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Vanguard Mega Cap 300 Index ETF

447 hedge funds and large institutions have $3.04B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-8
Holders Change %
-1.76%
% of All Funds
6.07%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
36
Increased
161
Reduced
137
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
326
Apollon Wealth Management
South Carolina
$308K +$62.2K +309 +25%
PP
327
PDS Planning
Ohio
$307K +$604 +3 +0.2%
Northern Trust
328
Northern Trust
Illinois
$304K
RWP
329
RWA Wealth Partners
Massachusetts
$303K -$201K -999 -40%
MAM
330
MWA Asset Management
Massachusetts
$302K -$5.84K -29 -2%
PMFA
331
Plante Moran Financial Advisors
Michigan
$302K
RCAG
332
Rehmann Capital Advisory Group
Michigan
$300K
AC
333
Avant Capital
Louisiana
$299K
KFGK
334
Keystone Financial Group (Kentucky)
Kentucky
$297K -$9.87K -49 -3%
PFG
335
Prosperity Financial Group
California
$296K -$2.01K -10 -0.7%
Fisher Asset Management
336
Fisher Asset Management
Washington
$294K -$65.1K -323 -18%
ZI
337
ZEGA Investments
Florida
$288K +$13.5K +67 +5%
BCM
338
Brookstone Capital Management
Illinois
$287K -$32.8K -163 -10%
ISFAN
339
Investor's Fiduciary Advisor Network
Washington
$286K -$50.8K -253 -15%
MSAM
340
Moloney Securities Asset Management
Missouri
$283K
CWA
341
Crux Wealth Advisors
California
$277K -$17.9K -89 -6%
TTWM
342
TCV Trust & Wealth Management
Virginia
$276K -$9.06K -45 -3%
WIC
343
Whitegate Investment Counselors
New Hampshire
$273K +$273K +1,355 New
Kovitz Investment Group Partners
344
Kovitz Investment Group Partners
Illinois
$272K +$604 +3 +0.2%
PIA
345
Panoramic Investment Advisors
Colorado
$272K
GS
346
GTS Securities
New York
$264K +$264K +1,309 New
MSA
347
Marino Stram & Associates
Massachusetts
$262K
SWA
348
SFMG Wealth Advisors
Texas
$262K
FPW
349
Flagship Private Wealth
Massachusetts
$261K +$806 +4 +0.3%
AF
350
Advisornet Financial
Minnesota
$261K