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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
SF
401
Schaeffer Financial
Maryland
$242K +$254K +1,023 New
AssetMark Inc
402
AssetMark Inc
California
$240K -$298K -1,201 -54%
FWTB
403
First Western Trust Bank
Colorado
$234K -$59.1K -238 -19%
DTC
404
Davidson Trust Company
Washington
$233K
ZI
405
ZEGA Investments
Florida
$233K -$146K -588 -37%
SAW
406
Signal Advisors Wealth
Michigan
$229K +$241K +970 New
BIG
407
Brookwood Investment Group
Arizona
$228K +$7.45K +30 +3%
RFA
408
Resurgent Financial Advisors
Georgia
$228K -$7.2K -29 -3%
WANY
409
Wealthspire Advisors (New York)
New York
$228K +$3.47K +14 +1%
Simplex Trading
410
Simplex Trading
Illinois
$226K -$231K -930 -49%
OBWG
411
Onyx Bridge Wealth Group
New York
$225K
NL
412
NWAM LLC
Washington
$224K -$5.71K -23 -2%
LSIA
413
LaSalle St. Investment Advisors
Illinois
$224K
JIC
414
Johnson Investment Counsel
Ohio
$223K +$496 +2 +0.2%
CBU
415
CIBC Bancorp USA
Illinois
$220K +$232K +933 New
TWG
416
The Wealth Group
Minnesota
$219K +$496 +2 +0.2%
MWM
417
Modern Wealth Management
Kansas
$211K +$248 +1 +0.1%
CW
418
Curio Wealth
Maryland
$208K -$4.96K -20 -2%
MA
419
Mutual Advisors
Nebraska
$208K -$35.2K -142 -14%
AF
420
Advisornet Financial
Minnesota
$208K -$102K -412 -32%
FA
421
FF Advisors
California
$208K
FWA
422
FSM Wealth Advisors
Ohio
$206K +$15.6K +63 +8%
SL
423
Salomon & Ludwin
Virginia
$205K
Koshinski Asset Management
424
Koshinski Asset Management
Illinois
$202K -$53.9K -217 -20%
PGAM
425
Princeton Global Asset Management
New Jersey
$201K +$12.7K +51 +6%