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Vanguard Mega Cap 300 Index ETF

474 hedge funds and large institutions have $3.71B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

21% more capital invested

Capital invested by funds: $3.06B → $3.71B (+$653M)

4% more funds holding

Funds holding: 454474 (+20)

1.81% more ownership

Funds ownership: 49.89%51.71% (+1.8%)

0% more call options, than puts

Call options by funds: $292K | Put options by funds: $292K

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

Holders
474
Holders Change
+20
Holders Change %
+4.41%
% of All Funds
6.24%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
45
Increased
135
Reduced
158
Closed
20
Calls
$292K
Puts
$292K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$354M -$952K -4,602 -0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$194M +$70.7M +341,492 +65%
Morgan Stanley
3
Morgan Stanley
New York
$133M +$7.04M +34,023 +6%
Wells Fargo
4
Wells Fargo
California
$132M -$1.48M -7,131 -1%
NYLIM
5
New York Life Investment Management
New York
$130M +$15.9M +76,736 +15%
LIM
6
Leavell Investment Management
Alabama
$111M +$2.73M +13,201 +3%
WCWM
7
Wooster Corthell Wealth Management
Connecticut
$108M +$1.41M +6,801 +1%
UBS Group
8
UBS Group
Switzerland
$107M +$9.41M +45,482 +11%
RIG
9
RiverFront Investment Group
Virginia
$107M +$98.2M +474,578 +30,480%
LPL Financial
10
LPL Financial
California
$105M +$5.58M +26,973 +6%
Ameriprise
11
Ameriprise
Minnesota
$96M -$4.76M -22,997 -5%
CB
12
Cadence Bank
Mississippi
$95.2M -$616K -2,977 -0.7%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$93.6M -$194K -939 -0.2%
Raymond James Financial
14
Raymond James Financial
Florida
$90.2M +$20M +96,754 +32%
AC
15
Apella Capital
Connecticut
$73.9M +$857K +4,140 +1%
JP Morgan Chase
16
JP Morgan Chase
New York
$61.3M +$14.9M +71,956 +36%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$60.9M -$478K -2,308 -0.8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$48.6M +$15M +72,702 +51%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$48.5M +$9.58M +46,275 +27%
SWRP
20
Summit Wealth & Retirement Planning
California
$48.3M +$68.9K +333 +0.2%
VFP
21
Verus Financial Partners
Virginia
$47.2M -$345K -1,666 -0.8%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$46.8M +$1.43M +6,922 +3%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$44.5M -$590K -2,851 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$43.7M +$26.3K +127 +0.1%
Truist Financial
25
Truist Financial
North Carolina
$43M +$2.17M +10,471 +6%

MGC Hedge Fund Activity: Q2 2025 in Review

474 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q2 2025, worth a combined $3.71B — up 21% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MGC positions and 20 closed out — a net gain of 25 holders — while 135 added to existing stakes and 158 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $98.2M. The largest seller was Atlantic Union Bankshares, cutting an estimated $16.6M.

  • 474 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q2 2025, up from 454 in Q1 2025.
  • Funds reported $3.71B of Vanguard Mega Cap 300 Index ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 45 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q2 2025 and 20 closed out, a net change of +25 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q2 2025 was RiverFront Investment Group, an estimated $98.2M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q2 2025 was Atlantic Union Bankshares, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2025.