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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
SEM
201
Strategic Equity Management
Arizona
$974K -$39.4K -185 -4%
NS
202
NBC Securities
Alabama
$968K +$1.02M +4,807 +120,175%
MAS
203
MPWM Advisory Solutions
Georgia
$959K +$213 +1 +0%
MCM
204
MidAtlantic Capital Management
Virginia
$951K +$1.01M +4,723 New
RWM
205
Revisor Wealth Management
Ohio
$937K +$570K +2,676 +135%
PCM
206
Parsons Capital Management
Rhode Island
$927K +$71.3K +335 +8%
FFA
207
Farther Finance Advisors
California
$922K +$970K +4,557 New
GC
208
Gibson Capital
Pennsylvania
$918K
ANTB
209
AMG National Trust Bank
Colorado
$903K
WFAG
210
Wescott Financial Advisory Group
Pennsylvania
$892K +$2.77K +13 +0.3%
AC
211
Avestar Capital
New York
$892K -$213 -1 -0%
TA
212
TrueWealth Advisors
Alabama
$891K -$136K -640 -13%
DADC
213
D.A. Davidson & Co
Montana
$884K +$147K +691 +19%
BFA
214
Beaumont Financial Advisors
Massachusetts
$877K +$426 +2 +0%
RF
215
RHS Financial
California
$873K -$240K -1,126 -21%
AssetMark Inc
216
AssetMark Inc
California
$871K +$256K +1,200 +38%
CCA
217
Checchi Capital Advisers
California
$855K -$17K -80 -2%
Pathstone Holdings
218
Pathstone Holdings
New Jersey
$846K
GAA
219
Global Assets Advisory
Florida
$842K +$621K +2,915 +201%
AQR Capital Management
220
AQR Capital Management
Connecticut
$817K
SBIA
221
Sheaff Brock Investment Advisors
Indiana
$795K
PA
222
PFG Advisors
Arizona
$788K +$569K +2,672 +215%
Renaissance Technologies
223
Renaissance Technologies
New York
$785K -$1.15M -5,400 -58%
RFM
224
Royal Fund Management
Florida
$783K -$719K -3,374 -47%
SCM
225
SOL Capital Management
Maryland
$780K +$31.9K +150 +4%

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.