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Vanguard Mega Cap 300 Index ETF

505 hedge funds and large institutions have $4.53B invested in Vanguard Mega Cap 300 Index ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 160 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 525505 (-20)

12% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 181

12.41% less ownership

Funds ownership: 63.07%50.66% (-12%)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

21% less capital invested

Capital invested by funds: $5.76B → $4.53B (-$1.23B)

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
505
Holders Change
-20
Holders Change %
-3.81%
% of All Funds
6.22%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.23%
New
35
Increased
160
Reduced
181
Closed
43
Calls
$2.88M
Puts
Net Calls
+$2.88M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
226
Checchi Capital Advisers
California
$883K -$23.3K -94 -2%
WFA
227
West Financial Advisors
Iowa
$882K
PTC
228
Private Trust Company
Ohio
$864K -$2.98K -12 -0.3%
MFG
229
Merit Financial Group
Georgia
$863K -$8.69K -35 -1%
SWA
230
Strategies Wealth Advisors
Michigan
$856K -$134K -538 -13%
PCM
231
Parsons Capital Management
Rhode Island
$851K -$136K -550 -13%
ATI
232
ARK & TLK Investments
Oklahoma
$833K
TA
233
TrueWealth Advisors
Alabama
$832K -$19.9K -80 -2%
FPGK
234
Financial Partners Group (Kansas)
Kansas
$830K +$5.46K +22 +0.6%
MWM
235
Mission Wealth Management
California
$820K
PFG
236
Prospect Financial Group
Virginia
$814K
HWM
237
HRC Wealth Management
Idaho
$810K +$5.71K +23 +0.7%
IFG
238
Independent Financial Group
California
$807K -$115K -463 -12%
IWC
239
Integrated Wealth Concepts
Massachusetts
$806K +$179K +722 +27%
SL
240
StoryOne LLC
Kansas
$799K
WA
241
Whipplewood Advisors
Colorado
$786K +$11.7K +47 +1%
SCA
242
Snowden Capital Advisors
New York
$785K +$332K +1,337 +67%
HP
243
Holistic Planning
Texas
$782K +$257K +1,034 +45%
HPC
244
Hobart Private Capital
North Carolina
$777K -$11.7M -47,072 -93%
Corient Private Wealth
245
Corient Private Wealth
Florida
$767K -$798K -3,215 -50%
PA
246
PFG Advisors
Arizona
$765K -$744 -3 -0.1%
SSWM
247
Sheets Smith Wealth Management
North Carolina
$756K
RWM
248
Riverchase Wealth Management
Texas
$755K
EH
249
Equitable Holdings
New York
$748K +$56.8K +229 +8%
FTS
250
Fifth Third Securities
Ohio
$747K -$65.3K -263 -8%