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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
CW
426
Curio Wealth
Maryland
$229K
RFP
427
Root Financial Partners
California
$227K
MWM
428
Modern Wealth Management
Kansas
$222K
SL
429
Salomon & Ludwin
Virginia
$218K
GOCP
430
Great Oak Capital Partners
Massachusetts
$212K
MFA
431
Mayflower Financial Advisors
Massachusetts
$211K
CFS
432
CRA Financial Services
New Jersey
$210K
LPT
433
Legacy Private Trust
Wisconsin
$210K
CIAS
434
Capital Investment Advisory Services
North Carolina
$209K
CBA
435
Coastal Bridge Advisors
Connecticut
$207K
VFA
436
Valeo Financial Advisors
Indiana
$206K
OC
437
Oakworth Capital
Alabama
$205K
OC
438
Oppenheimer & Co
New York
$205K
ACI
439
Alpha Cubed Investments
California
$204K
FWA
440
FSM Wealth Advisors
Ohio
$203K
WDL
441
Well Done LLC
Michigan
$203K
FA
442
FF Advisors
California
$201K
PGAM
443
Princeton Global Asset Management
New Jersey
$201K
NCM
444
Northwest Capital Management
Oregon
$199K
OA
445
Operose Advisors
Wisconsin
$186K
LFG
446
Larson Financial Group
Missouri
$171K
AAG
447
Armstrong Advisory Group
Massachusetts
$159K
GSWM
448
Golden State Wealth Management
California
$156K
AIC
449
Archer Investment Corporation
Indiana
$127K
FHA
450
Flagship Harbor Advisors
Massachusetts
$125K