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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

465 hedge funds and large institutions have $3.68B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 132 increasing their positions, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+18
Holders Change %
+4.03%
% 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
0.27%
New
45
Increased
132
Reduced
155
Closed
20
Calls
$292K
Puts
$292K
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$107M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$194M
3
Raymond James Financial
Raymond James Financial
Florida
$90.2M
4
PWM
Praetorian Wealth Management
California
$19.8M
5
Two Sigma Investments
Two Sigma Investments
New York
$20.7M

Top Sellers

1
WA
Waterford Advisors
New York
$5.45M
2
AUB
Atlantic Union Bankshares
Virginia
$1.22M
3
AIS
American Investment Services
Massachusetts
$0
4
GVAG
Great Valley Advisor Group
Delaware
$1.49M
5
BMM
Berkshire Money Management
Massachusetts
$120K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$354M -$1.04M -4,602 -0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$194M +$76.8M +341,492 +65%
Morgan Stanley
3
Morgan Stanley
New York
$133M +$7.65M +34,023 +6%
Wells Fargo
4
Wells Fargo
California
$132M -$1.6M -7,131 -1%
NYLIM
5
New York Life Investment Management
New York
$130M +$17.3M +76,736 +15%
LIM
6
Leavell Investment Management
Alabama
$111M +$2.98M +13,201 +3%
WCWM
7
Wooster Corthell Wealth Management
Connecticut
$108M +$1.53M +6,801 +1%
UBS Group
8
UBS Group
Switzerland
$107M +$10.2M +45,482 +11%
RIG
9
RiverFront Investment Group
Virginia
$107M +$107M +474,578 +30,480%
LPL Financial
10
LPL Financial
California
$105M +$6.07M +26,973 +6%
Ameriprise
11
Ameriprise
Minnesota
$96M -$5.17M -22,997 -5%
CB
12
Cadence Bank
Mississippi
$95.2M -$670K -2,977 -0.7%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$93.6M -$211K -939 -0.2%
Raymond James Financial
14
Raymond James Financial
Florida
$90.2M +$21.8M +96,754 +32%
AC
15
Apella Capital
Connecticut
$73.9M +$934K +4,140 +1%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$61.3M +$16.2M +71,956 +36%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$60.9M -$519K -2,308 -0.8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$48.6M +$16.4M +72,702 +51%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$48.5M +$10.4M +46,275 +27%
SWRP
20
Summit Wealth & Retirement Planning
California
$48.3M +$74.9K +333 +0.2%
VFP
21
Verus Financial Partners
Virginia
$47.2M -$378K -1,666 -0.8%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$46.8M +$1.56M +6,922 +3%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$44.5M -$641K -2,851 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$43.7M +$28.6K +127 +0.1%
Truist Financial
25
Truist Financial
North Carolina
$43M +$2.36M +10,471 +6%
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