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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
TCWA
451
Turtle Creek Wealth Advisors
Texas
$70.9K +$74.4K +300 New
MA
452
MCF Advisors
Kentucky
$67.1K – – –
CTB
453
Country Trust Bank
Illinois
$66.2K – – –
WFA
454
Wells Financial Advisors
Massachusetts
$64.8K – – –
SWM
455
SHP Wealth Management
Massachusetts
$63.6K – – –
CSB
456
City State Bank
Iowa
$54.8K – – –
SS
457
SBI Securities
Japan
$51.5K +$1.49K +6 +3%
CFD
458
Creative Financial Designs
Indiana
$51.3K -$2.98K -12 -5%
CFP
459
Comprehensive Financial Planning
Pennsylvania
$50.6K +$248 +1 +0.5%
APW
460
Acima Private Wealth
Virginia
$49.6K – – –
VNIM
461
Vaughan Nelson Investment Management
Texas
$48.5K – – –
RWM
462
Rialto Wealth Management
New York
$48K – – –
SS
463
Sunbelt Securities
Texas
$47.3K – – –
TFGT
464
TS Financial Group (TSFG)
Illinois
$47K – – –
CFFP
465
Center for Financial Planning
Michigan
$46.1K – – –
S
466
SignatureFD
Georgia
$45.4K – – –
MIA
467
Milestone Investment Advisors
Wisconsin
$41.6K – – –
HR
468
Howe & Rusling
New York
$40.5K -$18.6K -75 -30%
PPC
469
Park Place Capital
Alabama
$38.3K +$40.2K +162 New
GSWM
470
Golden State Wealth Management
California
$37.8K -$114K -460 -74%
BIAS
471
Beacon Investment Advisory Services
New Jersey
$37.6K +$39.5K +159 New
CF
472
Collier Financial
Colorado
$35.8K +$248 +1 +0.7%
WAS
473
Winch Advisory Services
Wisconsin
$34.1K +$35.7K +144 New
GPFA
474
Game Plan Financial Advisors
Ohio
$30.7K – – –
KG
475
Kilter Group
New York
$27.7K – – –
17 18
19
20 21

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.