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Vanguard Mega Cap 300 Index ETF

522 hedge funds and large institutions have $5.76B invested in Vanguard Mega Cap 300 Index ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 174 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 funds holding

Funds holding:

5.83% more ownership

Funds ownership: 57.19%63.02% (+5.8%)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 166

Holders
522
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
SIC
176
Salem Investment Counselors
North Carolina
$2.04M
AMG
177
APS Management Group
California
$1.94M
NA
178
NewEdge Advisors
Louisiana
$1.91M
GM
179
GeoWealth Management
Illinois
$1.89M
Lido Advisors
180
Lido Advisors
California
$1.87M
PFPG
181
Pinnacle Financial Partners (Georgia)
Georgia
$1.85M
WIA
182
World Investment Advisors
California
$1.84M
SCM
183
Sheridan Capital Management
California
$1.78M
GVAG
184
Great Valley Advisor Group
Delaware
$1.77M
BNMT
185
Bawa N Mallick Trust
New York
$1.76M
LFAS
186
Level Four Advisory Services
Texas
$1.76M
3IP
187
3Chopt Investment Partners
Virginia
$1.69M
SQA
188
Simon Quick Advisors
New Jersey
$1.67M
RFM
189
Royal Fund Management
Florida
$1.64M
Corient Private Wealth
190
Corient Private Wealth
Florida
$1.62M
BF
191
Brooklyn FI
New York
$1.62M
ACS
192
Archford Capital Strategies
Illinois
$1.61M
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$1.61M
AQR Capital Management
194
AQR Capital Management
Connecticut
$1.55M
BW
195
BIP Wealth
Georgia
$1.54M
SMWM
196
Silvia McColl Wealth Management
California
$1.52M
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$1.51M
TWP
198
Tempus Wealth Planning
California
$1.51M
BIM
199
Breakwater Investment Management
Washington
$1.46M
AO
200
Advisor OS
Illinois
$1.44M