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

Top Sellers

1
CW
1
Curio Wealth
Maryland
$214K
2
Morgan Stanley
2
Morgan Stanley
New York
$113M
3
AC
3
Apella Capital
Connecticut
$63.6M
4
Ameriprise
4
Ameriprise
Minnesota
$90.7M
5
GM
5
GeoWealth Management
Illinois
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMWM
176
Silvia McColl Wealth Management
California
$1.35M +$59.4K +295 +5%
SQA
177
Simon Quick Advisors
New Jersey
$1.34M +$58.8K +292 +5%
LWM
178
LongView Wealth Management
Georgia
$1.33M -$19.5K -97 -1%
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$1.31M -$2.8M -13,905 -68%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$1.29M +$958K +4,758 +290%
LFAS
181
Level Four Advisory Services
Texas
$1.23M +$18.5K +92 +2%
TWP
182
Tempus Wealth Planning
California
$1.21M – – –
MSFS
183
Main Street Financial Solutions
Pennsylvania
$1.16M +$102K +506 +10%
AAS
184
Ameritas Advisory Services
Nebraska
$1.15M +$650K +3,196 +131%
IWM
185
IHT Wealth Management
Illinois
$1.14M -$13.1K -65 -1%
JWA
186
JFS Wealth Advisors
Pennsylvania
$1.14M +$200K +991 +21%
MA
187
MJP Associates
Connecticut
$1.13M – – –
AO
188
Advisor OS
Illinois
$1.13M – – –
SWA
189
Strategies Wealth Advisors
Michigan
$1.13M +$3.42K +17 +0.3%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$1.11M -$15.5K -77 -1%
AA
191
Ancora Advisors
Ohio
$1.09M – – –
MG
192
Mather Group
Illinois
$1.06M -$114K -565 -10%
NCM
193
Northwest Capital Management
Oregon
$1.06M +$958K +4,755 +927%
CCWM
194
Cassaday & Co Wealth Management
Virginia
$1.05M – – –
FSA
195
Fort Sheridan Advisors
Illinois
$1.04M +$39.9K +198 +4%
VNA
196
Valley National Advisers
Pennsylvania
$1.01M – – –
VWM
197
Venturi Wealth Management
Texas
$982K – – –
SEM
198
Strategic Equity Management
Arizona
$974K -$37.3K -185 -4%
NS
199
NBC Securities
Alabama
$968K +$967K +4,807 +120,175%
MAS
200
MPWM Advisory Solutions
Georgia
$959K +$201 +1 +0%
6 7
8
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