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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
BDF
26
Black Diamond Financial
Maryland
$41M +$10.1M +37,899 +34%
BCI
27
Brinker Capital Investments
Pennsylvania
$40.5M -$998K -3,756 -2%
IC
28
IEQ Capital
California
$40M -$3.17M -11,944 -8%
MFIM
29
Mesirow Financial Investment Management
Illinois
$39.7M +$3.36M +12,653 +10%
PMG
30
ProVise Management Group
Florida
$38.1M +$825K +3,105 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$36.8M -$12.7M -47,807 -26%
OCM
32
One Capital Management
California
$33.8M
PCMM
33
Piedmont Capital Management (Montana)
Montana
$29.7M +$28.8M +108,485 New
SC
34
Savant Capital
Illinois
$28.5M +$24.2M +90,987 +739%
Osaic Holdings
35
Osaic Holdings
Arizona
$28M +$4.5M +16,950 +20%
CIA
36
Capital Investment Advisors
Georgia
$27.8M +$3.28M +12,366 +14%
EWM
37
Empirical Wealth Management
Washington
$26.7M +$2.15M +8,097 +9%
PWM
38
Praetorian Wealth Management
California
$25.9M +$451K +1,696 +2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$25.1M +$1.2M +4,535 +5%
JP Morgan Chase
40
JP Morgan Chase
New York
$20.2M -$5.55M -20,875 -22%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$19.7M +$2.71M +10,184 +16%
VWA
42
VSM Wealth Advisory
Maryland
$19.1M +$2.39K +9 +0%
Creative Planning
43
Creative Planning
Kansas
$18.4M -$173K -653 -1%
CAM
44
Cozad Asset Management
Illinois
$18.4M -$545K -2,052 -3%
PP
45
Patten & Patten
Tennessee
$18.1M +$292K +1,100 +2%
MWM
46
Modera Wealth Management
New Jersey
$18.1M -$371K -1,397 -2%
CCM
47
Colorado Capital Management
Colorado
$17M +$683K +2,570 +4%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$16.9M +$161K +606 +1%
BPA
49
Beacon Pointe Advisors
California
$16.7M -$531K -1,999 -3%
HWM
50
HB Wealth Management
Georgia
$16.2M

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.