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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
DT
101
Diversified Trust
Tennessee
$7.26M
TWM
102
Tradition Wealth Management
Minnesota
$7.25M
FWA
103
Flagship Wealth Advisors
Massachusetts
$6.63M
IA
104
IFP Advisors
Florida
$6.54M
FA
105
FDx Advisors
Illinois
$6.25M
ZF
106
Zhang Financial
Michigan
$5.98M
CAM
107
Cresset Asset Management
Illinois
$5.95M
MA
108
Montag & Associates
Georgia
$5.77M
FAI
109
Fiduciary Advisors Inc
Missouri
$5.71M
ECA
110
Elevation Capital Advisory
Oregon
$5.62M
MFG
111
Macco Financial Group
Wisconsin
$5.57M
PAG
112
Private Advisor Group
New Jersey
$5.24M
LAS
113
Legacy Advisory Services
Pennsylvania
$5.19M
UWM
114
USAdvisors Wealth Management
Minnesota
$5.13M
SFO
115
Stokes Family Office
Louisiana
$5.09M
CCFM
116
Clear Creek Financial Management
Washington
$4.84M
Russell Investments Group
117
Russell Investments Group
United Kingdom
$4.76M
JWM
118
Jackson Wealth Management
Florida
$4.61M
PCIA
119
Prime Capital Investment Advisors
Kansas
$4.55M
CBT
120
Crews Bank & Trust
Florida
$4.34M
P
121
&Partners
Tennessee
$4.3M
AllianceBernstein
122
AllianceBernstein
Tennessee
$4.25M
SG
123
StoneX Group
New York
$4.24M
HighTower Advisors
124
HighTower Advisors
Illinois
$4.2M
Stifel Financial
125
Stifel Financial
Missouri
$4.13M