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Vanguard Mega Cap 300 Index ETF

522 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 65 funds opening new positions, 174 increasing their positions, 166 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5.83% more ownership

Funds ownership: 57.19%63.02% (+5.8%)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 166

Holders
522
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.07M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
226
Diversify Wealth Management
Utah
$1.1M
HFA
227
Hershey Financial Advisers
Pennsylvania
$1.08M
SAM
228
Smartleaf Asset Management
Massachusetts
$1.07M
WFAG
229
Wescott Financial Advisory Group
Pennsylvania
$1.06M
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$1.05M
SWA
231
Strategies Wealth Advisors
Michigan
$1.04M
PCM
232
Parsons Capital Management
Rhode Island
$1.04M
IWM
233
IHT Wealth Management
Illinois
$1.03M
BFA
234
Beaumont Financial Advisors
Massachusetts
$1.02M
RBC
235
Roble Belko & Company
Pennsylvania
$998K
CCA
236
Checchi Capital Advisers
California
$962K
WFA
237
West Financial Advisors
Iowa
$937K
MFG
238
Merit Financial Group
Georgia
$925K
PTC
239
Private Trust Company
Ohio
$921K
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$920K
TA
241
TrueWealth Advisors
Alabama
$904K
ATI
242
ARK & TLK Investments
Oklahoma
$885K
FPGK
243
Financial Partners Group (Kansas)
Kansas
$885K
MWM
244
Mission Wealth Management
California
$872K
SAI
245
Savvy Advisors Inc
New York
$869K
PFG
246
Prospect Financial Group
Virginia
$865K
FTS
247
Fifth Third Securities
Ohio
$860K
Comerica Bank
248
Comerica Bank
Texas
$858K
HWM
249
HRC Wealth Management
Idaho
$855K
SL
250
StoryOne LLC
Kansas
$849K