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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 %
VA
126
Valmark Advisers
Ohio
$2.93M +$158K +703 +6%
Mariner
127
Mariner
Kansas
$2.91M +$64.8K +288 +2%
PA
128
Parallel Advisors
California
$2.83M -$29.7K -132 -1%
HWA
129
Hilltop Wealth Advisors
North Carolina
$2.79M -$16K -71 -0.6%
SC
130
Savant Capital
Illinois
$2.78M +$546K +2,427 +24%
TAM
131
Tocqueville Asset Management
New York
$2.75M
DK
132
David Kennon
Florida
$2.68M +$18.4K +82 +0.7%
ACA
133
Aptus Capital Advisors
Alabama
$2.61M -$2.47K -11 -0.1%
AF
134
Apexium Financial
Texas
$2.59M -$584K -2,592 -18%
CCFM
135
Clear Creek Financial Management
Washington
$2.56M +$28.3K +126 +1%
SCM
136
SOL Capital Management
Maryland
$2.5M +$1.63M +7,240 +187%
GC
137
Guidance Capital
Kentucky
$2.48M -$40.1K -177 -2%
CWM
138
Congress Wealth Management
Massachusetts
$2.44M -$675 -3 -0%
KPWS
139
Kestra Private Wealth Services
Texas
$2.43M -$734K -3,263 -23%
AWS
140
Atria Wealth Solutions
New York
$2.33M -$896K -3,957 -28%
FFL
141
Financial Freedom LLC
Ohio
$2.29M +$13.5K +60 +0.6%
Cerity Partners
142
Cerity Partners
New York
$2.24M -$56.9K -253 -2%
TFS
143
Thoroughbred Financial Services
Tennessee
$2.24M -$685K -3,045 -23%
HWA
144
Heartwood Wealth Advisors
Virginia
$2.21M -$166K -736 -7%
Lido Advisors
145
Lido Advisors
California
$2.2M +$1.97M +8,758 +841%
CA
146
CoreCap Advisors
Michigan
$2.17M +$427K +1,897 +24%
SOS
147
Silver Oak Securities
Tennessee
$2.15M -$846K -3,763 -28%
CL
148
Choreo LLC
Illinois
$2.13M +$60.9K +270 +3%
US Bancorp
149
US Bancorp
Minnesota
$2.12M -$215K -958 -9%
HR
150
Hardy Reed
Mississippi
$2.11M