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Vanguard Mega Cap 300 Index ETF

525 hedge funds and large institutions have $5.76B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 175 increasing their positions, 166 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $4.7B → $5.76B (+$1.06B)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

6% more funds holding

Funds holding: 493525 (+32)

5.87% more ownership

Funds ownership: 57.21%63.07% (+5.9%)

5% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 166

Holders
525
Holders Change
+32
Holders Change %
+6.49%
% of All Funds
6.39%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
66
Increased
175
Reduced
166
Closed
24
Calls
$4.07M
Puts
Net Calls
+$4.07M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
401
Berkshire Money Management
Massachusetts
$295K +$292K +1,175 New
SFS
402
Sowell Financial Services
Arkansas
$287K -$746 -3 -0.3%
CMP
403
Christine Messmer PC
Pennsylvania
$285K +$282K +1,134 New
TRCT
404
Tower Research Capital (TRC)
New York
$281K -$447K -1,800 -62%
MAM
405
Marquette Asset Management
Minnesota
$280K
HSWM
406
Hubbell Strickland Wealth Management
Louisiana
$278K +$249 +1 +0.1%
SOS
407
Silver Oak Securities
Tennessee
$275K -$31.1K -125 -10%
HCM
408
Hollencrest Capital Management
California
$274K -$497 -2 -0.2%
GSEP
409
Golden State Equity Partners
California
$274K
IP
410
Indivisible Partners
Florida
$272K +$269K +1,083 New
WG
411
Warner Group
Connecticut
$271K
PPA
412
Pacific Point Advisors
California
$270K +$267K +1,074 New
Koshinski Asset Management
413
Koshinski Asset Management
Illinois
$269K -$497 -2 -0.2%
SAM
414
Summit Asset Management
Tennessee
$264K
WF
415
Warner Financial
Maryland
$262K +$1.24K +5 +0.5%
EWA
416
EP Wealth Advisors
California
$262K +$259K +1,043 New
SFGM
417
Stonebridge Financial Group (Missouri)
Missouri
$259K +$257K +1,032 New
PGFC
418
Peapack-Gladstone Financial Corp
New Jersey
$257K
MA
419
Mutual Advisors
Nebraska
$257K +$254K +1,022 New
RFA
420
Resurgent Financial Advisors
Georgia
$250K -$1.74K -7 -0.7%
DIA
421
Davidson Investment Advisors
Montana
$248K
DTC
422
Davidson Trust Company
Washington
$248K
NL
423
NWAM LLC
Washington
$247K +$249 +1 +0.1%
TTWM
424
TCV Trust & Wealth Management
Virginia
$244K -$33.6K -135 -12%
WA
425
Waverly Advisors
Alabama
$242K +$249 +1 +0.1%