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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
6.21%
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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$803M -$388M -1,562,250 -32%
Bank of America
2
Bank of America
North Carolina
$369M +$1.46M +5,869 +0.4%
NYLIM
3
New York Life Investment Management
New York
$176M +$9.95M +40,113 +6%
VIA
4
Vantagepoint Investment Advisers
District of Columbia
$153M -$3.1M -12,487 -2%
Morgan Stanley
5
Morgan Stanley
New York
$141M +$5.96K +24 +0%
Wells Fargo
6
Wells Fargo
California
$138M -$1.62M -6,542 -1%
LIM
7
Leavell Investment Management
Alabama
$119M +$940K +3,787 +0.8%
LPL Financial
8
LPL Financial
California
$110M -$5.26M -21,205 -4%
UBS Group
9
UBS Group
Switzerland
$110M -$3.91M -15,775 -3%
PA
10
Procyon Advisors
Connecticut
$104M -$3.47M -13,969 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$103M +$1.02M +4,105 +0.9%
HNB
12
Huntington National Bank
Ohio
$103M +$108M +434,625 New
Ameriprise
13
Ameriprise
Minnesota
$91.4M -$20.5M -82,760 -18%
Raymond James Financial
14
Raymond James Financial
Florida
$82.5M -$23.1M -93,132 -21%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$69M -$712K -2,871 -1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$66.1M +$11.5M +46,400 +20%
AC
17
Apella Capital
Connecticut
$56.4M -$5.89M -23,754 -10%
VFP
18
Verus Financial Partners
Virginia
$51.7M +$37.7K +152 +0.1%
SWRP
19
Summit Wealth & Retirement Planning
California
$50.9M +$314K +1,264 +0.6%
Two Sigma Investments
20
Two Sigma Investments
New York
$47.3M +$49.7M +200,200 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$45.4M -$4.43M -17,845 -8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$43.1M -$4.27M -17,208 -9%
Truist Financial
23
Truist Financial
North Carolina
$41.6M +$3.1M +12,495 +8%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$41.5M -$3.16M -12,745 -7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$41.1M -$7.52M -30,300 -15%

MGC Hedge Fund Activity: Q1 2026 in Review

505 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2026, worth a combined $4.53B — down 21% from $5.76B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MGC and 35 opened new positions — a net loss of 8 holders — while 181 trimmed existing stakes and 160 added.

The largest buyer was Huntington National Bank, opening a new position worth an estimated $108M. The largest seller was Envestnet Asset Management, cutting an estimated $388M.

  • 505 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2026, down from 525 in Q4 2025.
  • Funds reported $4.53B of Vanguard Mega Cap 300 Index ETF stock for Q1 2026, down 21% quarter-over-quarter.
  • 35 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2026 and 43 closed out, a net change of -8 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2026 was Huntington National Bank, an estimated $108M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $388M sold.

Based on aggregated 13F filings for Q1 2026.