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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
MWA
326
Medallion Wealth Advisors
Connecticut
$462K
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$460K -$1.1M -4,452 -70%
AC
328
Avant Capital
Louisiana
$434K -$1.49K -6 -0.3%
MAV
329
Mason & Associates (Virginia)
Virginia
$433K -$17.4K -70 -4%
PMFA
330
Plante Moran Financial Advisors
Michigan
$426K +$75.4K +304 +20%
Northern Trust
331
Northern Trust
Illinois
$426K +$71.5K +288 +19%
CFB
332
Cullen/Frost Bankers
Texas
$425K
EFS
333
Essex Financial Services
Connecticut
$420K +$86.9K +350 +24%
BFG
334
Beacon Financial Group
Texas
$420K -$14.6M -58,958 -97%
DAS
335
Dynamic Advisor Solutions
Arizona
$418K +$21.3K +86 +5%
CMBA
336
C.M. Bidwell & Associates
Hawaii
$412K -$4.96K -20 -1%
EL
337
EWA LLC
Pennsylvania
$408K -$744 -3 -0.2%
ML
338
McAdam LLC
Pennsylvania
$402K -$40.9K -165 -9%
PS
339
Principal Securities
Iowa
$398K +$44.4K +179 +12%
PFG
340
Prosperity Financial Group
California
$395K
MGWA
341
Monument Group Wealth Advisors
Massachusetts
$394K
AWA
342
Arkadios Wealth Advisors
Georgia
$392K +$412K +1,659 New
CA
343
Clearstead Advisors
Ohio
$391K
KFGK
344
Keystone Financial Group (Kentucky)
Kentucky
$387K +$2.48K +10 +0.6%
CA
345
CGN Advisors
Kansas
$386K
KeyBank National Association
346
KeyBank National Association
Ohio
$383K
SHF
347
Stage Harbor Financial
Massachusetts
$372K
FPF
348
First Pacific Financial
Washington
$370K +$1.24K +5 +0.3%
ATPW
349
Ashton Thomas Private Wealth
Arizona
$369K
CH
350
CDKV Holdings
Colorado
$367K -$5.71K -23 -1%

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.