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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
6.23%
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 %
GSWM
401
Golden State Wealth Management
California
$139K +$103K +457 +286%
FC
402
Fairscale Capital
New Hampshire
$138K +$24.2K +105 +21%
WFA
403
Wells Financial Advisors
Massachusetts
$123K
BMM
404
Berkshire Money Management
Massachusetts
$120K -$10.9M -48,363 -99%
HWA
405
Heritage Wealth Advisors
Virginia
$118K
GEA
406
Glen Eagle Advisors
New Jersey
$96K
AIC
407
Archer Investment Corporation
Indiana
$92.9K
Qube Research & Technologies (QRT)
408
Qube Research & Technologies (QRT)
United Kingdom
$88.8K -$96K -427 -52%
DI
409
DAGCO Inc
Ohio
$87.7K
TRCT
410
Tower Research Capital (TRC)
New York
$86.6K -$128K -567 -60%
NB
411
NBT Bank
New York
$84.1K
OFG
412
Oxford Financial Group
Indiana
$81K
CAM
413
Costello Asset Management
Pennsylvania
$78.7K -$11.5K -51 -13%
Bank of Montreal
414
Bank of Montreal
Ontario, Canada
$74.9K +$39.4K +175 +111%
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$73.5K +$73.5K +327 New
SS
416
Sunbelt Securities
Texas
$73.1K +$30.6K +144 +72%
BF
417
BOK Financial
Oklahoma
$71.7K
MA
418
MCF Advisors
Kentucky
$63.6K
CTB
419
Country Trust Bank
Illinois
$63K
NP
420
NorthRock Partners
Minnesota
$62.5K
CSB
421
City State Bank
Iowa
$52.2K
SS
422
SBI Securities
Japan
$50.4K +$7.65K +34 +18%
CFP
423
Comprehensive Financial Planning
Pennsylvania
$47.7K
AWM
424
AllSquare Wealth Management
New York
$47.2K
APW
425
Acima Private Wealth
Virginia
$47.2K