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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 %
LAS
101
Legacy Advisory Services
Pennsylvania
$4.59M -$170K -757 -4%
P
102
&Partners
Tennessee
$4.36M +$4.36M +19,377 New
BWM
103
BCGM Wealth Management
Indiana
$4.34M +$1.38M +6,139 +47%
UWM
104
USAdvisors Wealth Management
Minnesota
$4.34M -$228K -1,015 -5%
SG
105
StoneX Group
New York
$4.18M +$296K +1,313 +8%
PCIA
106
Prime Capital Investment Advisors
Kansas
$4.17M -$49.5K -220 -1%
JWM
107
Jackson Wealth Management
Florida
$4.16M -$53.1K -236 -1%
Stifel Financial
108
Stifel Financial
Missouri
$3.87M +$1.72M +7,665 +80%
HighTower Advisors
109
HighTower Advisors
Illinois
$3.79M -$16.9K -75 -0.4%
MFA
110
McClarren Financial Advisors
Pennsylvania
$3.76M +$1.65M +7,322 +78%
AllianceBernstein
111
AllianceBernstein
Tennessee
$3.67M +$56.7K +252 +2%
Goldman Sachs
112
Goldman Sachs
New York
$3.51M -$694K -3,085 -17%
AI
113
Atria Investments
North Carolina
$3.49M +$49.7K +221 +1%
1WM
114
1900 Wealth Management
Texas
$3.48M -$16.2K -72 -0.5%
PFS
115
Prospera Financial Services
Texas
$3.38M +$154K +685 +5%
GM
116
GeoWealth Management
Illinois
$3.35M +$1.24M +5,507 +59%
LWL
117
Leo Wealth LLC
Texas
$3.2M +$3.2M +14,225 New
TWM
118
Topsail Wealth Management
North Carolina
$3.14M
PAS
119
Park Avenue Securities
New York
$3.12M -$82.8K -368 -3%
HAG
120
HF Advisory Group
Maryland
$3.08M -$36K -160 -1%
BAMG
121
Brand Asset Management Group
Missouri
$3.05M -$225K -1,000 -7%
SA
122
Sovran Advisors
California
$3.02M +$511K +2,268 +20%
SFG
123
SNS Financial Group
Minnesota
$2.95M +$241K +1,071 +9%
JJBC
124
James J. Burns & Company
New York
$2.94M -$1.03M -4,560 -26%
Franklin Resources
125
Franklin Resources
California
$2.93M