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Vanguard Mega Cap 300 Index ETF

447 hedge funds and large institutions have $3.04B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-8
Holders Change %
-1.76%
% of All Funds
6.07%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
36
Increased
161
Reduced
137
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SL
51
Systelligence LLC
Minnesota
$12.4M +$1.68M +8,325 +16%
HWM
52
HB Wealth Management
Georgia
$11.6M +$553K +2,748 +5%
CW
53
CreativeOne Wealth
Kansas
$11.3M -$1.56M -7,737 -12%
BMM
54
Berkshire Money Management
Massachusetts
$9.85M -$99.7K -495 -1%
KP
55
Keel Point
Alabama
$9.79M -$840K -4,171 -8%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$9.75M +$7.05K +35 +0.1%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$9.53M -$241K -1,199 -2%
PJSIMP
58
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.27M -$513K -2,547 -5%
TWM
59
TriaGen Wealth Management
California
$9.27M -$61.4K -305 -0.7%
PFM
60
Phillips Financial Management
Indiana
$8.97M
BFG
61
Buttonwood Financial Group
Missouri
$8.89M +$5.5M +28,976 +162%
BFAG
62
Blackston Financial Advisory Group
Florida
$8.56M -$612K -3,039 -7%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$8.53M -$17.3K -86 -0.2%
DWM
64
Destination Wealth Management
California
$8.33M +$70.7K +351 +0.9%
CCM
65
Colorado Capital Management
Colorado
$8.29M +$1.24M +6,154 +18%
WWG
66
West Wealth Group
California
$8.19M +$5.65M +27,931 +222%
BEAM
67
Baker Ellis Asset Management
Washington
$7.86M -$9.06K -45 -0.1%
PWA
68
Physician Wealth Advisors
Utah
$7.63M +$859K +4,267 +13%
KAS
69
Kestra Advisory Services
Texas
$7.4M -$1.73M -8,572 -19%
SB
70
Strategic Blueprint
Georgia
$7.39M +$335K +1,665 +5%
FFA
71
Florida Financial Advisors
Florida
$7.12M -$1.12M -5,563 -14%
SFS
72
Security Financial Services
Indiana
$6.84M +$3.89M +19,303 +132%
MGIA
73
Moneta Group Investment Advisors
Missouri
$6.8M +$1.9M +9,411 +39%
EFN
74
Equita Financial Network
Pennsylvania
$6.38M
SC
75
Steph & Co
Wisconsin
$5.99M +$88.6K +440 +2%