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Vanguard Mega Cap 300 Index ETF

522 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 65 funds opening new positions, 174 increasing their positions, 166 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5.83% more ownership

Funds ownership: 57.19%63.02% (+5.8%)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 166

Holders
522
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.07M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
BAM Wealth Management
Colorado
$577K
HP
302
Holistic Planning
Texas
$572K
WCAMG
303
Woodard & Company Asset Management Group
North Carolina
$569K
CF
304
Centaurus Financial
California
$561K
BCM
305
BTC Capital Management
Iowa
$560K
AssetMark Inc
306
AssetMark Inc
California
$557K
CIA
307
Compass Ion Advisors
Pennsylvania
$557K
MMPW
308
Mitchell McLeod Pugh & Williams
Alabama
$554K
RA
309
RFG Advisory
Alabama
$553K
FFA
310
Farther Finance Advisors
California
$552K
PSF
311
Pacific Sun Financial
California
$552K
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$548K
RWA
313
River Wealth Advisors
Pennsylvania
$543K
SIAS
314
Summit Investment Advisory Services
Minnesota
$539K
FSWA
315
Financial Synergies Wealth Advisors
Texas
$535K
CL
316
Cabana LLC
Arkansas
$534K
BBHC
317
Brown Brothers Harriman & Co
New York
$532K
Betterment LLC
318
Betterment LLC
New York
$528K
TA
319
TFB Advisors
Kansas
$523K
CAL
320
Capital Advisors Ltd
Ohio
$521K
PB
321
Pinnacle Bancorp
Nebraska
$519K
FCBT
322
First Citizens Bank & Trust
North Carolina
$519K
VPIM
323
Vanguard Personalized Indexing Management
California
$518K
GWM
324
Geneos Wealth Management
Colorado
$516K
MFGM
325
Marshall Financial Group (Maryland)
Maryland
$516K