We are live on ! Find out more
MGC icon

Vanguard Morningstar Mega Cap ETF
MGC

528 hedge funds and large institutions have $5.16B invested in Vanguard Morningstar Mega Cap ETF in 2026 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 153 increasing their positions, 186 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 26

14% more capital invested

Capital invested by funds: $4.53B → $5.16B (+$632M)

4% more funds holding

Funds holding: 507 → 528 (+21)

0.72% more ownership

Funds ownership: 50.67% → 51.39% (+0.72%)

5% less funds holding in top 10

Funds holding in top 10: 19 → 18 (-1)

18% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 186

Holders
528
Holders Change
+21
Holders Change %
+4.14%
% of All Funds
6.39%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.22%
New
54
Increased
153
Reduced
186
Closed
26
Calls
$6.1M
Puts
–
Net Calls
+$6.1M
Net Calls Change
+$3.22M

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$35.2M
2
PCMM
Piedmont Capital Management (Montana)
Montana
+$28.8M
3
SC
Savant Capital
Illinois
+$24.2M
4
MWM
Mosley Wealth Management
California
+$12.8M
5
BDF
Black Diamond Financial
Maryland
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$47.3M
2
IPA
Investment Planning Advisors
Georgia
-$38.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.7M
4
Goldman Sachs
Goldman Sachs
New York
-$9.04M
5
SL
Systelligence LLC
Minnesota
-$8.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
351
Arkadios Wealth Advisors
Georgia
$443K -$10.6K -40 -2%
SHF
352
Stage Harbor Financial
Massachusetts
$431K – – –
FPF
353
First Pacific Financial
Washington
$429K +$797 +3 +0.2%
Vanguard Personalized Indexing Management
354
Vanguard Personalized Indexing Management
California
$426K -$134K -505 -24%
PP
355
PDS Planning
Ohio
$422K +$531 +2 +0.1%
CAL
356
Capital Advisors Ltd
Ohio
$422K – – –
ABWM
357
Alpine Bank Wealth Management
Colorado
$422K – – –
MA
358
MONECO Advisors
Connecticut
$421K +$408K +1,537 New
BHPW
359
Box Hill Private Wealth
Arizona
$413K +$1.06K +4 +0.3%
BFG
360
Beacon Financial Group
Texas
$404K -$79.4K -299 -17%
FSBI
361
Fearless Solutions (Best Invest)
Texas
$400K -$22K -83 -5%
IW
362
Integrated Wealthcare
North Carolina
$392K – – –
GWMR
363
GC Wealth Management RIA
Massachusetts
$391K -$327K -1,232 -46%
WA
364
Waverly Advisors
Alabama
$390K +$79.7K +300 +27%
MAM
365
MWA Asset Management
Massachusetts
$387K +$6.11K +23 +2%
CH
366
CDKV Holdings
Colorado
$386K -$37.7K -142 -9%
ASN
367
Advisory Services Network
Georgia
$380K +$7.17K +27 +2%
CWA
368
Crux Wealth Advisors
California
$380K +$531 +2 +0.1%
BWM
369
BCGM Wealth Management
Indiana
$379K -$15.1K -57 -4%
MCM
370
MAI Capital Management
Ohio
$378K +$531 +2 +0.1%
GSIAS
371
Garden State Investment Advisory Services
New Jersey
$376K +$797 +3 +0.2%
NL
372
NWAM LLC
Washington
$373K +$111K +416 +44%
GAA
373
Global Assets Advisory
Florida
$370K +$359K +1,350 New
LFASL
374
Lugano Financial Advisors SA (LFA)
Switzerland
$366K +$355K +1,338 New
SWM
375
Spire Wealth Management
Virginia
$362K +$6.38K +24 +2%
13 14
15
16 17

MGC Hedge Fund Activity: Q2 2026 in Review

528 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q2 2026, worth a combined $5.16B — up 14% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new MGC positions and 26 closed out — a net gain of 28 holders — while 153 added to existing stakes and 186 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $35.2M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $47.3M sold.

  • 528 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q2 2026, up from 507 in Q1 2026.
  • Funds reported $5.16B of Vanguard Morningstar Mega Cap ETF stock for Q2 2026, up 14% quarter-over-quarter.
  • 54 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q2 2026 and 26 closed out, a net change of +28 holders.
  • The largest Vanguard Morningstar Mega Cap ETF buyer in Q2 2026 was Kestra Advisory Services, an estimated $35.2M added.
  • The largest Vanguard Morningstar Mega Cap ETF seller in Q2 2026 was Two Sigma Investments, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2026.