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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
GWM
326
Geneos Wealth Management
Colorado
$516K +$64.4K +259 +14%
MFGM
327
Marshall Financial Group (Maryland)
Maryland
$516K -$10.7K -43 -2%
NP
328
NorthRock Partners
Minnesota
$513K +$190K +764 +60%
SIM
329
Stratos Investment Management
Ohio
$511K
GRP
330
Global Retirement Partners
California
$511K +$105K +423 +26%
AWM
331
Accurate Wealth Management
Florida
$510K +$22.1K +89 +5%
AT
332
Adelphi Trust
Florida
$502K +$497K +2,000 New
MT
333
Midwest Trust
Kansas
$502K +$497K +2,000 New
HTC
334
Haverford Trust Company
Pennsylvania
$501K
SCA
335
Snowden Capital Advisors
New York
$499K +$493K +1,985 New
DI
336
Disciplined Investors
Texas
$494K -$23.9K -96 -5%
MWA
337
Medallion Wealth Advisors
Connecticut
$491K
MAV
338
Mason & Associates (Virginia)
Virginia
$477K -$34.8K -140 -7%
Simplex Trading
339
Simplex Trading
Illinois
$473K +$469K +1,885 New
ML
340
McAdam LLC
Pennsylvania
$469K -$25.9K -104 -5%
GJIA
341
Glass Jacobson Investment Advisors
Maryland
$469K -$57.7K -232 -11%
AC
342
Avant Capital
Louisiana
$463K +$61.7K +248 +16%
CF
343
Calder Financial
Pennsylvania
$458K +$453K +1,822 New
CFB
344
Cullen/Frost Bankers
Texas
$452K
CMBA
345
C.M. Bidwell & Associates
Hawaii
$443K
DAS
346
Diversify Advisory Services
Utah
$440K +$4.97K +20 +1%
EL
347
EWA LLC
Pennsylvania
$435K +$1.99K +8 +0.5%
SEIA
348
Signature Estate & Investment Advisors
California
$424K +$12.4K +50 +3%
DAS
349
Dynamic Advisor Solutions
Arizona
$423K +$36.3K +146 +9%
PFG
350
Prosperity Financial Group
California
$419K +$2.49K +10 +0.6%