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Vanguard Mega Cap 300 Index ETF

493 hedge funds and large institutions have $4.7B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

39% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 132

27% more capital invested

Capital invested by funds: $3.71B → $4.7B (+$986M)

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

5.5% more ownership

Funds ownership: 51.71%57.21% (+5.5%)

4% more funds holding

Funds holding: 474493 (+19)

Holders
493
Holders Change
+19
Holders Change %
+4.01%
% of All Funds
6.47%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
49
Increased
184
Reduced
132
Closed
24
Calls
$464K
Puts
Net Calls
+$464K
Net Calls Change
+$464K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$420M +$200M +857,073 +99%
Bank of America
2
Bank of America
North Carolina
$383M -$1.41M -6,012 -0.4%
NYLIM
3
New York Life Investment Management
New York
$174M +$31.5M +134,789 +23%
VIA
4
Vantagepoint Investment Advisers
District of Columbia
$161M +$154M +660,369 New
Morgan Stanley
5
Morgan Stanley
New York
$141M -$3.66M -15,665 -3%
Wells Fargo
6
Wells Fargo
California
$139M -$4.36M -18,623 -3%
LIM
7
Leavell Investment Management
Alabama
$123M +$1.77M +7,571 +2%
UBS Group
8
UBS Group
Switzerland
$121M +$3.77M +16,121 +3%
RIG
9
RiverFront Investment Group
Virginia
$118M +$1.4M +5,987 +1%
LPL Financial
10
LPL Financial
California
$117M +$3.24M +13,832 +3%
Ameriprise
11
Ameriprise
Minnesota
$115M +$10.3M +43,902 +10%
PA
12
Procyon Advisors
Connecticut
$112M +$107M +458,515 New
JP Morgan Chase
13
JP Morgan Chase
New York
$111M +$42.7M +182,729 +67%
Raymond James Financial
14
Raymond James Financial
Florida
$108M +$9.37M +40,066 +10%
CB
15
Cadence Bank
Mississippi
$105M +$1.74M +7,420 +2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$103M +$1.64M +7,025 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$73.1M +$6.7M +28,666 +11%
AC
18
Apella Capital
Connecticut
$70M -$9.07M -38,791 -12%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$57.7M +$4.86M +20,775 +10%
SWRP
20
Summit Wealth & Retirement Planning
California
$52.7M +$274K +1,171 +0.5%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$51.4M +$589K +2,519 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$51.4M +$3.76M +16,074 +8%
AG
23
Ascent Group
Virginia
$50.6M +$24.7M +105,551 +104%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$50.4M -$2.21M -9,457 -4%
VFP
25
Verus Financial Partners
Virginia
$50.3M -$505K -2,158 -1%

MGC Hedge Fund Activity: Q3 2025 in Review

493 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q3 2025, worth a combined $4.7B — up 27% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MGC positions and 24 closed out — a net gain of 25 holders — while 184 added to existing stakes and 132 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $200M. The largest seller was Apella Capital, cutting an estimated $9.07M.

  • 493 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q3 2025, up from 474 in Q2 2025.
  • Funds reported $4.7B of Vanguard Mega Cap 300 Index ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 49 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q3 2025 and 24 closed out, a net change of +25 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $200M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q3 2025 was Apella Capital, an estimated $9.07M sold.

Based on aggregated 13F filings for Q3 2025.