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Vanguard Mega Cap 300 Index ETF

515 hedge funds and large institutions have $5.73B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

6% more funds holding

Funds holding: 488515 (+27)

3% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 166

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.07M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
401
Golden State Equity Partners
California
$274K
IP
402
Indivisible Partners
Florida
$272K
WG
403
Warner Group
Connecticut
$271K
PPA
404
Pacific Point Advisors
California
$270K
Koshinski Asset Management
405
Koshinski Asset Management
Illinois
$269K
SAM
406
Summit Asset Management
Tennessee
$264K
WF
407
Warner Financial
Maryland
$262K
EWA
408
EP Wealth Advisors
California
$262K
SFGM
409
Stonebridge Financial Group (Missouri)
Missouri
$259K
PGFC
410
Peapack-Gladstone Financial Corp
New Jersey
$257K
MA
411
Mutual Advisors
Nebraska
$257K
RFA
412
Resurgent Financial Advisors
Georgia
$250K
DTC
413
Davidson Trust Company
Washington
$248K
DIA
414
Davidson Investment Advisors
Montana
$248K
NL
415
NWAM LLC
Washington
$247K
TTWM
416
TCV Trust & Wealth Management
Virginia
$244K
WA
417
Waverly Advisors
Alabama
$242K
OBWG
418
Onyx Bridge Wealth Group
New York
$240K
WANY
419
Wealthspire Advisors (New York)
New York
$239K
LSIA
420
LaSalle St. Investment Advisors
Illinois
$237K
JIC
421
Johnson Investment Counsel
Ohio
$237K
BIG
422
Brookwood Investment Group
Arizona
$235K
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$234K
TWG
424
The Wealth Group
Minnesota
$233K
RFN
425
Redwood Financial Network
Ohio
$231K