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Vanguard Mega Cap 300 Index ETF

466 hedge funds and large institutions have $3.68B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 132 increasing their positions, 156 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)

15% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 156

Holders
466
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
CCM
58
Colorado Capital Management
Colorado
$10.6M
TWM
59
TriaGen Wealth Management
California
$10.6M
Baird Financial Group
60
Baird Financial Group
Wisconsin
$10.5M
KAS
61
Kestra Advisory Services
Texas
$10.1M
PFM
62
Phillips Financial Management
Indiana
$10M
PJSIMP
63
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.92M
SFS
64
Security Financial Services
Indiana
$9.71M
Bank of New York Mellon
65
Bank of New York Mellon
New York
$9.6M
Jones Financial Companies
66
Jones Financial Companies
Missouri
$9.21M
BFAG
67
Blackston Financial Advisory Group
Florida
$9.08M
DWM
68
Destination Wealth Management
California
$8.94M
PWA
69
Physician Wealth Advisors
Utah
$8.91M
BEAM
70
Baker Ellis Asset Management
Washington
$8.46M
SB
71
Strategic Blueprint
Georgia
$7.95M
SC
72
Steph & Co
Wisconsin
$7.92M
MGIA
73
Moneta Group Investment Advisors
Missouri
$7.76M
FFA
74
Florida Financial Advisors
Florida
$7.62M
TWP
75
Triad Wealth Partners
Kansas
$7.05M