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Vanguard Mega Cap 300 Index ETF

465 hedge funds and large institutions have $3.68B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 132 increasing their positions, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+18
Holders Change %
+4.03%
% of All Funds
6.24%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.27%
New
45
Increased
132
Reduced
155
Closed
20
Calls
$292K
Puts
$292K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFP
351
Root Financial Partners
California
$283K +$283K +1,256 New
PIA
352
Panoramic Investment Advisors
Colorado
$270K -$33.7K -150 -11%
MMA
353
Miracle Mile Advisors
California
$268K -$675 -3 -0.3%
PWM
354
Prosperity Wealth Management
California
$266K +$10.6K +47 +4%
ZI
355
ZEGA Investments
Florida
$264K -$57.8K -257 -18%
IFWM
356
Institute for Wealth Management
Colorado
$258K -$11.3K -50 -4%
SFS
357
Sowell Financial Services
Arkansas
$257K +$257K +1,144 New
TTWM
358
TCV Trust & Wealth Management
Virginia
$249K -$59.6K -265 -19%
AWM
359
AE Wealth Management
Kansas
$249K +$13K +58 +6%
HSWM
360
Hubbell Strickland Wealth Management
Louisiana
$248K
HCM
361
Hollencrest Capital Management
California
$245K
CIAS
362
Capital Investment Advisory Services
North Carolina
$241K +$140K +624 +139%
Koshinski Asset Management
363
Koshinski Asset Management
Illinois
$241K +$241K +1,071 New
SIA
364
Soltis Investment Advisors
Utah
$236K
SAM
365
Summit Asset Management
Tennessee
$236K
FFN
366
Focus Financial Network
Minnesota
$234K -$3.16K -14 -1%
WF
367
Warner Financial
Maryland
$233K +$2.92K +13 +1%
QCM
368
Quantinno Capital Management
New York
$231K +$231K +1,028 New
Empower Advisory Group
369
Empower Advisory Group
Colorado
$231K -$141K -625 -38%
PGFC
370
Peapack-Gladstone Financial Corp
New Jersey
$230K
GSEP
371
Golden State Equity Partners
California
$230K
EWA
372
EP Wealth Advisors
California
$227K
RFA
373
Resurgent Financial Advisors
Georgia
$226K +$226K +1,004 New
NL
374
NWAM LLC
Washington
$224K +$224K +970 New
BPA
375
Beacon Pointe Advisors
California
$223K -$393K -1,747 -64%