We are live on ! Find out more
MGC icon

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
LFAS
176
Level Four Advisory Services
Texas
$1.65M +$496 +2 +0%
VNT
177
Vanguard National Trust
Pennsylvania
$1.62M +$1.7M +6,854 New
3IP
178
3Chopt Investment Partners
Virginia
$1.59M
Jane Street
179
Jane Street
New York
$1.59M +$1.67M +6,722 New
SQA
180
Simon Quick Advisors
New Jersey
$1.57M
GM
181
GeoWealth Management
Illinois
$1.55M -$235K -947 -13%
ONB
182
Old National Bancorp
Indiana
$1.54M +$203K +820 +14%
SMWM
183
Silvia McColl Wealth Management
California
$1.49M +$66K +266 +4%
KPWS
184
Kestra Private Wealth Services
Texas
$1.48M -$1.11M -4,466 -42%
SFS
185
Security Financial Services
Indiana
$1.48M -$7.86M -31,655 -83%
ACS
186
Archford Capital Strategies
Illinois
$1.47M -$53.4K -215 -3%
AO
187
Advisor OS
Illinois
$1.46M +$104K +418 +7%
MA
188
MJP Associates
Connecticut
$1.46M +$131K +527 +9%
BW
189
BIP Wealth
Georgia
$1.44M -$10.4K -42 -0.7%
PFPG
190
Pinnacle Financial Partners (Georgia)
Georgia
$1.42M -$336K -1,354 -18%
TWP
191
Tempus Wealth Planning
California
$1.42M
MAS
192
MPWM Advisory Solutions
Georgia
$1.38M +$105K +423 +8%
DADC
193
D.A. Davidson & Co
Montana
$1.35M +$197K +793 +16%
FFS
194
Flavin Financial Services
Florida
$1.32M +$37.5K +151 +3%
CCWM
195
Cassaday & Co Wealth Management
Virginia
$1.31M +$12.9K +52 +0.9%
SWP
196
Stratos Wealth Partners
Ohio
$1.29M +$7.94K +32 +0.6%
AWM
197
AE Wealth Management
Kansas
$1.29M -$1.18M -4,773 -47%
CCFM
198
Clear Creek Financial Management
Washington
$1.27M -$3.45M -13,901 -72%
MG
199
Mather Group
Illinois
$1.24M
LWM
200
LongView Wealth Management
Georgia
$1.21M -$14.6K -59 -1%