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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
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$47.3M -$1.26M -5,064 -3%
BCI
27
Brinker Capital Investments
Pennsylvania
$44.2M +$129K +518 +0.3%
OCM
28
One Capital Management
California
$44.2M +$1.65M +6,645 +4%
Truist Financial
29
Truist Financial
North Carolina
$41.1M -$3.05M -12,262 -7%
IC
30
IEQ Capital
California
$41M +$174K +699 +0.4%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$40.9M +$2.2M +8,838 +6%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$38M +$6.35M +25,550 +20%
IPA
33
Investment Planning Advisors
Georgia
$34.2M -$152K -611 -0.4%
PMG
34
ProVise Management Group
Florida
$33.8M +$316K +1,271 +1%
BDF
35
Black Diamond Financial
Maryland
$28.4M -$34.6K -139 -0.1%
MFIM
36
Mesirow Financial Investment Management
Illinois
$27.1M -$5.36M -21,552 -17%
WWG
37
West Wealth Group
California
$26.1M +$1.72M +6,920 +7%
Goldman Sachs
38
Goldman Sachs
New York
$25.4M +$21.2M +85,413 +547%
Osaic Holdings
39
Osaic Holdings
Arizona
$24.8M -$2.29M -9,227 -9%
TWP
40
Triad Wealth Partners
Kansas
$23.6M +$4.86M +19,549 +26%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$23.5M +$503K +2,022 +2%
PWM
42
Praetorian Wealth Management
California
$22.7M -$509K -2,048 -2%
MOS
43
MGO One Seven
Ohio
$22.5M +$9.03M +36,332 +68%
FSA
44
Financial Services Advisory
Maryland
$22.5M -$321K -1,293 -1%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$22M -$356K -1,431 -2%
EWM
46
Empirical Wealth Management
Washington
$21.5M +$663K +2,666 +3%
CIA
47
Capital Investment Advisors
Georgia
$21.4M +$1.31M +5,254 +7%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$21.3M +$1.76M +7,079 +9%
WA
49
Win Advisors
Florida
$21M +$20.8M +83,640 New
EWA
50
Exencial Wealth Advisors
Oklahoma
$20.9M -$828K -3,330 -4%