We are live on ! Find out more
MGC icon

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
RFS
76
Retirement Financial Solutions
Tennessee
$6.1M +$6.45M +30,282 New
SC
77
Steph & Co
Wisconsin
$5.99M +$93.7K +440 +2%
MML Investors Services
78
MML Investors Services
Massachusetts
$5.9M +$766K +3,596 +14%
TWM
79
Tradition Wealth Management
Minnesota
$5.9M +$96.3K +452 +2%
ZF
80
Zhang Financial
Michigan
$5.85M +$708K +3,325 +13%
DT
81
Diversified Trust
Tennessee
$5.82M -$1.06M -4,975 -15%
CA
82
Calton & Associates
Florida
$5.58M +$76K +357 +1%
Wealthfront Advisers
83
Wealthfront Advisers
California
$5.58M +$369K +1,731 +7%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$5.35M +$1.25M +5,868 +28%
IA
85
IFP Advisors
Florida
$5.26M +$58.4K +274 +1%
AAS
86
Avantax Advisory Services
Texas
$5.2M +$217K +1,018 +4%
CAM
87
Cresset Asset Management
Illinois
$4.97M
FWA
88
Flagship Wealth Advisors
Massachusetts
$4.97M +$2.08M +9,766 +65%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$4.95M +$970K +4,555 +23%
WA
90
Waterford Advisors
New York
$4.9M -$345K -1,621 -6%
SWM
91
Segment Wealth Management
Texas
$4.88M -$4.53M -21,291 -47%
CCM
92
Coldstream Capital Management
Washington
$4.72M -$78.6K -369 -2%
FAI
93
Fiduciary Advisors Inc
Missouri
$4.72M +$14.9K +70 +0.3%
MA
94
Montag & Associates
Georgia
$4.67M +$51.7K +243 +1%
SFO
95
Stokes Family Office
Louisiana
$4.49M -$24.5K -115 -0.5%
PAG
96
Private Advisor Group
New Jersey
$4.36M -$161K -756 -3%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$4.35M -$479K -2,249 -9%
PP
98
Patten & Patten
Tennessee
$4.3M +$1.59M +7,450 +54%
LAS
99
Legacy Advisory Services
Pennsylvania
$4.27M -$1.69M -7,950 -27%
UWM
100
USAdvisors Wealth Management
Minnesota
$4.08M -$107K -501 -2%

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.