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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
FTS
251
Fifth Third Securities
Ohio
$747K -$65.3K -263 -8%
SF
252
Summit Financial
New Jersey
$743K +$1.99K +8 +0.3%
HAS
253
HBW Advisory Services
California
$734K +$23.1K +93 +3%
EFG
254
Embree Financial Group
Illinois
$721K -$744 -3 -0.1%
Vanguard Advisers Inc
255
Vanguard Advisers Inc
Pennsylvania
$718K +$754K +3,038 New
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$707K +$202K +812 +37%
MFWP
257
Mosaic Family Wealth Partners
Missouri
$694K +$1.99K +8 +0.3%
PCA
258
Prosperity Capital Advisors
Ohio
$693K -$70.5K -284 -9%
RFC
259
Regions Financial Corp
Alabama
$688K
SAI
260
Savvy Advisors Inc
New York
$677K -$148K -595 -17%
FOR
261
Family Office Research
Maryland
$674K +$2.23K +9 +0.3%
KWA
262
Kingswood Wealth Advisors
California
$672K +$706K +2,843 New
OAS
263
Optivise Advisory Services
Tennessee
$670K +$5.96K +24 +0.9%
BWA
264
BCU Wealth Advisors
Illinois
$665K +$1.24K +5 +0.2%
FRA
265
Front Row Advisors
California
$662K
OIA
266
OneDigital Investment Advisors
Kansas
$660K -$35.2K -142 -5%
GP
267
Greenline Partners
New York
$658K
WWG
268
West Wealth Group
California
$654K -$25.1M -100,961 -97%
SPW
269
Sonoma Private Wealth
California
$647K -$19.4K -78 -3%
AA
270
Ancora Advisors
Ohio
$643K
GWMR
271
GC Wealth Management RIA
Massachusetts
$629K -$73.5K -296 -10%
MWM
272
Mosley Wealth Management
California
$617K -$154K -619 -20%
SMC
273
Smith, Moore & Co
Missouri
$614K
PFA
274
Pathway Financial Advisors
Vermont
$609K
HFS
275
Hantz Financial Services
Michigan
$609K

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.