We are live on ! Find out more
MGC icon

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
HWM
251
HRC Wealth Management
Idaho
$855K +$3.98K +16 +0.5%
SL
252
StoryOne LLC
Kansas
$849K
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$827K -$761K -3,062 -48%
FIA
254
Foundations Investment Advisors
Arizona
$825K +$816K +3,284 New
WA
255
Whipplewood Advisors
Colorado
$824K -$24.4K -98 -3%
QCM
256
Quantinno Capital Management
New York
$818K +$469K +1,888 +138%
PA
257
PFG Advisors
Arizona
$814K -$232K -932 -22%
PCA
258
Prosperity Capital Advisors
Ohio
$808K -$27.6K -111 -3%
SSWM
259
Sheets Smith Wealth Management
North Carolina
$804K
RWM
260
Riverchase Wealth Management
Texas
$802K
SF
261
Summit Financial
New Jersey
$788K +$3.23K +13 +0.4%
MWM
262
Mosley Wealth Management
California
$776K +$782K +3,145 New
EFG
263
Embree Financial Group
Illinois
$767K
HAS
264
HBW Advisory Services
California
$756K +$70.8K +285 +10%
FFC
265
First Financial Corp
Indiana
$754K
GWMR
266
GC Wealth Management RIA
Massachusetts
$743K -$37.8K -152 -5%
MWM
267
Maridea Wealth Management
New York
$740K -$97.2K -391 -12%
OIA
268
OneDigital Investment Advisors
Kansas
$737K +$2.24K +9 +0.3%
MFWP
269
Mosaic Family Wealth Partners
Missouri
$735K
VPF
270
Vantage Point Financial
Illinois
$733K +$316K +1,270 +77%
RFC
271
Regions Financial Corp
Alabama
$731K -$249 -1 -0%
BCA
272
Bay Capital Advisors
Virginia
$727K +$746 +3 +0.1%
FOR
273
Family Office Research
Maryland
$720K +$3.48K +14 +0.5%
SPW
274
Sonoma Private Wealth
California
$708K
OAS
275
Optivise Advisory Services
Tennessee
$706K +$49K +197 +8%