MGC icon

Vanguard Mega Cap 300 Index ETF

447 hedge funds and large institutions have $3.04B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 37 closing their positions.

Holders
447
Holders Change
-8
Holders Change %
-1.76%
% of All Funds
6.07%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
36
Increased
161
Reduced
137
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$5.9M +$724K +3,596 +14%
TWM
77
Tradition Wealth Management
Minnesota
$5.9M +$91K +452 +2%
ZF
78
Zhang Financial
Michigan
$5.85M +$670K +3,325 +13%
DT
79
Diversified Trust
Tennessee
$5.82M -$1M -4,975 -15%
CA
80
Calton & Associates
Florida
$5.58M +$71.9K +357 +1%
Wealthfront Advisers
81
Wealthfront Advisers
California
$5.58M +$349K +1,731 +7%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$5.35M +$1.18M +5,868 +28%
IA
83
IFP Advisors
Florida
$5.26M +$55.2K +274 +1%
AAS
84
Avantax Advisory Services
Texas
$5.2M +$205K +1,018 +4%
CAM
85
Cresset Asset Management
Illinois
$4.97M
FWA
86
Flagship Wealth Advisors
Massachusetts
$4.97M +$1.97M +9,766 +65%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$4.95M +$917K +4,555 +23%
WA
88
Waterford Advisors
New York
$4.9M -$326K -1,621 -6%
SWM
89
Segment Wealth Management
Texas
$4.88M -$4.29M -21,291 -47%
CCM
90
Coldstream Capital Management
Washington
$4.72M -$74.3K -369 -2%
FAI
91
Fiduciary Advisors Inc
Missouri
$4.72M +$14.1K +70 +0.3%
MA
92
Montag & Associates
Georgia
$4.67M +$48.9K +243 +1%
SFO
93
Stokes Family Office
Louisiana
$4.49M -$23.2K -115 -0.5%
PAG
94
Private Advisor Group
New Jersey
$4.36M -$152K -756 -3%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$4.35M -$453K -2,249 -9%
PP
96
Patten & Patten
Tennessee
$4.3M +$1.5M +7,450 +54%
LAS
97
Legacy Advisory Services
Pennsylvania
$4.27M +$4.27M +21,179 New
UWM
98
USAdvisors Wealth Management
Minnesota
$4.09M -$101K -501 -2%
HPC
99
Hobart Private Capital
North Carolina
$3.85M +$3.59M +17,807 +1,355%
PCIA
100
Prime Capital Investment Advisors
Kansas
$3.78M -$275K -1,364 -7%