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Vanguard Mega Cap 300 Index ETF

499 hedge funds and large institutions have $4.49B invested in Vanguard Mega Cap 300 Index ETF in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 156 increasing their positions, 178 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
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
AC
51
AlphaCore Capital
California
$13.9M
CIA
52
Choate Investment Advisors
Massachusetts
$13.7M
Goldman Sachs
53
Goldman Sachs
New York
$13.4M
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$11.6M
TWM
55
TriaGen Wealth Management
California
$11.4M
RFS
56
Retirement Financial Solutions
Tennessee
$11.2M
Baird Financial Group
57
Baird Financial Group
Wisconsin
$11.2M
KAS
58
Kestra Advisory Services
Texas
$11M
CW
59
CreativeOne Wealth
Kansas
$10.7M
SL
60
Systelligence LLC
Minnesota
$10.6M
PWA
61
Physician Wealth Advisors
Utah
$10.6M
SC
62
Steph & Co
Wisconsin
$10.4M
Bank of New York Mellon
63
Bank of New York Mellon
New York
$10M
BFAG
64
Blackston Financial Advisory Group
Florida
$9.61M
FSA
65
Financial Services Advisory
Maryland
$9.39M
DWM
66
Destination Wealth Management
California
$9.11M
PJSIMP
67
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.93M
CA
68
Calton & Associates
Florida
$8.74M
PFM
69
Phillips Financial Management
Indiana
$8.48M
MPW
70
MA Private Wealth
California
$8.46M
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$8.44M
BEAM
72
Baker Ellis Asset Management
Washington
$8.4M
SWM
73
Segment Wealth Management
Texas
$8.3M
MML Investors Services
74
MML Investors Services
Massachusetts
$8.15M
MGIA
75
Moneta Group Investment Advisors
Missouri
$7.93M