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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
WA
101
Waterford Advisors
New York
$5.85M +$5.4M +23,072 +2,631%
FWA
102
Flagship Wealth Advisors
Massachusetts
$5.79M +$306K +1,309 +6%
MA
103
Montag & Associates
Georgia
$5.62M
FAI
104
Fiduciary Advisors Inc
Missouri
$5.53M -$317K -1,354 -6%
SFO
105
Stokes Family Office
Louisiana
$5.44M
Russell Investments Group
106
Russell Investments Group
United Kingdom
$5.29M +$3.27M +13,975 +182%
LAS
107
Legacy Advisory Services
Pennsylvania
$5.04M +$57.1K +244 +1%
PAG
108
Private Advisor Group
New Jersey
$4.97M -$130K -556 -3%
UWM
109
USAdvisors Wealth Management
Minnesota
$4.94M +$228K +973 +5%
BFG
110
Buttonwood Financial Group
Missouri
$4.82M -$8.87M -37,907 -66%
JWM
111
Jackson Wealth Management
Florida
$4.52M +$8.42K +36 +0.2%
PCIA
112
Prime Capital Investment Advisors
Kansas
$4.46M -$68.8K -294 -2%
P
113
&Partners
Tennessee
$4.33M -$383K -1,637 -8%
AllianceBernstein
114
AllianceBernstein
Tennessee
$4.18M +$184K +788 +5%
SA
115
Sovran Advisors
California
$4.17M +$753K +3,220 +24%
MFA
116
McClarren Financial Advisors
Pennsylvania
$4.08M -$1.68M -7,177 -43%
HighTower Advisors
117
HighTower Advisors
Illinois
$4.08M -$31.6K -135 -0.8%
SG
118
StoneX Group
New York
$3.97M -$540K -2,307 -12%
Stifel Financial
119
Stifel Financial
Missouri
$3.88M -$305K -1,303 -8%
Goldman Sachs
120
Goldman Sachs
New York
$3.81M +$5.61K +24 +0.2%
CCFM
121
Clear Creek Financial Management
Washington
$3.8M +$970K +4,146 +36%
1WM
122
1900 Wealth Management
Texas
$3.69M -$87.2K -373 -2%
VA
123
Valmark Advisers
Ohio
$3.53M +$339K +1,448 +11%
SCM
124
SOL Capital Management
Maryland
$3.49M +$748K +3,200 +29%
TWM
125
Topsail Wealth Management
North Carolina
$3.41M

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.