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Vanguard Mega Cap 300 Index ETF

522 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 65 funds opening new positions, 174 increasing their positions, 166 reducing their positions, and 24 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5.83% more ownership

Funds ownership: 57.19%63.02% (+5.8%)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 166

Holders
522
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.07M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
76
Physician Wealth Advisors
Utah
$11M
PFM
77
Phillips Financial Management
Indiana
$10.9M
CW
78
CreativeOne Wealth
Kansas
$10.9M
Bank of New York Mellon
79
Bank of New York Mellon
New York
$10.5M
BFAG
80
Blackston Financial Advisory Group
Florida
$10M
DWM
81
Destination Wealth Management
California
$9.72M
SC
82
Steph & Co
Wisconsin
$9.65M
KAS
83
Kestra Advisory Services
Texas
$9.58M
SFS
84
Security Financial Services
Indiana
$9.52M
BWM
85
BCGM Wealth Management
Indiana
$9.52M
PJSIMP
86
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.51M
CA
87
Calton & Associates
Florida
$9.4M
BEAM
88
Baker Ellis Asset Management
Washington
$9.14M
SWM
89
Segment Wealth Management
Texas
$8.79M
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$8.69M
MGIA
91
Moneta Group Investment Advisors
Missouri
$8.63M
BlackRock
92
BlackRock
New York
$8.31M
FFA
93
Florida Financial Advisors
Florida
$8.23M
EPW
94
Endeavor Private Wealth
Kansas
$8.16M
Fidelity Investments
95
Fidelity Investments
Massachusetts
$7.99M
Wealthfront Advisers
96
Wealthfront Advisers
California
$7.71M
Mariner
97
Mariner
Kansas
$7.61M
CCM
98
Coldstream Capital Management
Washington
$7.5M
MML Investors Services
99
MML Investors Services
Massachusetts
$7.32M
PWM
100
Parkway Wealth Management
Texas
$7.3M