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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.

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
CFGS
1
Concourse Financial Group Securities
Alabama
$0
2
CW
2
Curio Wealth
Maryland
$214K
3
Morgan Stanley
3
Morgan Stanley
New York
$113M
4
AC
4
Apella Capital
Connecticut
$63.6M
5
Ameriprise
5
Ameriprise
Minnesota
$90.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$318M 1,580,220 -25,483 -2%
Wells Fargo
2
Wells Fargo
California
$120M 594,718 +40,662 +7%
Morgan Stanley
3
Morgan Stanley
New York
$113M 558,717 -82,118 -13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$105M 522,390 +83,569 +19%
NYLIM
5
New York Life Investment Management
New York
$101M 499,875 -36,791 -7%
LIM
6
Leavell Investment Management
Alabama
$96.9M 480,962 +10,926 +2%
WCWM
7
Wooster Corthell Wealth Management
Connecticut
$95.5M 474,250 +2,214 +0.5%
Ameriprise
8
Ameriprise
Minnesota
$90.7M 450,142 -78,263 -15%
LPL Financial
9
LPL Financial
California
$88.7M 440,223 +10,778 +3%
UBS Group
10
UBS Group
Switzerland
$87M 432,216 +63,700 +17%
CB
11
Cadence Bank
Mississippi
$85.9M 426,441 +1,604 +0.4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$84M 416,895 +6,240 +2%
AC
13
Apella Capital
Connecticut
$63.6M 323,304 -83,840 -21%
Raymond James Financial
14
Raymond James Financial
Florida
$61.3M 304,460 -2,913 -0.9%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$55M 272,932 +178,944 +190%
SWRP
16
Summit Wealth & Retirement Planning
California
$43.2M 214,599 -9,336 -4%
VFP
17
Verus Financial Partners
Virginia
$40.7M 209,707 -6,038 -3%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$40.5M 201,282 +3,141 +2%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$40.4M 200,732 -29,455 -13%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$40.4M 200,719 +145,412 +263%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$39.1M 194,300 -2,354 -1%
Truist Financial
22
Truist Financial
North Carolina
$36.3M 180,488 -48,256 -21%
OCM
23
One Capital Management
California
$35M 173,855 -20,788 -11%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$34.1M 169,288 +35,092 +26%
IC
25
IEQ Capital
California
$32.9M 163,459 -2,574 -2%
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