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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
PGFC
401
Peapack-Gladstone Financial Corp
New Jersey
$242K
SF
402
Schaeffer Financial
Maryland
$242K +$254K +1,023 New
AssetMark Inc
403
AssetMark Inc
California
$240K -$298K -1,201 -54%
FWTB
404
First Western Trust Bank
Colorado
$234K -$59.1K -238 -19%
DTC
405
Davidson Trust Company
Washington
$233K
ZI
406
ZEGA Investments
Florida
$233K -$146K -588 -37%
SAW
407
Signal Advisors Wealth
Michigan
$229K +$241K +970 New
BIG
408
Brookwood Investment Group
Arizona
$228K +$7.45K +30 +3%
RFA
409
Resurgent Financial Advisors
Georgia
$228K -$7.2K -29 -3%
WANY
410
Wealthspire Advisors (New York)
New York
$228K +$3.47K +14 +1%
Simplex Trading
411
Simplex Trading
Illinois
$226K -$231K -930 -49%
OBWG
412
Onyx Bridge Wealth Group
New York
$225K
NL
413
NWAM LLC
Washington
$224K -$5.71K -23 -2%
LSIA
414
LaSalle St. Investment Advisors
Illinois
$224K
JIC
415
Johnson Investment Counsel
Ohio
$223K +$496 +2 +0.2%
CBU
416
CIBC Bancorp USA
Illinois
$220K +$232K +933 New
TWG
417
The Wealth Group
Minnesota
$219K +$496 +2 +0.2%
MWM
418
Modern Wealth Management
Kansas
$211K +$248 +1 +0.1%
CW
419
Curio Wealth
Maryland
$208K -$4.96K -20 -2%
MA
420
Mutual Advisors
Nebraska
$208K -$35.2K -142 -14%
AF
421
Advisornet Financial
Minnesota
$208K -$102K -412 -32%
FA
422
FF Advisors
California
$208K
FWA
423
FSM Wealth Advisors
Ohio
$206K +$15.6K +63 +8%
SL
424
Salomon & Ludwin
Virginia
$205K
Koshinski Asset Management
425
Koshinski Asset Management
Illinois
$202K -$53.9K -217 -20%

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.