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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
SF
251
Summit Financial
New Jersey
$743K +$1.99K +8 +0.3%
HAS
252
HBW Advisory Services
California
$734K +$23.1K +93 +3%
EFG
253
Embree Financial Group
Illinois
$721K -$744 -3 -0.1%
VAI
254
Vanguard Advisers Inc
Pennsylvania
$718K +$754K +3,038 New
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$707K +$202K +812 +37%
MFWP
256
Mosaic Family Wealth Partners
Missouri
$694K +$1.99K +8 +0.3%
PCA
257
Prosperity Capital Advisors
Ohio
$693K -$70.5K -284 -9%
RFC
258
Regions Financial Corp
Alabama
$688K
SAI
259
Savvy Advisors Inc
New York
$677K -$148K -595 -17%
FOR
260
Family Office Research
Maryland
$674K +$2.23K +9 +0.3%
KWA
261
Kingswood Wealth Advisors
California
$672K +$706K +2,843 New
OAS
262
Optivise Advisory Services
Tennessee
$670K +$5.96K +24 +0.9%
BWA
263
BCU Wealth Advisors
Illinois
$665K +$1.24K +5 +0.2%
FRA
264
Front Row Advisors
California
$662K
OIA
265
OneDigital Investment Advisors
Kansas
$660K -$35.2K -142 -5%
GP
266
Greenline Partners
New York
$658K
WWG
267
West Wealth Group
California
$654K -$25.1M -100,961 -97%
SPW
268
Sonoma Private Wealth
California
$647K -$19.4K -78 -3%
AA
269
Ancora Advisors
Ohio
$643K
GWMR
270
GC Wealth Management RIA
Massachusetts
$629K -$73.5K -296 -10%
MWM
271
Mosley Wealth Management
California
$617K -$154K -619 -20%
SMC
272
Smith, Moore & Co
Missouri
$614K
PFA
273
Pathway Financial Advisors
Vermont
$609K
HFS
274
Hantz Financial Services
Michigan
$609K
B
275
Bailard
California
$602K