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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
CIA
301
Compass Ion Advisors
Pennsylvania
$525K +$1.49K +6 +0.3%
MWM
302
Maridea Wealth Management
New York
$525K -$180K -727 -25%
CF
303
Centaurus Financial
California
$521K -$7.45K -30 -1%
MMPW
304
Mitchell McLeod Pugh & Williams
Alabama
$519K
GT
305
Glenmede Trust
Pennsylvania
$514K +$163K +657 +43%
BWM
306
BAM Wealth Management
Colorado
$512K -$32.3K -130 -6%
RWA
307
River Wealth Advisors
Pennsylvania
$511K
SIAS
308
Summit Investment Advisory Services
Minnesota
$507K
AWM
309
Accurate Wealth Management
Florida
$507K +$11.7K +47 +2%
BBHC
310
Brown Brothers Harriman & Co
New York
$500K
FSWA
311
Financial Synergies Wealth Advisors
Texas
$494K -$9.68K -39 -2%
FIA
312
Foundations Investment Advisors
Arizona
$491K -$299K -1,205 -37%
PB
313
Pinnacle Bancorp
Nebraska
$489K
MFGM
314
Marshall Financial Group (Maryland)
Maryland
$488K +$3.23K +13 +0.6%
Vanguard Personalized Indexing Management
315
Vanguard Personalized Indexing Management
California
$487K
GWM
316
Geneos Wealth Management
Colorado
$487K +$1.49K +6 +0.3%
NP
317
NorthRock Partners
Minnesota
$484K +$496 +2 +0.1%
FFA
318
Farther Finance Advisors
California
$476K -$49.9K -201 -9%
AT
319
Adelphi Trust
Florida
$473K
MT
320
Midwest Trust
Kansas
$473K
HTC
321
Haverford Trust Company
Pennsylvania
$472K
FCBT
322
First Citizens Bank & Trust
North Carolina
$471K -$18.1K -73 -4%
William Blair & Company
323
William Blair & Company
Illinois
$469K -$193K -777 -28%
DI
324
Disciplined Investors
Texas
$465K +$496 +2 +0.1%
SIM
325
Stratos Investment Management
Ohio
$463K -$18.9K -76 -4%

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.