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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

465 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 45 funds opening new positions, 132 increasing their positions, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+18
Holders Change %
+4.03%
% of All Funds
6.24%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.27%
New
45
Increased
132
Reduced
155
Closed
20
Calls
$292K
Puts
$292K
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$107M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.8M
3
Raymond James Financial
Raymond James Financial
Florida
+$21.8M
4
PWM
Praetorian Wealth Management
California
+$19.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$19.1M

Top Sellers

1
WA
Waterford Advisors
New York
-$146M
2
AUB
Atlantic Union Bankshares
Virginia
-$18.1M
3
AIS
American Investment Services
Massachusetts
-$15.5M
4
GVAG
Great Valley Advisor Group
Delaware
-$13.2M
5
BMM
Berkshire Money Management
Massachusetts
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$14.9M +$2.34M +10,387 +19%
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$14.9M +$329K +1,462 +2%
WWG
53
West Wealth Group
California
$13.4M +$4.09M +17,707 +44%
CA
54
Capital Advantage
California
$13.3M -$5.77M -25,662 -30%
HWM
55
HB Wealth Management
Georgia
$13M – – –
BFG
56
Buttonwood Financial Group
Missouri
$13M +$2.42M +10,730 +23%
KP
57
Keel Point
Alabama
$11M +$113K +503 +1%
CCM
58
Colorado Capital Management
Colorado
$10.6M +$1.39M +6,172 +15%
TWM
59
TriaGen Wealth Management
California
$10.6M +$234K +1,042 +2%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$10.5M -$101K -447 -0.9%
KAS
61
Kestra Advisory Services
Texas
$10.1M +$1.83M +8,127 +22%
PFM
62
Phillips Financial Management
Indiana
$10M -$12.6K -56 -0.1%
PJSIMP
63
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.92M -$428K -1,903 -4%
SFS
64
Security Financial Services
Indiana
$9.71M +$2.08M +9,234 +27%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$9.6M +$72.4K +322 +0.8%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$9.21M +$3.21M +14,337 +54%
BFAG
67
Blackston Financial Advisory Group
Florida
$9.08M -$488K -2,169 -5%
DWM
68
Destination Wealth Management
California
$8.94M -$366K -1,628 -4%
PWA
69
Physician Wealth Advisors
Utah
$8.91M +$388K +1,724 +5%
BEAM
70
Baker Ellis Asset Management
Washington
$8.46M -$325K -1,443 -4%
SB
71
Strategic Blueprint
Georgia
$7.95M -$298K -1,323 -4%
SC
72
Steph & Co
Wisconsin
$7.92M +$1.24M +5,499 +18%
MGIA
73
Moneta Group Investment Advisors
Missouri
$7.76M +$167K +742 +2%
FFA
74
Florida Financial Advisors
Florida
$7.62M -$328K -1,458 -4%
TWP
75
Triad Wealth Partners
Kansas
$7.05M +$3.51M +15,605 +99%
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