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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
BWM
126
BCGM Wealth Management
Indiana
$2.65M +$2.8M +13,159 New
Franklin Resources
127
Franklin Resources
California
$2.63M
TFS
128
Thoroughbred Financial Services
Tennessee
$2.62M -$44.9K -211 -2%
PA
129
Parallel Advisors
California
$2.56M +$16.8K +79 +0.6%
Mariner
130
Mariner
Kansas
$2.55M -$167K -782 -6%
CA
131
Claro Advisors
Massachusetts
$2.52M +$2.03M +9,514 +317%
HWA
132
Hilltop Wealth Advisors
North Carolina
$2.51M -$245K -1,149 -8%
VA
133
Valmark Advisers
Ohio
$2.48M -$373K -1,752 -12%
TAM
134
Tocqueville Asset Management
New York
$2.46M +$3.19K +15 +0.1%
SFG
135
SNS Financial Group
Minnesota
$2.42M -$44.7K -210 -2%
DK
136
David Kennon
Florida
$2.39M -$58.6K -275 -2%
ACA
137
Aptus Capital Advisors
Alabama
$2.34M -$312K -1,466 -11%
GC
138
Guidance Capital
Kentucky
$2.28M +$29.6K +139 +1%
CCFM
139
Clear Creek Financial Management
Washington
$2.27M +$152K +713 +7%
Citadel Advisors
140
Citadel Advisors
Florida
$2.2M +$2.32M +10,912 New
CWM
141
Congress Wealth Management
Massachusetts
$2.18M +$2.31M +10,847 New
AC
142
AlphaCore Capital
California
$2.17M +$2.29M +10,754 New
HWA
143
Heartwood Wealth Advisors
Virginia
$2.13M +$36.4K +171 +2%
SA
144
Sovran Advisors
California
$2.11M +$361K +1,697 +18%
US Bancorp
145
US Bancorp
Minnesota
$2.09M
Cerity Partners
146
Cerity Partners
New York
$2.06M +$17.3K +81 +0.8%
FFL
147
Financial Freedom LLC
Ohio
$2.04M +$9.8K +46 +0.5%
SC
148
Savant Capital
Illinois
$2M -$96.7K -454 -4%
Jane Street
149
Jane Street
New York
$1.97M +$1.58M +7,424 +313%
Stifel Financial
150
Stifel Financial
Missouri
$1.92M +$148K +695 +8%

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.