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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
MGWA
351
Monument Group Wealth Advisors
Massachusetts
$419K +$1.99K +8 +0.5%
CA
352
Clearstead Advisors
Ohio
$416K
CA
353
CGN Advisors
Kansas
$410K
KFGK
354
Keystone Financial Group (Kentucky)
Kentucky
$409K -$9.7K -39 -2%
KeyBank National Association
355
KeyBank National Association
Ohio
$407K -$22.9K -92 -5%
FSBI
356
Fearless Solutions (Best Invest)
Texas
$401K
SHF
357
Stage Harbor Financial
Massachusetts
$396K
CH
358
CDKV Holdings
Colorado
$396K +$392K +1,576 New
WW
359
Wright Wealth
Georgia
$396K +$392K +1,575 New
ZI
360
ZEGA Investments
Florida
$395K +$71.8K +289 +23%
NWMG
361
National Wealth Management Group
Ohio
$394K +$9.94K +40 +3%
ATPW
362
Ashton Thomas Private Wealth
Arizona
$392K
FPF
363
First Pacific Financial
Washington
$392K +$1.74K +7 +0.5%
ABWM
364
Alpine Bank Wealth Management
Colorado
$387K
PP
365
PDS Planning
Ohio
$386K +$2.24K +9 +0.6%
GT
366
Glenmede Trust
Pennsylvania
$382K +$378K +1,519 New
Northern Trust
367
Northern Trust
Illinois
$380K +$994 +4 +0.3%
PS
368
Principal Securities
Iowa
$378K +$41K +165 +12%
AWM
369
Apollon Wealth Management
South Carolina
$377K -$28.3K -114 -7%
PMFA
370
Plante Moran Financial Advisors
Michigan
$376K
RCAG
371
Rehmann Capital Advisory Group
Michigan
$374K
RF
372
RHS Financial
California
$369K +$31.1K +125 +9%
HNB
373
Huntington National Bank
Ohio
$365K
IW
374
Integrated Wealthcare
North Carolina
$360K +$356K +1,434 New
EFS
375
Essex Financial Services
Connecticut
$359K -$83K -334 -19%