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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
CA
76
Claro Advisors
Massachusetts
$9.73M +$4.26M +18,220 +84%
DWM
77
Destination Wealth Management
California
$9.59M -$104K -443 -1%
BWM
78
BCGM Wealth Management
Indiana
$9.3M +$4.39M +18,783 +97%
KAS
79
Kestra Advisory Services
Texas
$9.28M -$1.6M -6,845 -15%
CA
80
Calton & Associates
Florida
$9.2M +$1.64M +7,011 +23%
BEAM
81
Baker Ellis Asset Management
Washington
$9.16M -$22.2K -95 -0.3%
SFS
82
Security Financial Services
Indiana
$9.04M -$1.44M -6,172 -14%
SC
83
Steph & Co
Wisconsin
$8.92M +$312K +1,336 +4%
SL
84
Systelligence LLC
Minnesota
$8.88M -$7.04M -30,104 -45%
SWM
85
Segment Wealth Management
Texas
$8.57M +$2.02M +8,656 +33%
AMG
86
APS Management Group
California
$8.54M +$8.18M +34,977 New
MGIA
87
Moneta Group Investment Advisors
Missouri
$8.46M +$40K +171 +0.5%
FFA
88
Florida Financial Advisors
Florida
$7.75M -$494K -2,114 -6%
EPW
89
Endeavor Private Wealth
Kansas
$7.74M +$7.4M +31,624 New
Wealthfront Advisers
90
Wealthfront Advisers
California
$7.59M +$866K +3,704 +14%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$7.53M +$2M +8,558 +38%
TWM
92
Tradition Wealth Management
Minnesota
$7.09M -$2.34K -10 -0%
DT
93
Diversified Trust
Tennessee
$7.05M
CCM
94
Coldstream Capital Management
Washington
$6.9M +$1.23M +5,256 +23%
MML Investors Services
95
MML Investors Services
Massachusetts
$6.7M -$326K -1,394 -5%
FA
96
FDx Advisors
Illinois
$6.36M +$3.94M +16,864 +200%
IA
97
IFP Advisors
Florida
$6.35M +$72.3K +309 +1%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$6.08M +$384K +1,642 +7%
CAM
99
Cresset Asset Management
Illinois
$5.99M
ZF
100
Zhang Financial
Michigan
$5.98M -$53.3K -228 -0.9%

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.