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Vanguard Mega Cap 300 Index ETF

505 hedge funds and large institutions have $4.53B invested in Vanguard Mega Cap 300 Index ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 160 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 525505 (-20)

12% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 181

12.41% less ownership

Funds ownership: 63.07%50.66% (-12%)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

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
505
Holders Change
-20
Holders Change %
-3.81%
% of All Funds
6.21%
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
181
Closed
43
Calls
$2.88M
Puts
Net Calls
+$2.88M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
26
IEQ Capital
California
$37.4M -$1.29M -5,214 -3%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$36.4M +$674K +2,716 +2%
IPA
28
Investment Planning Advisors
Georgia
$35.9M +$3.9M +15,704 +12%
BCI
29
Brinker Capital Investments
Pennsylvania
$35.9M -$5.98M -24,088 -14%
OCM
30
One Capital Management
California
$33.8M -$8.13M -32,764 -19%
PMG
31
ProVise Management Group
Florida
$32.1M +$388K +1,565 +1%
MFIM
32
Mesirow Financial Investment Management
Illinois
$31.3M +$6.16M +24,837 +23%
BDF
33
Black Diamond Financial
Maryland
$26.5M -$248K -1,000 -0.9%
PWM
34
Praetorian Wealth Management
California
$22.8M +$588K +2,369 +3%
JP Morgan Chase
35
JP Morgan Chase
New York
$21.8M -$95M -382,983 -80%
EWM
36
Empirical Wealth Management
Washington
$21.1M +$909K +3,661 +4%
CIA
37
Capital Investment Advisors
Georgia
$21.1M +$931K +3,750 +4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$20.6M +$666K +2,683 +3%
Osaic Holdings
39
Osaic Holdings
Arizona
$20.1M -$3.32M -13,397 -14%
EWA
40
Exencial Wealth Advisors
Oklahoma
$19.1M -$613K -2,469 -3%
VWA
41
VSM Wealth Advisory
Maryland
$16.5M +$23.6K +95 +0.1%
CAM
42
Cozad Asset Management
Illinois
$16.4M -$148K -597 -0.9%
Creative Planning
43
Creative Planning
Kansas
$16.1M +$152K +612 +0.9%
MWM
44
Modera Wealth Management
New Jersey
$16M -$98.5K -397 -0.6%
PP
45
Patten & Patten
Tennessee
$15.4M +$522K +2,105 +3%
BPA
46
Beacon Pointe Advisors
California
$14.9M -$1.61M -6,486 -9%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$14.7M +$1.41M +5,683 +10%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$14.4M -$7.93M -31,950 -35%
CCM
49
Colorado Capital Management
Colorado
$14.1M +$1.52M +6,134 +11%
HWM
50
HB Wealth Management
Georgia
$14M

MGC Hedge Fund Activity: Q1 2026 in Review

505 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap 300 Index ETF (MGC) for Q1 2026, worth a combined $4.53B — down 21% from $5.76B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MGC and 35 opened new positions — a net loss of 8 holders — while 181 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.

  • 505 institutional investors held Vanguard Mega Cap 300 Index ETF (MGC) as of Q1 2026, down from 525 in Q4 2025.
  • Funds reported $4.53B of Vanguard Mega Cap 300 Index ETF stock for Q1 2026, down 21% quarter-over-quarter.
  • 35 funds opened new Vanguard Mega Cap 300 Index ETF positions in Q1 2026 and 43 closed out, a net change of -8 holders.
  • The largest Vanguard Mega Cap 300 Index ETF buyer in Q1 2026 was Huntington National Bank, an estimated $108M added.
  • The largest Vanguard Mega Cap 300 Index ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $388M sold.

Based on aggregated 13F filings for Q1 2026.