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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
RCS
376
Retirement Capital Strategies
California
$302K
WDL
377
Well Done LLC
Michigan
$301K +$116K +466 +58%
OCM
378
Orion Capital Management
California
$297K
FFN
379
Focus Financial Network
Minnesota
$290K -$32.5K -131 -10%
TWP
380
Triad Wealth Partners
Kansas
$289K -$23.1M -92,899 -99%
AWMI
381
Aegis Wealth Management (Iowa)
Iowa
$287K
DIA
382
Davidson Investment Advisors
Montana
$285K +$54.1K +218 +22%
PIA
383
Panoramic Investment Advisors
Colorado
$284K
MMA
384
Miracle Mile Advisors
California
$281K
CMP
385
Christine Messmer PC
Pennsylvania
$269K +$993 +4 +0.4%
WA
386
Waverly Advisors
Alabama
$266K +$40.2K +162 +17%
JWA
387
JFS Wealth Advisors
Pennsylvania
$264K -$1.05M -4,232 -79%
MAM
388
Marquette Asset Management
Minnesota
$263K
HSWM
389
Hubbell Strickland Wealth Management
Louisiana
$263K +$744 +3 +0.3%
HCM
390
Hollencrest Capital Management
California
$257K
IP
391
Indivisible Partners
Florida
$256K
WG
392
Warner Group
Connecticut
$255K
ISFAN
393
Investor's Fiduciary Advisor Network
Washington
$254K -$28.5K -115 -10%
PPA
394
Pacific Point Advisors
California
$254K
SAM
395
Summit Asset Management
Tennessee
$248K
WF
396
Warner Financial
Maryland
$248K +$744 +3 +0.3%
BCM
397
BTC Capital Management
Iowa
$247K -$294K -1,184 -53%
EWA
398
EP Wealth Advisors
California
$247K
SFGM
399
Stonebridge Financial Group (Missouri)
Missouri
$244K
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$242K