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Vanguard Mega Cap 300 Index ETF

493 hedge funds and large institutions have $4.7B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

39% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 132

27% more capital invested

Capital invested by funds: $3.71B → $4.7B (+$986M)

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

5.5% more ownership

Funds ownership: 51.71%57.21% (+5.5%)

4% more funds holding

Funds holding: 474493 (+19)

Holders
493
Holders Change
+19
Holders Change %
+4.01%
% of All Funds
6.47%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.31%
New
49
Increased
184
Reduced
132
Closed
24
Calls
$464K
Puts
Net Calls
+$464K
Net Calls Change
+$464K
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
51
MA Private Wealth
California
$17.8M -$69K -295 -0.4%
VWA
52
VSM Wealth Advisory
Maryland
$17.4M +$107K +456 +0.6%
CAM
53
Cozad Asset Management
Illinois
$17.2M -$381K -1,631 -2%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$17M +$16.3M +69,530 New
SA
55
Sanctuary Advisors
Indiana
$16.7M +$4.9M +20,971 +44%
MWM
56
Modera Wealth Management
New Jersey
$16.7M -$272K -1,162 -2%
SFPM
57
Sensible Financial Planning & Management
Massachusetts
$15.5M -$664K -2,840 -4%
HWM
58
HB Wealth Management
Georgia
$14.5M +$375K +1,605 +3%
CA
59
Capital Advantage
California
$14.1M -$346K -1,481 -3%
BFG
60
Beacon Financial Group
Texas
$13.9M +$6.72M +28,738 +102%
CW
61
CreativeOne Wealth
Kansas
$13.5M -$2.56M -10,941 -16%
MOS
62
MGO One Seven
Ohio
$13M +$12.5M +53,411 New
CCM
63
Colorado Capital Management
Colorado
$12.4M +$792K +3,388 +7%
HPC
64
Hobart Private Capital
North Carolina
$12.3M +$5.95M +25,450 +102%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$12M +$1.97M +8,402 +20%
KP
66
Keel Point
Alabama
$12M -$29.9K -128 -0.3%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$11.6M +$193K +826 +2%
TWM
68
TriaGen Wealth Management
California
$11.6M +$117K +501 +1%
PP
69
Patten & Patten
Tennessee
$11.3M +$4.44M +19,005 +70%
PFM
70
Phillips Financial Management
Indiana
$10.8M -$51.2K -219 -0.5%
RFS
71
Retirement Financial Solutions
Tennessee
$10.6M +$1.18M +5,058 +13%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$10.4M
PWA
73
Physician Wealth Advisors
Utah
$10.3M +$607K +2,594 +7%
PJSIMP
74
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.96M -$770K -3,294 -7%
BFAG
75
Blackston Financial Advisory Group
Florida
$9.96M +$30.9K +132 +0.3%

MGC Hedge Fund Activity: Q3 2025 in Review

493 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2025, worth a combined $4.7B — up 27% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MGC positions and 24 closed out — a net gain of 25 holders — while 184 added to existing stakes and 132 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $200M. The largest seller was Apella Capital, cutting an estimated $9.07M.

  • 493 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2025, up from 474 in Q2 2025.
  • Funds reported $4.7B of Vanguard Mega Cap 300 Index ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 49 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2025 and 24 closed out, a net change of +25 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $200M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2025 was Apella Capital, an estimated $9.07M sold.

Based on aggregated 13F filings for Q3 2025.