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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
PWA
76
Physician Wealth Advisors
Utah
$11M +$371K +1,492 +4%
PFM
77
Phillips Financial Management
Indiana
$10.9M -$172K -690 -2%
CW
78
CreativeOne Wealth
Kansas
$10.9M -$2.97M -11,944 -22%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$10.5M -$174K -700 -2%
BFAG
80
Blackston Financial Advisory Group
Florida
$10M -$226K -908 -2%
DWM
81
Destination Wealth Management
California
$9.72M -$146K -588 -1%
SC
82
Steph & Co
Wisconsin
$9.65M +$467K +1,877 +5%
KAS
83
Kestra Advisory Services
Texas
$9.58M +$29.1K +117 +0.3%
SFS
84
Security Financial Services
Indiana
$9.52M +$224K +901 +2%
BWM
85
BCGM Wealth Management
Indiana
$9.52M -$43.8K -176 -0.5%
PJSIMP
86
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.51M -$738K -2,968 -7%
CA
87
Calton & Associates
Florida
$9.4M -$69.6K -280 -0.7%
BEAM
88
Baker Ellis Asset Management
Washington
$9.14M -$280K -1,125 -3%
SWM
89
Segment Wealth Management
Texas
$8.79M -$24.9K -100 -0.3%
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$8.69M +$2.42M +9,716 +39%
MGIA
91
Moneta Group Investment Advisors
Missouri
$8.63M -$76.1K -306 -0.9%
BlackRock
92
BlackRock
New York
$8.31M +$5.09M +20,470 +162%
FFA
93
Florida Financial Advisors
Florida
$8.23M +$267K +1,075 +3%
EPW
94
Endeavor Private Wealth
Kansas
$8.16M +$212K +854 +3%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$7.99M +$238K +959 +3%
Wealthfront Advisers
96
Wealthfront Advisers
California
$7.71M -$96K -386 -1%
Mariner
97
Mariner
Kansas
$7.61M +$4.31M +17,343 +134%
CCM
98
Coldstream Capital Management
Washington
$7.5M +$390K +1,567 +6%
MML Investors Services
99
MML Investors Services
Massachusetts
$7.32M +$427K +1,719 +6%
PWM
100
Parkway Wealth Management
Texas
$7.3M +$7.22M +29,054 New