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Vanguard Mega Cap 300 Index ETF

525 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 66 funds opening new positions, 175 increasing their positions, 166 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $4.7B → $5.76B (+$1.06B)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

6% more funds holding

Funds holding: 493525 (+32)

5.87% more ownership

Funds ownership: 57.21%63.07% (+5.9%)

5% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 166

Holders
525
Holders Change
+32
Holders Change %
+6.49%
% of All Funds
6.39%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
66
Increased
175
Reduced
166
Closed
24
Calls
$4.07M
Puts
Net Calls
+$4.07M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.25B +$805M +3,238,448 +188%
Bank of America
2
Bank of America
North Carolina
$391M -$3.4M -13,683 -0.9%
NYLIM
3
New York Life Investment Management
New York
$177M -$1.78M -7,171 -1%
VIA
4
Vantagepoint Investment Advisers
District of Columbia
$166M
Morgan Stanley
5
Morgan Stanley
New York
$149M +$4.39M +17,646 +3%
Wells Fargo
6
Wells Fargo
California
$148M +$5.42M +21,811 +4%
LIM
7
Leavell Investment Management
Alabama
$126M -$294K -1,181 -0.2%
LPL Financial
8
LPL Financial
California
$122M +$1.45M +5,822 +1%
RIG
9
RiverFront Investment Group
Virginia
$122M +$751K +3,019 +0.6%
UBS Group
10
UBS Group
Switzerland
$121M -$3.34M -13,453 -3%
JP Morgan Chase
11
JP Morgan Chase
New York
$120M +$5.67M +22,799 +5%
Ameriprise
12
Ameriprise
Minnesota
$118M -$240K -964 -0.2%
PA
13
Procyon Advisors
Connecticut
$114M -$1.11M -4,448 -1%
Raymond James Financial
14
Raymond James Financial
Florida
$111M +$251K +1,008 +0.2%
CB
15
Cadence Bank
Mississippi
$109M +$912K +3,669 +0.9%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$109M +$2.64M +10,606 +3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$74.1M -$1.11M -4,447 -1%
AC
18
Apella Capital
Connecticut
$60.6M -$11.8M -47,562 -16%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$58.6M -$792K -3,187 -1%
SWRP
20
Summit Wealth & Retirement Planning
California
$53.8M -$460K -1,849 -0.9%
AG
21
Ascent Group
Virginia
$53.5M +$1.35M +5,419 +3%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$52.8M -$143K -576 -0.3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$51.3M -$1.56M -6,293 -3%
VFP
24
Verus Financial Partners
Virginia
$51.2M -$1.06M -4,246 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$50.1M -$1.79M -7,188 -3%