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Vanguard Mega Cap 300 Index ETF

499 hedge funds and large institutions have $4.49B invested in Vanguard Mega Cap 300 Index ETF in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 156 increasing their positions, 178 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.88M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
26
IEQ Capital
California
$37.4M
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$36.4M
IPA
28
Investment Planning Advisors
Georgia
$35.9M
BCI
29
Brinker Capital Investments
Pennsylvania
$35.9M
OCM
30
One Capital Management
California
$33.8M
PMG
31
ProVise Management Group
Florida
$32.1M
MFIM
32
Mesirow Financial Investment Management
Illinois
$31.3M
BDF
33
Black Diamond Financial
Maryland
$26.5M
PWM
34
Praetorian Wealth Management
California
$22.8M
JP Morgan Chase
35
JP Morgan Chase
New York
$21.8M
EWM
36
Empirical Wealth Management
Washington
$21.1M
CIA
37
Capital Investment Advisors
Georgia
$21.1M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$20.6M
Osaic Holdings
39
Osaic Holdings
Arizona
$20.1M
EWA
40
Exencial Wealth Advisors
Oklahoma
$19.1M
VWA
41
VSM Wealth Advisory
Maryland
$16.5M
Creative Planning
42
Creative Planning
Kansas
$16.1M
MWM
43
Modera Wealth Management
New Jersey
$16M
PP
44
Patten & Patten
Tennessee
$15.4M
BPA
45
Beacon Pointe Advisors
California
$14.9M
Jones Financial Companies
46
Jones Financial Companies
Missouri
$14.7M
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$14.4M
CCM
48
Colorado Capital Management
Colorado
$14.1M
HWM
49
HB Wealth Management
Georgia
$14M
CA
50
Capital Advantage
California
$13.9M