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Vanguard Mega Cap 300 Index ETF

447 hedge funds and large institutions have $3.04B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-8
Holders Change %
-1.76%
% of All Funds
6.07%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
36
Increased
161
Reduced
137
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
401
Oxford Financial Group
Indiana
$72.5K
BF
402
BOK Financial
Oklahoma
$64.2K -$14.1K -70 -18%
MA
403
MCF Advisors
Kentucky
$56.8K +$201 +1 +0.4%
CTB
404
Country Trust Bank
Illinois
$56.4K
NP
405
NorthRock Partners
Minnesota
$55.8K +$55.8K +277 New
PIS
406
POM Investment Strategies
North Carolina
$51.6K +$51.6K +256 New
CSB
407
City State Bank
Iowa
$46.7K
CFP
408
Comprehensive Financial Planning
Pennsylvania
$42.7K +$201 +1 +0.5%
AWM
409
AllSquare Wealth Management
New York
$42.3K
APW
410
Acima Private Wealth
Virginia
$42.3K
VNIM
411
Vaughan Nelson Investment Management
Texas
$41K
RWM
412
Rialto Wealth Management
New York
$40.9K -$1.41K -7 -3%
TCOV
413
Trust Company of Vermont
Vermont
$40.7K
SS
414
Sunbelt Securities
Texas
$40.3K -$29K -144 -42%
FFWM
415
Future Financial Wealth Management
Ohio
$40.3K
S
416
SignatureFD
Georgia
$40.1K
TFGT
417
TS Financial Group (TSFG)
Illinois
$40K
CFFP
418
Center for Financial Planning
Michigan
$39.3K
SS
419
SBI Securities
Japan
$38.3K +$8.66K +43 +29%
MIA
420
Milestone Investment Advisors
Wisconsin
$35.4K
GSWM
421
Golden State Wealth Management
California
$32.2K +$5.04K +25 +19%
Bank of Montreal
422
Bank of Montreal
Ontario, Canada
$31.8K
GPFA
423
Game Plan Financial Advisors
Ohio
$26.2K
CBT
424
Crews Bank & Trust
Florida
$23.2K
SCA
425
Stuart Chaussee & Associates
California
$23.2K