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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
ABWM
351
Alpine Bank Wealth Management
Colorado
$364K
PP
352
PDS Planning
Ohio
$364K +$744 +3 +0.2%
CAL
353
Capital Advisors Ltd
Ohio
$364K -$132K -532 -26%
AWM
354
Apollon Wealth Management
South Carolina
$356K +$993 +4 +0.3%
BHPW
355
Box Hill Private Wealth
Arizona
$355K +$373K +1,504 New
RCAG
356
Rehmann Capital Advisory Group
Michigan
$352K
SOS
357
Silver Oak Securities
Tennessee
$350K +$97.3K +392 +36%
SEM
358
Strategic Equity Management
Arizona
$341K -$302K -1,218 -46%
BWM
359
BCGM Wealth Management
Indiana
$341K -$9.05M -36,462 -96%
IW
360
Integrated Wealthcare
North Carolina
$339K
FPW
361
Flagship Private Wealth
Massachusetts
$334K +$993 +4 +0.3%
MAM
362
MWA Asset Management
Massachusetts
$329K +$6.2K +25 +2%
Empower Advisory Group
363
Empower Advisory Group
Colorado
$329K +$345K +1,391 New
CWA
364
Crux Wealth Advisors
California
$327K +$496 +2 +0.1%
MCM
365
MAI Capital Management
Ohio
$326K +$248 +1 +0.1%
GSIAS
366
Garden State Investment Advisory Services
New Jersey
$324K +$496 +2 +0.1%
ASN
367
Advisory Services Network
Georgia
$322K -$295K -1,190 -47%
BCM
368
Brookstone Capital Management
Illinois
$312K -$10.4K -42 -3%
AL
369
ARWA LLC
Texas
$310K +$311K +1,254 New
CA
370
Clune & Associates
Illinois
$308K
MSA
371
Marino Stram & Associates
Massachusetts
$307K
SWA
372
SFMG Wealth Advisors
Texas
$307K
SWM
373
Spire Wealth Management
Virginia
$307K
MW
374
Maia Wealth
Colorado
$305K +$744 +3 +0.2%
IFWM
375
Institute for Wealth Management
Colorado
$304K +$10.9K +44 +4%