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Vanguard Morningstar Mega Cap ETF

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: 507528 (+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: 1918 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
376
Orser Capital Management
Texas
$362K +$1.09M +4,115 New
CA
377
Clune & Associates
Illinois
$357K -$531 -2 -0.2%
MSA
378
Marino Stram & Associates
Massachusetts
$356K
SWA
379
SFMG Wealth Advisors
Texas
$356K
MW
380
Maia Wealth
Colorado
$354K +$797 +3 +0.2%
SEM
381
Strategic Equity Management
Arizona
$353K -$41.2K -155 -11%
IFWM
382
Institute for Wealth Management
Colorado
$350K -$2.13K -8 -0.6%
FPW
383
Flagship Private Wealth
Massachusetts
$347K -$38.5K -145 -10%
MC
384
Matisse Capital
Oregon
$347K +$337K +1,269 New
OCM
385
Orion Capital Management
California
$344K
CIM
386
Cambria Investment Management
California
$338K +$328K +1,235 New
EF
387
Empowered Funds
Pennsylvania
$338K +$328K +1,235 New
DIA
388
Davidson Investment Advisors
Montana
$329K
DTC
389
Davidson Trust Company
Washington
$329K +$57.9K +218 +22%
MMA
390
Miracle Mile Advisors
California
$329K +$2.66K +10 +0.8%
PIA
391
Panoramic Investment Advisors
Colorado
$328K
AWMI
392
Aegis Wealth Management (Iowa)
Iowa
$327K -$5.58K -21 -2%
D.E. Shaw & Co
393
D.E. Shaw & Co
New York
$316K +$307K +1,154 New
WANY
394
Wealthspire Advisors (New York)
New York
$314K +$48.3K +182 +19%
CMP
395
Christine Messmer PC
Pennsylvania
$312K +$797 +3 +0.3%
FFN
396
Focus Financial Network
Minnesota
$305K -$30.5K -115 -9%
MAM
397
Marquette Asset Management
Minnesota
$305K
GIA
398
Gladstone Institutional Advisory
Florida
$300K +$291K +1,095 New
PCM
399
Prospera Capital Management
Arizona
$299K +$288K +1,085 New
HCM
400
Hollencrest Capital Management
California
$298K

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.