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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
SA
51
Sanctuary Advisors
Indiana
$18.2M +$925K +3,722 +5%
MPW
52
MA Private Wealth
California
$18.1M -$280K -1,125 -2%
CAM
53
Cozad Asset Management
Illinois
$17.5M -$202K -811 -1%
VWA
54
VSM Wealth Advisory
Maryland
$17.5M -$426K -1,713 -2%
BPA
55
Beacon Pointe Advisors
California
$17.4M +$15.3M +61,645 +787%
MWM
56
Modera Wealth Management
New Jersey
$17.1M -$162K -652 -1%
Creative Planning
57
Creative Planning
Kansas
$16.9M -$1.44M -5,781 -8%
CIA
58
Concurrent Investment Advisors
Florida
$16.9M +$14.4M +57,846 +624%
PP
59
Patten & Patten
Tennessee
$15.8M +$4.14M +16,648 +36%
BFG
60
Beacon Financial Group
Texas
$15.3M +$959K +3,859 +7%
HWM
61
HB Wealth Management
Georgia
$14.9M
AC
62
AlphaCore Capital
California
$14.7M -$4.14M -16,671 -22%
CIA
63
Choate Investment Advisors
Massachusetts
$14.6M +$14.4M +58,067 New
CA
64
Capital Advantage
California
$14.6M +$122K +491 +0.9%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$14.6M +$2.12M +8,538 +17%
CCM
66
Colorado Capital Management
Colorado
$13.4M +$661K +2,659 +5%
HPC
67
Hobart Private Capital
North Carolina
$12.6M +$9.94K +40 +0.1%
KP
68
Keel Point
Alabama
$12.5M +$214K +862 +2%
SL
69
Systelligence LLC
Minnesota
$12.4M +$3.25M +13,057 +36%
JF
70
Jump Financial
Illinois
$12.1M +$12M +48,366 New
Baird Financial Group
71
Baird Financial Group
Wisconsin
$12.1M +$112K +449 +0.9%
TWM
72
TriaGen Wealth Management
California
$11.9M -$7.71K -31 -0.1%
RFS
73
Retirement Financial Solutions
Tennessee
$11.6M +$613K +2,465 +6%
CA
74
Claro Advisors
Massachusetts
$11.4M +$1.39M +5,579 +14%
ETC
75
Exchange Traded Concepts
Oklahoma
$11.1M +$11M +44,270 New