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Vanguard Morningstar Mega Cap ETF
MGC

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: 525 → 507 (-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: 28 → 19 (-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

Top Buyers

Rank Fund Capital Flow
1
HNB
Huntington National Bank
Ohio
+$108M
2
Two Sigma Investments
Two Sigma Investments
New York
+$49.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.5M
4
NYLIM
New York Life Investment Management
New York
+$9.95M
5
MFIM
Mesirow Financial Investment Management
Illinois
+$6.16M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$388M
2
RIG
RiverFront Investment Group
Virginia
-$114M
3
JP Morgan Chase
JP Morgan Chase
New York
-$95M
4
AG
Ascent Group
Virginia
-$53.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
376
Institute for Wealth Management
Colorado
$304K +$10.9K +44 +4%
RCS
377
Retirement Capital Strategies
California
$302K – – –
WDL
378
Well Done LLC
Michigan
$301K +$116K +466 +58%
OCM
379
Orion Capital Management
California
$297K – – –
FFN
380
Focus Financial Network
Minnesota
$290K -$32.5K -131 -10%
TWP
381
Triad Wealth Partners
Kansas
$289K -$23.1M -92,899 -99%
AWMI
382
Aegis Wealth Management (Iowa)
Iowa
$287K – – –
DIA
383
Davidson Investment Advisors
Montana
$285K +$54.1K +218 +22%
PIA
384
Panoramic Investment Advisors
Colorado
$284K – – –
MMA
385
Miracle Mile Advisors
California
$281K – – –
CMP
386
Christine Messmer PC
Pennsylvania
$269K +$993 +4 +0.4%
WA
387
Waverly Advisors
Alabama
$266K +$40.2K +162 +17%
JWA
388
JFS Wealth Advisors
Pennsylvania
$264K -$1.05M -4,232 -79%
MAM
389
Marquette Asset Management
Minnesota
$263K – – –
HSWM
390
Hubbell Strickland Wealth Management
Louisiana
$263K +$744 +3 +0.3%
HCM
391
Hollencrest Capital Management
California
$257K – – –
IP
392
Indivisible Partners
Florida
$256K – – –
WG
393
Warner Group
Connecticut
$255K – – –
ISFAN
394
Investor's Fiduciary Advisor Network
Washington
$254K -$28.5K -115 -10%
PPA
395
Pacific Point Advisors
California
$254K – – –
SAM
396
Summit Asset Management
Tennessee
$248K – – –
WF
397
Warner Financial
Maryland
$248K +$744 +3 +0.3%
BCM
398
BTC Capital Management
Iowa
$247K -$294K -1,184 -53%
EWA
399
EP Wealth Advisors
California
$247K – – –
SFGM
400
Stonebridge Financial Group (Missouri)
Missouri
$244K – – –
14 15
16
17 18

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.