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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$55M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$105M
4
AG
Ascent Group
Virginia
$13.8M
5
UBS Group
UBS Group
Switzerland
$87M

Top Sellers

1
CW
Curio Wealth
Maryland
$214K
2
Morgan Stanley
Morgan Stanley
New York
$113M
3
AC
Apella Capital
Connecticut
$63.6M
4
Ameriprise
Ameriprise
Minnesota
$90.7M
5
GM
GeoWealth Management
Illinois
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
126
Thoroughbred Financial Services
Tennessee
$2.62M -$42.5K -211 -2%
PA
127
Parallel Advisors
California
$2.56M +$15.9K +79 +0.6%
Mariner
128
Mariner
Kansas
$2.55M -$157K -782 -6%
CA
129
Claro Advisors
Massachusetts
$2.52M +$1.92M +9,514 +317%
HWA
130
Hilltop Wealth Advisors
North Carolina
$2.51M -$231K -1,149 -8%
VA
131
Valmark Advisers
Ohio
$2.48M -$353K -1,752 -12%
TAM
132
Tocqueville Asset Management
New York
$2.46M +$3.02K +15 +0.1%
SFG
133
SNS Financial Group
Minnesota
$2.42M -$42.3K -210 -2%
DK
134
David Kennon
Florida
$2.39M -$55.4K -275 -2%
ACA
135
Aptus Capital Advisors
Alabama
$2.34M -$295K -1,466 -11%
GC
136
Guidance Capital
Kentucky
$2.28M +$28.5K +139 +1%
CCFM
137
Clear Creek Financial Management
Washington
$2.27M +$144K +713 +7%
Citadel Advisors
138
Citadel Advisors
Florida
$2.2M +$2.2M +10,912 New
CWM
139
Congress Wealth Management
Massachusetts
$2.18M +$2.18M +10,847 New
AC
140
AlphaCore Capital
California
$2.17M +$2.17M +10,754 New
HWA
141
Heartwood Wealth Advisors
Virginia
$2.13M +$34.4K +171 +2%
SA
142
Sovran Advisors
California
$2.11M +$322K +1,697 +18%
US Bancorp
143
US Bancorp
Minnesota
$2.09M – – –
Cerity Partners
144
Cerity Partners
New York
$2.06M +$16.3K +81 +0.8%
FFL
145
Financial Freedom LLC
Ohio
$2.04M +$9.26K +46 +0.5%
SC
146
Savant Capital
Illinois
$2M -$91.4K -454 -4%
Jane Street
147
Jane Street
New York
$1.97M +$1.5M +7,424 +313%
Stifel Financial
148
Stifel Financial
Missouri
$1.92M +$140K +695 +8%
ONB
149
Old National Bancorp
Indiana
$1.91M -$134K -665 -7%
HR
150
Hardy Reed
Mississippi
$1.89M – – –
4 5
6
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