We are live on ! Find out more
MGC icon

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
OBWG
426
Onyx Bridge Wealth Group
New York
$240K
WANY
427
Wealthspire Advisors (New York)
New York
$239K +$6.96K +28 +3%
LSIA
428
LaSalle St. Investment Advisors
Illinois
$237K -$7.46K -30 -3%
JIC
429
Johnson Investment Counsel
Ohio
$237K +$994 +4 +0.4%
BIG
430
Brookwood Investment Group
Arizona
$235K +$1.99K +8 +0.9%
CIBC Private Wealth Group
431
CIBC Private Wealth Group
Georgia
$234K +$150K +605 +185%
TWG
432
The Wealth Group
Minnesota
$233K +$746 +3 +0.3%
RFN
433
Redwood Financial Network
Ohio
$231K
CW
434
Curio Wealth
Maryland
$229K -$9.7K -39 -4%
RFP
435
Root Financial Partners
California
$227K -$4.72K -19 -2%
MWM
436
Modern Wealth Management
Kansas
$222K -$1.74K -7 -0.8%
SL
437
Salomon & Ludwin
Virginia
$218K
GOCP
438
Great Oak Capital Partners
Massachusetts
$212K -$20.9K -84 -9%
MFA
439
Mayflower Financial Advisors
Massachusetts
$211K
CFS
440
CRA Financial Services
New Jersey
$210K +$208K +835 New
LPT
441
Legacy Private Trust
Wisconsin
$210K
CIAS
442
Capital Investment Advisory Services
North Carolina
$209K -$60.2K -242 -23%
CBA
443
Coastal Bridge Advisors
Connecticut
$207K +$249 +1 +0.1%
VFA
444
Valeo Financial Advisors
Indiana
$206K
OC
445
Oakworth Capital
Alabama
$205K
OC
446
Oppenheimer & Co
New York
$205K +$203K +816 New
ACI
447
Alpha Cubed Investments
California
$204K +$202K +813 New
FWA
448
FSM Wealth Advisors
Ohio
$203K +$201K +810 New
WDL
449
Well Done LLC
Michigan
$203K +$201K +807 New
FA
450
FF Advisors
California
$201K +$199K +802 New