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Vanguard Mega Cap 300 Index ETF

474 hedge funds and large institutions have $3.71B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

21% more capital invested

Capital invested by funds: $3.06B → $3.71B (+$653M)

4% more funds holding

Funds holding: 454474 (+20)

1.81% more ownership

Funds ownership: 49.89%51.71% (+1.8%)

0% more call options, than puts

Call options by funds: $292K | Put options by funds: $292K

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

Holders
474
Holders Change
+20
Holders Change %
+4.41%
% 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
0.26%
New
45
Increased
135
Reduced
158
Closed
20
Calls
$292K
Puts
$292K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$14.9M +$2.15M +10,387 +19%
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$14.9M +$303K +1,462 +2%
WWG
53
West Wealth Group
California
$13.4M +$3.66M +17,707 +44%
CA
54
Capital Advantage
California
$13.3M -$5.31M -25,662 -30%
HWM
55
HB Wealth Management
Georgia
$13M
BFG
56
Buttonwood Financial Group
Missouri
$13M +$2.22M +10,730 +23%
KP
57
Keel Point
Alabama
$11M +$104K +503 +1%
SA
58
Sanctuary Advisors
Indiana
$10.7M +$2.02M +9,740 +26%
CCM
59
Colorado Capital Management
Colorado
$10.6M +$1.28M +6,172 +15%
TWM
60
TriaGen Wealth Management
California
$10.6M +$216K +1,042 +2%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$10.5M -$92.5K -447 -0.9%
KAS
62
Kestra Advisory Services
Texas
$10.1M +$1.68M +8,127 +22%
PFM
63
Phillips Financial Management
Indiana
$10M -$11.6K -56 -0.1%
PJSIMP
64
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.92M -$394K -1,903 -4%
SFS
65
Security Financial Services
Indiana
$9.71M +$1.91M +9,234 +27%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$9.6M +$66.6K +322 +0.8%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$9.21M +$2.97M +14,337 +54%
BFAG
68
Blackston Financial Advisory Group
Florida
$9.15M -$487K -2,354 -5%
DWM
69
Destination Wealth Management
California
$8.94M -$337K -1,628 -4%
PWA
70
Physician Wealth Advisors
Utah
$8.91M +$357K +1,724 +5%
RFS
71
Retirement Financial Solutions
Tennessee
$8.67M +$1.71M +8,276 +27%
BEAM
72
Baker Ellis Asset Management
Washington
$8.46M -$299K -1,443 -4%
SB
73
Strategic Blueprint
Georgia
$7.95M -$274K -1,323 -4%
SC
74
Steph & Co
Wisconsin
$7.92M +$1.14M +5,499 +18%
MGIA
75
Moneta Group Investment Advisors
Missouri
$7.76M +$154K +742 +2%

MGC Hedge Fund Activity: Q2 2025 in Review

474 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q2 2025, worth a combined $3.71B — up 21% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MGC positions and 20 closed out — a net gain of 25 holders — while 135 added to existing stakes and 158 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $98.2M. The largest seller was Atlantic Union Bankshares, cutting an estimated $16.6M.

  • 474 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q2 2025, up from 454 in Q1 2025.
  • Funds reported $3.71B of Vanguard Mega Cap 300 Index ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 45 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q2 2025 and 20 closed out, a net change of +25 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q2 2025 was RiverFront Investment Group, an estimated $98.2M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q2 2025 was Atlantic Union Bankshares, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2025.