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Vanguard Morningstar Mega Cap ETF

507 hedge funds and large institutions have $4.53B invested in Vanguard Morningstar Mega Cap ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 160 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 525507 (-18)

12% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 182

12.4% less ownership

Funds ownership: 63.07%50.67% (-12%)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

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
507
Holders Change
-18
Holders Change %
-3.43%
% of All Funds
6.2%
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
182
Closed
44
Calls
$2.88M
Puts
Net Calls
+$2.88M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
226
Summit Trail Advisors
New York
$889K +$933K +3,760 New
CCA
227
Checchi Capital Advisers
California
$883K -$23.3K -94 -2%
WFA
228
West Financial Advisors
Iowa
$882K
PTC
229
Private Trust Company
Ohio
$864K -$2.98K -12 -0.3%
MFG
230
Merit Financial Group
Georgia
$863K -$8.69K -35 -1%
SWA
231
Strategies Wealth Advisors
Michigan
$856K -$134K -538 -13%
PCM
232
Parsons Capital Management
Rhode Island
$851K -$136K -550 -13%
ATI
233
ARK & TLK Investments
Oklahoma
$833K
TA
234
TrueWealth Advisors
Alabama
$832K -$19.9K -80 -2%
FPGK
235
Financial Partners Group (Kansas)
Kansas
$830K +$5.46K +22 +0.6%
MWM
236
Mission Wealth Management
California
$820K
PFG
237
Prospect Financial Group
Virginia
$814K
HWM
238
HRC Wealth Management
Idaho
$810K +$5.71K +23 +0.7%
IFG
239
Independent Financial Group
California
$807K -$115K -463 -12%
IWC
240
Integrated Wealth Concepts
Massachusetts
$806K +$179K +722 +27%
SL
241
StoryOne LLC
Kansas
$799K
WA
242
Whipplewood Advisors
Colorado
$786K +$11.7K +47 +1%
SCA
243
Snowden Capital Advisors
New York
$785K +$332K +1,337 +67%
HP
244
Holistic Planning
Texas
$782K +$257K +1,034 +45%
HPC
245
Hobart Private Capital
North Carolina
$777K -$11.7M -47,072 -93%
Corient Private Wealth
246
Corient Private Wealth
Florida
$767K -$798K -3,215 -50%
PA
247
PFG Advisors
Arizona
$765K -$744 -3 -0.1%
SSWM
248
Sheets Smith Wealth Management
North Carolina
$756K
RWM
249
Riverchase Wealth Management
Texas
$755K
EH
250
Equitable Holdings
New York
$748K +$56.8K +229 +8%

MGC Hedge Fund Activity: Q1 2026 in Review

507 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q1 2026, worth a combined $4.53B — down 21% from $5.76B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of MGC and 35 opened new positions — a net loss of 9 holders — while 182 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.

  • 507 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q1 2026, down from 525 in Q4 2025.
  • Funds reported $4.53B of Vanguard Morningstar Mega Cap ETF stock for Q1 2026, down 21% quarter-over-quarter.
  • 35 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q1 2026 and 44 closed out, a net change of -9 holders.
  • The largest Vanguard Morningstar Mega Cap ETF buyer in Q1 2026 was Huntington National Bank, an estimated $108M added.
  • The largest Vanguard Morningstar Mega Cap ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $388M sold.

Based on aggregated 13F filings for Q1 2026.