic Blueprint
Georgia
$7.39M +$355K +1,665 +5%
FFA
72
Florida Financial Advisors
Florida
$7.12M -$1.18M -5,563 -14%
SFS
73
Security Financial Services
Indiana
$6.84M +$4.11M +19,303 +132%
MGIA
74
Moneta Group Investment Advisors
Missouri
$6.8M +$2M +9,411 +39%
EFN
75
Equita Financial Network
Pennsylvania
$6.38M

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.