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Vanguard Mega Cap 300 Index ETF

522 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 65 funds opening new positions, 174 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 funds holding

Funds holding:

5.83% more ownership

Funds ownership: 57.19%63.02% (+5.8%)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 166

Holders
522
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
JIC
426
Johnson Investment Counsel
Ohio
$237K
BIG
427
Brookwood Investment Group
Arizona
$235K
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$234K
TWG
429
The Wealth Group
Minnesota
$233K
RFN
430
Redwood Financial Network
Ohio
$231K
CW
431
Curio Wealth
Maryland
$229K
RFP
432
Root Financial Partners
California
$227K
MWM
433
Modern Wealth Management
Kansas
$222K
SL
434
Salomon & Ludwin
Virginia
$218K
GOCP
435
Great Oak Capital Partners
Massachusetts
$212K
MFA
436
Mayflower Financial Advisors
Massachusetts
$211K
CFS
437
CRA Financial Services
New Jersey
$210K
LPT
438
Legacy Private Trust
Wisconsin
$210K
CIAS
439
Capital Investment Advisory Services
North Carolina
$209K
CBA
440
Coastal Bridge Advisors
Connecticut
$207K
VFA
441
Valeo Financial Advisors
Indiana
$206K
OC
442
Oakworth Capital
Alabama
$205K
OC
443
Oppenheimer & Co
New York
$205K
ACI
444
Alpha Cubed Investments
California
$204K
FWA
445
FSM Wealth Advisors
Ohio
$203K
WDL
446
Well Done LLC
Michigan
$203K
FA
447
FF Advisors
California
$201K
PGAM
448
Princeton Global Asset Management
New Jersey
$201K
NCM
449
Northwest Capital Management
Oregon
$199K
OA
450
Operose Advisors
Wisconsin
$186K