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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
Bank of America
1
Bank of America
North Carolina
$318M -$5.43M -25,483 -2%
Wells Fargo
2
Wells Fargo
California
$120M +$8.66M +40,662 +7%
Morgan Stanley
3
Morgan Stanley
New York
$113M -$17.5M -82,118 -13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$105M +$17.8M +83,569 +19%
NYLIM
5
New York Life Investment Management
New York
$101M -$7.83M -36,791 -7%
LIM
6
Leavell Investment Management
Alabama
$96.9M +$2.33M +10,926 +2%
WCWM
7
Wooster Corthell Wealth Management
Connecticut
$95.5M +$471K +2,214 +0.5%
Ameriprise
8
Ameriprise
Minnesota
$90.7M -$16.7M -78,263 -15%
LPL Financial
9
LPL Financial
California
$88.7M +$2.3M +10,778 +3%
UBS Group
10
UBS Group
Switzerland
$87M +$13.6M +63,700 +17%
CB
11
Cadence Bank
Mississippi
$85.9M +$342K +1,604 +0.4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$84M +$1.33M +6,240 +2%
AC
13
Apella Capital
Connecticut
$63.6M -$17.9M -83,840 -21%
Raymond James Financial
14
Raymond James Financial
Florida
$61.3M -$620K -2,913 -0.9%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$55M +$38.1M +178,944 +190%
SWRP
16
Summit Wealth & Retirement Planning
California
$43.2M -$1.99M -9,336 -4%
VFP
17
Verus Financial Partners
Virginia
$40.7M -$1.29M -6,038 -3%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$40.5M +$669K +3,141 +2%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$40.4M -$6.27M -29,455 -13%
JP Morgan Chase
20
JP Morgan Chase
New York
$40.4M +$31M +145,412 +263%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$39.1M -$501K -2,354 -1%
Truist Financial
22
Truist Financial
North Carolina
$36.3M -$10.3M -48,256 -21%
OCM
23
One Capital Management
California
$35M -$4.43M -20,788 -11%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$34.1M +$7.47M +35,092 +26%
IC
25
IEQ Capital
California
$32.9M -$548K -2,574 -2%

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.