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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
NWM
501
Nova Wealth Management
Florida
$25.1K
BL
502
BFSG LLC
California
$19.6K -$43.5K -175 -69%
CPBTD
503
Central Pacific Bank - Trust Division
Hawaii
$18.8K +$1.74K +7 +10%
Citigroup
504
Citigroup
New York
$17.6K -$242K -972 -93%
CMP
505
Coston McIsaac & Partners
Maine
$17K
Bank of Montreal
506
Bank of Montreal
Ontario, Canada
$14.6K
BFS
507
Beacon Financial Strategies
North Carolina
$14.1K +$13.9K +56 New
SAG
508
SageView Advisory Group
California
$12.8K +$12.7K +51 New
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.6K
AWM
510
Abound Wealth Management
Tennessee
$11.8K
KFG
511
Kingdom Financial Group
Arizona
$10.8K +$10.7K +43 New
EWA
512
EverSource Wealth Advisors
Alabama
$8.04K
NWM
513
Navigoe Wealth Management
California
$8K
EWM
514
Evermay Wealth Management
Virginia
$7.03K +$6.96K +28 New
SEP
515
Signature Equity Partners
Ohio
$6.7K +$6.71K +27 New
GWP
516
Gen-Wealth Partners
Michigan
$6.28K
MWPCG
517
Measured Wealth Private Client Group
New Hampshire
$5.87K +$3.23K +13 +130%
M
518
MOTCO
Texas
$5.78K
SVWA
519
Sarver Vrooman Wealth Advisors
Missouri
$5.53K
TFA
520
Transamerica Financial Advisors
Florida
$5.47K +$1.74K +7 +47%
GI
521
GAMMA Investing
California
$5.02K
SGK
522
Steigerwald Gordon & Koch
Virginia
$5.02K
TPCW
523
TD Private Client Wealth
New York
$4.77K -$249 -1 -5%
GFA
524
Gladwyn Financial Advisors
Virginia
$1.54K
BGWM
525
Bridge Generations Wealth Management
Florida
$1.26K