We are live on ! Find out more
MGC icon

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
DT
101
Diversified Trust
Tennessee
$7.26M
TWM
102
Tradition Wealth Management
Minnesota
$7.25M -$48.2K -194 -0.7%
FWA
103
Flagship Wealth Advisors
Massachusetts
$6.63M +$668K +2,688 +11%
IA
104
IFP Advisors
Florida
$6.54M +$7.46K +30 +0.1%
FA
105
FDx Advisors
Illinois
$6.25M -$98.4K -396 -2%
ZF
106
Zhang Financial
Michigan
$5.98M -$174K -701 -3%
CAM
107
Cresset Asset Management
Illinois
$5.95M -$197K -794 -3%
MA
108
Montag & Associates
Georgia
$5.77M
FAI
109
Fiduciary Advisors Inc
Missouri
$5.71M +$26.8K +108 +0.5%
ECA
110
Elevation Capital Advisory
Oregon
$5.62M +$3.03M +12,207 +120%
MFG
111
Macco Financial Group
Wisconsin
$5.57M +$5.51M +22,169 New
PAG
112
Private Advisor Group
New Jersey
$5.24M +$126K +505 +2%
LAS
113
Legacy Advisory Services
Pennsylvania
$5.19M +$1.99K +8 +0%
UWM
114
USAdvisors Wealth Management
Minnesota
$5.13M +$43.5K +175 +0.9%
SFO
115
Stokes Family Office
Louisiana
$5.09M -$497K -2,000 -9%
CCFM
116
Clear Creek Financial Management
Washington
$4.84M +$922K +3,708 +24%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$4.76M -$674K -2,711 -13%
JWM
118
Jackson Wealth Management
Florida
$4.61M -$40.5K -163 -0.9%
PCIA
119
Prime Capital Investment Advisors
Kansas
$4.55M -$39.8K -160 -0.9%
CBT
120
Crews Bank & Trust
Florida
$4.34M +$1.57M +6,330 +58%
P
121
&Partners
Tennessee
$4.3M -$159K -638 -4%
AllianceBernstein
122
AllianceBernstein
Tennessee
$4.25M -$45.5K -183 -1%
SG
123
StoneX Group
New York
$4.24M +$162K +651 +4%
HighTower Advisors
124
HighTower Advisors
Illinois
$4.2M +$746 +3 +0%
Stifel Financial
125
Stifel Financial
Missouri
$4.13M +$136K +547 +3%