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Vanguard Mega Cap 300 Index ETF

465 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, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+18
Holders Change %
+4.03%
% of All Funds
6.23%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.27%
New
45
Increased
132
Reduced
155
Closed
20
Calls
$292K
Puts
$292K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Calton & Associates
Florida
$6.9M +$671K +2,985 +11%
TWM
77
Tradition Wealth Management
Minnesota
$6.54M -$53.1K -236 -0.8%
DT
78
Diversified Trust
Tennessee
$6.5M
MML Investors Services
79
MML Investors Services
Massachusetts
$6.49M -$107K -477 -2%
BFG
80
Beacon Financial Group
Texas
$6.33M +$2.46M +10,930 +64%
Wealthfront Advisers
81
Wealthfront Advisers
California
$6.16M -$65.7K -292 -1%
PP
82
Patten & Patten
Tennessee
$6.14M +$1.34M +5,960 +28%
ECA
83
Elevation Capital Advisory
Oregon
$6.01M +$6.01M +26,724 New
SWM
84
Segment Wealth Management
Texas
$5.95M +$495K +2,203 +9%
IA
85
IFP Advisors
Florida
$5.78M -$91.3K -406 -2%
AAS
86
Avantax Advisory Services
Texas
$5.72M -$91.5K -407 -2%
Citigroup
87
Citigroup
New York
$5.62M +$5.52M +24,538 +5,311%
HPC
88
Hobart Private Capital
North Carolina
$5.59M +$1.29M +5,747 +30%
ZF
89
Zhang Financial
Michigan
$5.56M -$971K -4,319 -15%
CAM
90
Cresset Asset Management
Illinois
$5.52M -$51.2K -227 -0.9%
WA
91
Waterford Advisors
New York
$5.45M -$146M -23,448 -96%
FAI
92
Fiduciary Advisors Inc
Missouri
$5.4M +$126K +561 +2%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$5.23M -$295K -1,311 -5%
CCM
94
Coldstream Capital Management
Washington
$5.18M -$98.7K -439 -2%
MA
95
Montag & Associates
Georgia
$5.18M -$54.8K -243 -1%
FWA
96
Flagship Wealth Advisors
Massachusetts
$5.04M -$513K -2,282 -9%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$5.01M +$152K +676 +3%
SFO
98
Stokes Family Office
Louisiana
$5.01M
CA
99
Claro Advisors
Massachusetts
$4.86M +$2.05M +9,113 +73%
PAG
100
Private Advisor Group
New Jersey
$4.7M -$163K -725 -3%