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Vanguard Mega Cap 300 Index ETF

505 hedge funds and large institutions have $4.53B invested in Vanguard Mega Cap 300 Index ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 160 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 525505 (-20)

12% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 181

12.41% less ownership

Funds ownership: 63.07%50.66% (-12%)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

21% less capital invested

Capital invested by funds: $5.76B → $4.53B (-$1.23B)

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
505
Holders Change
-20
Holders Change %
-3.81%
% of All Funds
6.22%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.23%
New
35
Increased
160
Reduced
181
Closed
43
Calls
$2.88M
Puts
Net Calls
+$2.88M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
126
Valmark Advisers
Ohio
$3.27M -$154K -620 -4%
HAG
127
HF Advisory Group
Maryland
$3.22M -$45.4K -183 -1%
IWA
128
Independent Wealth Advisors
North Carolina
$3.18M +$93.1K +375 +3%
PA
129
Parallel Advisors
California
$3.16M -$59.6K -240 -2%
Franklin Resources
130
Franklin Resources
California
$3.08M
GC
131
Guidance Capital
Kentucky
$3.07M +$69.7K +281 +2%
SFG
132
SNS Financial Group
Minnesota
$2.96M -$7.69K -31 -0.2%
CAC
133
Certified Advisory Corp
Florida
$2.95M +$654K +2,637 +27%
SC
134
Savant Capital
Illinois
$2.91M +$80.7K +325 +3%
BAMG
135
Brand Asset Management Group
Missouri
$2.89M -$331K -1,333 -10%
TAM
136
Tocqueville Asset Management
New York
$2.89M
PAS
137
Park Avenue Securities
New York
$2.87M -$113K -457 -4%
JJBC
138
James J. Burns & Company
New York
$2.83M -$71.7K -289 -2%
SPIA
139
Steward Partners Investment Advisory
New York
$2.82M +$455K +1,832 +18%
CIA
140
Concurrent Investment Advisors
Florida
$2.82M -$13.7M -55,180 -82%
HWA
141
Hilltop Wealth Advisors
North Carolina
$2.79M -$55.3K -223 -2%
Lido Advisors
142
Lido Advisors
California
$2.68M +$960K +3,868 +52%
NA
143
NewEdge Advisors
Louisiana
$2.66M +$905K +3,648 +48%
MGIA
144
Matthew Goff Investment Advisor
Texas
$2.64M +$2.77M +11,181 New
FFS
145
Fortress Financial Solutions
Arizona
$2.55M +$55.6K +224 +2%
RBC
146
Roble Belko & Company
Pennsylvania
$2.47M +$1.61M +6,479 +163%
CL
147
Choreo LLC
Illinois
$2.39M +$248 +1 +0%
FFL
148
Financial Freedom LLC
Ohio
$2.39M +$246K +991 +11%
HWA
149
Heartwood Wealth Advisors
Virginia
$2.38M
VF
150
Virtu Financial
New York
$2.34M +$1.21M +4,882 +98%