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Vanguard Mega Cap 300 Index ETF

515 hedge funds and large institutions have $5.73B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 171 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 ownership

Funds ownership:

6% more funds holding

Funds holding: 488515 (+27)

3% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 166

Holders
515
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
AMG
176
APS Management Group
California
$1.94M
NA
177
NewEdge Advisors
Louisiana
$1.91M
GM
178
GeoWealth Management
Illinois
$1.89M
Lido Advisors
179
Lido Advisors
California
$1.87M
PFPG
180
Pinnacle Financial Partners (Georgia)
Georgia
$1.85M
SCM
181
Sheridan Capital Management
California
$1.78M
GVAG
182
Great Valley Advisor Group
Delaware
$1.77M
LFAS
183
Level Four Advisory Services
Texas
$1.76M
3IP
184
3Chopt Investment Partners
Virginia
$1.69M
SQA
185
Simon Quick Advisors
New Jersey
$1.67M
RFM
186
Royal Fund Management
Florida
$1.64M
BF
187
Brooklyn FI
New York
$1.62M
ACS
188
Archford Capital Strategies
Illinois
$1.61M
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$1.61M
AQR Capital Management
190
AQR Capital Management
Connecticut
$1.55M
BW
191
BIP Wealth
Georgia
$1.54M
SMWM
192
Silvia McColl Wealth Management
California
$1.52M
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$1.51M
TWP
194
Tempus Wealth Planning
California
$1.51M
BIM
195
Breakwater Investment Management
Washington
$1.46M
AO
196
Advisor OS
Illinois
$1.44M
ONB
197
Old National Bancorp
Indiana
$1.43M
MA
198
MJP Associates
Connecticut
$1.41M
CCWM
199
Cassaday & Co Wealth Management
Virginia
$1.38M
SWP
200
Stratos Wealth Partners
Ohio
$1.36M