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Vanguard Mega Cap 300 Index ETF

465 hedge funds and large institutions have $3.68B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 132 increasing their positions, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+18
Holders Change %
+4.03%
% of All Funds
6.24%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.27%
New
45
Increased
132
Reduced
155
Closed
20
Calls
$292K
Puts
$292K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
301
Accurate Wealth Management
Florida
$411K
MFG
302
Merit Financial Group
Georgia
$406K +$406K +1,806 New
CFB
303
Cullen/Frost Bankers
Texas
$405K
DAS
304
Diversify Advisory Services
Utah
$404K -$11.7K -50 -3%
VBWMG
305
Von Berge Wealth Management Group
California
$403K +$1.14K +5 +0.3%
GWM
306
Geneos Wealth Management
Colorado
$403K -$229K -1,016 -36%
EH
307
Equitable Holdings
New York
$400K -$7.2K -32 -2%
EFS
308
Essex Financial Services
Connecticut
$398K -$5.4K -24 -1%
CMBA
309
C.M. Bidwell & Associates
Hawaii
$397K
EL
310
EWA LLC
Pennsylvania
$386K -$2.47K -11 -0.6%
CA
311
Clearstead Advisors
Ohio
$372K
MGWA
312
Monument Group Wealth Advisors
Massachusetts
$372K
PFG
313
Prosperity Financial Group
California
$369K +$37.6K +167 +11%
SEIA
314
Signature Estate & Investment Advisors
California
$368K -$96K -427 -21%
CA
315
CGN Advisors
Kansas
$367K -$19.3K -86 -5%
KFGK
316
Keystone Financial Group (Kentucky)
Kentucky
$364K +$32.6K +145 +10%
AssetMark Inc
317
AssetMark Inc
California
$363K -$609K -2,709 -63%
AWM
318
Apollon Wealth Management
South Carolina
$363K +$19.6K +87 +6%
SHF
319
Stage Harbor Financial
Massachusetts
$354K
DAS
320
Dynamic Advisor Solutions
Arizona
$354K -$6.75K -30 -2%
ATPW
321
Ashton Thomas Private Wealth
Arizona
$352K
PP
322
PDS Planning
Ohio
$343K
RWP
323
RWA Wealth Partners
Massachusetts
$338K -$1.13K -5 -0.3%
PMFA
324
Plante Moran Financial Advisors
Michigan
$337K
MAM
325
MWA Asset Management
Massachusetts
$335K -$2.92K -13 -0.9%