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Vanguard Mega Cap 300 Index ETF

505 hedge funds and large institutions have $4.53B invested in Vanguard Mega Cap 300 Index ETF in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 159 increasing their positions, 181 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
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
CA
51
Capital Advantage
California
$13.9M
AC
52
AlphaCore Capital
California
$13.9M
CIA
53
Choate Investment Advisors
Massachusetts
$13.7M
Goldman Sachs
54
Goldman Sachs
New York
$13.4M
KP
55
Keel Point
Alabama
$12.1M
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$11.6M
TWM
57
TriaGen Wealth Management
California
$11.4M
RFS
58
Retirement Financial Solutions
Tennessee
$11.2M
Baird Financial Group
59
Baird Financial Group
Wisconsin
$11.2M
KAS
60
Kestra Advisory Services
Texas
$11M
CW
61
CreativeOne Wealth
Kansas
$10.7M
SL
62
Systelligence LLC
Minnesota
$10.6M
PWA
63
Physician Wealth Advisors
Utah
$10.6M
SC
64
Steph & Co
Wisconsin
$10.4M
Bank of New York Mellon
65
Bank of New York Mellon
New York
$10M
BFAG
66
Blackston Financial Advisory Group
Florida
$9.61M
FSA
67
Financial Services Advisory
Maryland
$9.39M
DWM
68
Destination Wealth Management
California
$9.11M
PJSIMP
69
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.93M
CA
70
Calton & Associates
Florida
$8.74M
PFM
71
Phillips Financial Management
Indiana
$8.48M
MPW
72
MA Private Wealth
California
$8.46M
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$8.44M
BEAM
74
Baker Ellis Asset Management
Washington
$8.4M
SWM
75
Segment Wealth Management
Texas
$8.3M