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Vanguard Mega Cap 300 Index ETF

469 hedge funds and large institutions have $3.7B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 133 increasing their positions, 158 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more call options, than puts

Call options by funds: $292K | Put options by funds: $292K

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

16% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 158

Holders
469
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$292K
Puts
$292K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$14.9M
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$14.9M
WWG
53
West Wealth Group
California
$13.4M
CA
54
Capital Advantage
California
$13.3M
HWM
55
HB Wealth Management
Georgia
$13M
BFG
56
Buttonwood Financial Group
Missouri
$13M
KP
57
Keel Point
Alabama
$11M
SA
58
Sanctuary Advisors
Indiana
$10.7M
CCM
59
Colorado Capital Management
Colorado
$10.6M
TWM
60
TriaGen Wealth Management
California
$10.6M
Baird Financial Group
61
Baird Financial Group
Wisconsin
$10.5M
KAS
62
Kestra Advisory Services
Texas
$10.1M
PFM
63
Phillips Financial Management
Indiana
$10M
PJSIMP
64
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.92M
SFS
65
Security Financial Services
Indiana
$9.71M
Bank of New York Mellon
66
Bank of New York Mellon
New York
$9.6M
Jones Financial Companies
67
Jones Financial Companies
Missouri
$9.21M
BFAG
68
Blackston Financial Advisory Group
Florida
$9.08M
DWM
69
Destination Wealth Management
California
$8.94M
PWA
70
Physician Wealth Advisors
Utah
$8.91M
BEAM
71
Baker Ellis Asset Management
Washington
$8.46M
SB
72
Strategic Blueprint
Georgia
$7.95M
SC
73
Steph & Co
Wisconsin
$7.92M
MGIA
74
Moneta Group Investment Advisors
Missouri
$7.76M
FFA
75
Florida Financial Advisors
Florida
$7.62M