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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
VNA
201
Valley National Advisers
Pennsylvania
$1.18M
BIM
202
Breakwater Investment Management
Washington
$1.16M -$225K -905 -16%
VWM
203
Venturi Wealth Management
Texas
$1.15M
AF
204
Allworth Financial
California
$1.14M -$98.5K -397 -8%
HAP
205
Harbor Asset Planning
Massachusetts
$1.12M +$3.72K +15 +0.3%
MCM
206
MidAtlantic Capital Management
Virginia
$1.12M
NS
207
NBC Securities
Alabama
$1.11M -$28.5K -115 -2%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$1.1M +$341K +1,376 +42%
VT
209
Vise Technologies
New York
$1.1M
LW
210
Linscomb Wealth
Texas
$1.09M +$1.14M +4,599 New
AC
211
Avestar Capital
New York
$1.08M
AUB
212
Atlantic Union Bankshares
Virginia
$1.07M -$154K -622 -12%
MA
213
MKT Advisors
California
$1.06M -$41.2K -166 -4%
ANTB
214
AMG National Trust Bank
Colorado
$1.06M
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$383K -1,543 -26%
LNWTC
216
Laird Norton Wetherby Trust Company
Washington
$1.04M +$1.09M +4,396 New
DWM
217
Diversify Wealth Management
Utah
$1.04M -$82.9K -334 -8%
FTUS
218
Flow Traders U.S.
New York
$1.03M +$1.08M +4,350 New
Pathstone Holdings
219
Pathstone Holdings
New Jersey
$993K
BFA
220
Beaumont Financial Advisors
Massachusetts
$973K +$14.9K +60 +1%
SAM
221
Smartleaf Asset Management
Massachusetts
$965K -$2.23K -9 -0.2%
WFAG
222
Wescott Financial Advisory Group
Pennsylvania
$963K -$39.2K -158 -4%
IWM
223
IHT Wealth Management
Illinois
$928K -$42.2K -170 -4%
IAA
224
Independent Advisor Alliance
North Carolina
$906K +$951K +3,833 New
STA
225
Summit Trail Advisors
New York
$889K +$933K +3,760 New