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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
SEIA
276
Signature Estate & Investment Advisors
California
$597K +$207K +836 +49%
KCWM
277
Kane Co Wealth Management
Iowa
$594K
CP
278
Capital Planning
Washington
$592K
FFC
279
First Financial Corp
Indiana
$591K -$124K -500 -17%
NRC
280
New Republic Capital
North Carolina
$590K
AMG
281
APS Management Group
California
$589K -$1.3M -5,225 -68%
MWA
282
Meridian Wealth Advisors
Texas
$588K
BCA
283
Bay Capital Advisors
Virginia
$587K -$102K -412 -14%
FCA
284
FLC Capital Advisors
California
$586K
CL
285
Cabana LLC
Arkansas
$572K +$72.7K +293 +14%
CFA
286
Churchill Financial Advisors
Kentucky
$570K
RWP
287
RWA Wealth Partners
Massachusetts
$567K -$26.1K -105 -4%
CJ
288
Caitlin John
Michigan
$564K -$5.96K -24 -1%
JIC
289
Joel Isaacson & Co
New York
$555K +$1.49K +6 +0.3%
AV
290
Aspiring Ventures
Ohio
$553K
GJIA
291
Glass Jacobson Investment Advisors
Maryland
$551K +$115K +464 +25%
GSEP
292
Golden State Equity Partners
California
$550K +$307K +1,238 +114%
USB
293
Union Savings Bank
Connecticut
$550K
AF
294
Apollon Financial
South Carolina
$547K +$248 +1 +0%
C1AG
295
Client 1st Advisory Group
Florida
$544K +$248 +1 +0%
PSF
296
Pacific Sun Financial
California
$544K +$26.1K +105 +5%
WCAMG
297
Woodard & Company Asset Management Group
North Carolina
$536K
RF
298
RHS Financial
California
$533K +$196K +788 +54%
Betterment LLC
299
Betterment LLC
New York
$531K +$35.5K +143 +7%
CIA
300
Compass Ion Advisors
Pennsylvania
$525K +$1.49K +6 +0.3%