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
AF
301
Apollon Financial
South Carolina
$581K
C1AG
302
Client 1st Advisory Group
Florida
$578K +$497 +2 +0.1%
BWM
303
BAM Wealth Management
Colorado
$577K -$250K -1,006 -30%
HP
304
Holistic Planning
Texas
$572K +$566K +2,276 New
WCAMG
305
Woodard & Company Asset Management Group
North Carolina
$569K -$19.4K -78 -3%
CF
306
Centaurus Financial
California
$561K -$26.1K -105 -4%
BCM
307
BTC Capital Management
Iowa
$560K +$554K +2,230 New
AssetMark Inc
308
AssetMark Inc
California
$557K -$4.23K -17 -0.8%
CIA
309
Compass Ion Advisors
Pennsylvania
$557K +$2.49K +10 +0.5%
MMPW
310
Mitchell McLeod Pugh & Williams
Alabama
$554K -$32.3K -130 -6%
RA
311
RFG Advisory
Alabama
$553K -$367K -1,477 -40%
FFA
312
Farther Finance Advisors
California
$552K +$298K +1,198 +120%
PSF
313
Pacific Sun Financial
California
$552K +$9.45K +38 +2%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$548K -$4.97K -20 -0.9%
RWA
315
River Wealth Advisors
Pennsylvania
$543K -$12.4K -50 -2%
SIAS
316
Summit Investment Advisory Services
Minnesota
$539K
FSWA
317
Financial Synergies Wealth Advisors
Texas
$535K +$1.74K +7 +0.3%
CL
318
Cabana LLC
Arkansas
$534K +$528K +2,124 New
BBHC
319
Brown Brothers Harriman & Co
New York
$532K
Betterment LLC
320
Betterment LLC
New York
$528K +$22.1K +89 +4%
TA
321
TFB Advisors
Kansas
$523K +$517K +2,081 New
CAL
322
Capital Advisors Ltd
Ohio
$521K -$150K -602 -22%
PB
323
Pinnacle Bancorp
Nebraska
$519K
FCBT
324
First Citizens Bank & Trust
North Carolina
$519K -$11.9K -48 -2%
VPIM
325
Vanguard Personalized Indexing Management
California
$518K -$55.4K -223 -10%