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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
B
276
Bailard
California
$602K
SEIA
277
Signature Estate & Investment Advisors
California
$597K +$207K +836 +49%
KCWM
278
Kane Co Wealth Management
Iowa
$594K
CP
279
Capital Planning
Washington
$592K
FFC
280
First Financial Corp
Indiana
$591K -$124K -500 -17%
NRC
281
New Republic Capital
North Carolina
$590K
AMG
282
APS Management Group
California
$589K -$1.3M -5,225 -68%
MWA
283
Meridian Wealth Advisors
Texas
$588K
BCA
284
Bay Capital Advisors
Virginia
$587K -$102K -412 -14%
FCA
285
FLC Capital Advisors
California
$586K
CL
286
Cabana LLC
Arkansas
$572K +$72.7K +293 +14%
CFA
287
Churchill Financial Advisors
Kentucky
$570K
RWP
288
RWA Wealth Partners
Massachusetts
$567K -$26.1K -105 -4%
CJ
289
Caitlin John
Michigan
$564K -$5.96K -24 -1%
JIC
290
Joel Isaacson & Co
New York
$555K +$1.49K +6 +0.3%
AV
291
Aspiring Ventures
Ohio
$553K
GJIA
292
Glass Jacobson Investment Advisors
Maryland
$551K +$115K +464 +25%
GSEP
293
Golden State Equity Partners
California
$550K +$307K +1,238 +114%
USB
294
Union Savings Bank
Connecticut
$550K
AF
295
Apollon Financial
South Carolina
$547K +$248 +1 +0%
C1AG
296
Client 1st Advisory Group
Florida
$544K +$248 +1 +0%
PSF
297
Pacific Sun Financial
California
$544K +$26.1K +105 +5%
WCAMG
298
Woodard & Company Asset Management Group
North Carolina
$536K
RF
299
RHS Financial
California
$533K +$196K +788 +54%
Betterment LLC
300
Betterment LLC
New York
$531K +$35.5K +143 +7%

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.