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Vanguard Mega Cap 300 Index ETF

465 hedge funds and large institutions have $3.68B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 132 increasing their positions, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+18
Holders Change %
+4.03%
% of All Funds
6.23%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.27%
New
45
Increased
132
Reduced
155
Closed
20
Calls
$292K
Puts
$292K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
26
One Capital Management
California
$37.3M -$1.81M -8,056 -5%
IC
27
IEQ Capital
California
$36.8M -$14.8K -66 -0%
BCI
28
Brinker Capital Investments
Pennsylvania
$32.8M -$1.88M -8,361 -5%
PMG
29
ProVise Management Group
Florida
$29.7M -$61.4K -273 -0.2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$26.7M -$675K -3,000 -2%
MFIM
31
Mesirow Financial Investment Management
Illinois
$24M +$374K +1,665 +2%
AG
32
Ascent Group
Virginia
$22.9M +$7.49M +33,284 +49%
BDF
33
Black Diamond Financial
Maryland
$22M -$41.2K -183 -0.2%
FSA
34
Financial Services Advisory
Maryland
$20.7M -$1.32M -5,860 -6%
Two Sigma Investments
35
Two Sigma Investments
New York
$20.7M +$19.1M +85,000 +1,181%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$20.1M +$1.98M +8,693 +11%
EWA
37
Exencial Wealth Advisors
Oklahoma
$20.1M +$240K +1,066 +1%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$19.9M +$8.97M +39,878 +82%
PWM
39
Praetorian Wealth Management
California
$19.8M +$19.8M +88,207 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$19.3M +$2.09M +9,291 +12%
AC
41
AlphaCore Capital
California
$17.5M +$15.1M +66,985 +623%
CIA
42
Capital Investment Advisors
Georgia
$16.9M +$1.16M +5,159 +7%
Osaic Holdings
43
Osaic Holdings
Arizona
$16.8M -$4.83M -22,630 -22%
MPW
44
MA Private Wealth
California
$16.5M -$184K -817 -1%
EWM
45
Empirical Wealth Management
Washington
$16.4M +$448K +1,992 +3%
CAM
46
Cozad Asset Management
Illinois
$16.3M -$64.1K -285 -0.4%
Creative Planning
47
Creative Planning
Kansas
$16M -$1.83M -8,158 -10%
VWA
48
VSM Wealth Advisory
Maryland
$15.9M -$731K -3,252 -4%
MWM
49
Modera Wealth Management
New Jersey
$15.7M -$626K -2,784 -4%
SL
50
Systelligence LLC
Minnesota
$15M +$1.14M +5,067 +8%