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Vanguard Mega Cap 300 Index ETF

525 hedge funds and large institutions have $5.76B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 175 increasing their positions, 166 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $4.7B → $5.76B (+$1.06B)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

6% more funds holding

Funds holding: 493525 (+32)

5.87% more ownership

Funds ownership: 57.21%63.07% (+5.9%)

5% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 166

Holders
525
Holders Change
+32
Holders Change %
+6.49%
% of All Funds
6.39%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
66
Increased
175
Reduced
166
Closed
24
Calls
$4.07M
Puts
Net Calls
+$4.07M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VT
226
Vise Technologies
New York
$1.1M +$1.09M +4,387 New
DWM
227
Diversify Wealth Management
Utah
$1.1M +$1.07M +4,311 New
HFA
228
Hershey Financial Advisers
Pennsylvania
$1.08M +$1.07M +4,296 New
SAM
229
Smartleaf Asset Management
Massachusetts
$1.07M +$131K +526 +14%
WFAG
230
Wescott Financial Advisory Group
Pennsylvania
$1.06M +$4.72K +19 +0.5%
Pathstone Holdings
231
Pathstone Holdings
New Jersey
$1.05M
SWA
232
Strategies Wealth Advisors
Michigan
$1.04M -$168K -674 -14%
PCM
233
Parsons Capital Management
Rhode Island
$1.04M +$9.2K +37 +0.9%
IWM
234
IHT Wealth Management
Illinois
$1.03M -$394K -1,584 -28%
BFA
235
Beaumont Financial Advisors
Massachusetts
$1.02M +$746 +3 +0.1%
RBC
236
Roble Belko & Company
Pennsylvania
$998K +$232K +935 +31%
IFG
237
Independent Financial Group
California
$974K +$274K +1,103 +40%
CCA
238
Checchi Capital Advisers
California
$962K -$18.9K -76 -2%
WFA
239
West Financial Advisors
Iowa
$937K
MFG
240
Merit Financial Group
Georgia
$925K +$497 +2 +0.1%
PTC
241
Private Trust Company
Ohio
$921K -$7.96K -32 -0.9%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$920K +$149K +598 +20%
TA
243
TrueWealth Advisors
Alabama
$904K -$217K -871 -19%
ATI
244
ARK & TLK Investments
Oklahoma
$885K
FPGK
245
Financial Partners Group (Kansas)
Kansas
$885K -$2.24K -9 -0.3%
MWM
246
Mission Wealth Management
California
$872K
SAI
247
Savvy Advisors Inc
New York
$869K +$860K +3,459 New
PFG
248
Prospect Financial Group
Virginia
$865K -$23.6K -95 -3%
FTS
249
Fifth Third Securities
Ohio
$860K -$19.1K -77 -2%
Comerica Bank
250
Comerica Bank
Texas
$858K -$18.9K -76 -2%