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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
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$460K -$1.1M -4,452 -70%
AC
327
Avant Capital
Louisiana
$434K -$1.49K -6 -0.3%
MAV
328
Mason & Associates (Virginia)
Virginia
$433K -$17.4K -70 -4%
PMFA
329
Plante Moran Financial Advisors
Michigan
$426K +$75.4K +304 +20%
Northern Trust
330
Northern Trust
Illinois
$426K +$71.5K +288 +19%
CFB
331
Cullen/Frost Bankers
Texas
$425K
EFS
332
Essex Financial Services
Connecticut
$420K +$86.9K +350 +24%
BFG
333
Beacon Financial Group
Texas
$420K -$14.6M -58,958 -97%
DAS
334
Dynamic Advisor Solutions
Arizona
$418K +$21.3K +86 +5%
CMBA
335
C.M. Bidwell & Associates
Hawaii
$412K -$4.96K -20 -1%
EL
336
EWA LLC
Pennsylvania
$408K -$744 -3 -0.2%
ML
337
McAdam LLC
Pennsylvania
$402K -$40.9K -165 -9%
PS
338
Principal Securities
Iowa
$398K +$44.4K +179 +12%
PFG
339
Prosperity Financial Group
California
$395K
MGWA
340
Monument Group Wealth Advisors
Massachusetts
$394K
AWA
341
Arkadios Wealth Advisors
Georgia
$392K +$412K +1,659 New
CA
342
Clearstead Advisors
Ohio
$391K
KFGK
343
Keystone Financial Group (Kentucky)
Kentucky
$387K +$2.48K +10 +0.6%
CA
344
CGN Advisors
Kansas
$386K
KeyBank National Association
345
KeyBank National Association
Ohio
$383K
SHF
346
Stage Harbor Financial
Massachusetts
$372K
FPF
347
First Pacific Financial
Washington
$370K +$1.24K +5 +0.3%
ATPW
348
Ashton Thomas Private Wealth
Arizona
$369K
CH
349
CDKV Holdings
Colorado
$367K -$5.71K -23 -1%
FSBI
350
Fearless Solutions (Best Invest)
Texas
$365K -$12.9K -52 -3%