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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
MWM
301
Maridea Wealth Management
New York
$525K -$180K -727 -25%
CF
302
Centaurus Financial
California
$521K -$7.45K -30 -1%
MMPW
303
Mitchell McLeod Pugh & Williams
Alabama
$519K
GT
304
Glenmede Trust
Pennsylvania
$514K +$163K +657 +43%
BWM
305
BAM Wealth Management
Colorado
$512K -$32.3K -130 -6%
RWA
306
River Wealth Advisors
Pennsylvania
$511K
SIAS
307
Summit Investment Advisory Services
Minnesota
$507K
AWM
308
Accurate Wealth Management
Florida
$507K +$11.7K +47 +2%
BBHC
309
Brown Brothers Harriman & Co
New York
$500K
FSWA
310
Financial Synergies Wealth Advisors
Texas
$494K -$9.68K -39 -2%
FIA
311
Foundations Investment Advisors
Arizona
$491K -$299K -1,205 -37%
PB
312
Pinnacle Bancorp
Nebraska
$489K
MFGM
313
Marshall Financial Group (Maryland)
Maryland
$488K +$3.23K +13 +0.6%
VPIM
314
Vanguard Personalized Indexing Management
California
$487K
GWM
315
Geneos Wealth Management
Colorado
$487K +$1.49K +6 +0.3%
NP
316
NorthRock Partners
Minnesota
$484K +$496 +2 +0.1%
FFA
317
Farther Finance Advisors
California
$476K -$49.9K -201 -9%
AT
318
Adelphi Trust
Florida
$473K
MT
319
Midwest Trust
Kansas
$473K
HTC
320
Haverford Trust Company
Pennsylvania
$472K
FCBT
321
First Citizens Bank & Trust
North Carolina
$471K -$18.1K -73 -4%
William Blair & Company
322
William Blair & Company
Illinois
$469K -$193K -777 -28%
DI
323
Disciplined Investors
Texas
$465K +$496 +2 +0.1%
SIM
324
Stratos Investment Management
Ohio
$463K -$18.9K -76 -4%
MWA
325
Medallion Wealth Advisors
Connecticut
$462K