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Vanguard Mega Cap 300 Index ETF

469 hedge funds and large institutions have $3.7B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 133 increasing their positions, 158 reducing their positions, and 20 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

Funds holding:

more ownership

Funds ownership:

0% more call options, than puts

Call options by funds: $292K | Put options by funds: $292K

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

16% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 158

Holders
469
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$292K
Puts
$292K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
176
Summit X LLC
Missouri
$1.42M
LFAS
177
Level Four Advisory Services
Texas
$1.41M
ONB
178
Old National Bancorp
Indiana
$1.4M
NA
179
NewEdge Advisors
Louisiana
$1.4M
TWP
180
Tempus Wealth Planning
California
$1.35M
AF
181
Allworth Financial
California
$1.31M
IWM
182
IHT Wealth Management
Illinois
$1.29M
MA
183
MJP Associates
Connecticut
$1.26M
AO
184
Advisor OS
Illinois
$1.26M
SWA
185
Strategies Wealth Advisors
Michigan
$1.26M
SWP
186
Stratos Wealth Partners
Ohio
$1.26M
JWA
187
JFS Wealth Advisors
Pennsylvania
$1.22M
AUB
188
Atlantic Union Bankshares
Virginia
$1.22M
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$1.21M
MG
190
Mather Group
Illinois
$1.19M
CCWM
191
Cassaday & Co Wealth Management
Virginia
$1.18M
MSFS
192
Main Street Financial Solutions
Pennsylvania
$1.16M
IAN
193
Integrated Advisors Network
Texas
$1.15M
MAS
194
MPWM Advisory Solutions
Georgia
$1.14M
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$1.13M
VNA
196
Valley National Advisers
Pennsylvania
$1.12M
FFA
197
Farther Finance Advisors
California
$1.11M
NS
198
NBC Securities
Alabama
$1.11M
VWM
199
Venturi Wealth Management
Texas
$1.1M
IWC
200
Integrated Wealth Concepts
Massachusetts
$1.08M