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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
SGK
501
Steigerwald Gordon & Koch
Virginia
$4.73K – – –
TFA
502
Transamerica Financial Advisors
Florida
$3.41K -$1.99K -8 -36%
Citigroup
503
Citigroup
New York
$2.84K -$14.4K -58 -83%
MWPCG
504
Measured Wealth Private Client Group
New Hampshire
$2.46K -$3.23K -13 -57%
GFA
505
Gladwyn Financial Advisors
Virginia
$1.45K – – –
DRP
506
Decker Retirement Planning
Utah
$1.2K +$1.24K +5 New
NSG
507
Nalls Sherbakoff Group
Tennessee
$496 – – –
TCM
508
Triumph Capital Management
Colorado
$236 – – –
AG
509
Ascent Group
Virginia
– -$53.5M -212,869 Closed
MOS
510
MGO One Seven
Ohio
– -$22.5M -89,743 Closed
WA
511
Win Advisors
Florida
– -$21M -83,640 Closed
ECA
512
Elevation Capital Advisory
Oregon
– -$5.62M -22,375 Closed
MFG
513
Macco Financial Group
Wisconsin
– -$5.57M -22,169 Closed
BFG
514
Buttonwood Financial Group
Missouri
– -$4.02M -15,800 Closed
SCM
515
SOL Capital Management
Maryland
– -$3.59M -14,311 Closed
IAN
516
Integrated Advisors Network
Texas
– -$2.41M -9,602 Closed
CI
517
Conning Inc
Connecticut
– -$1.36M -5,427 Closed
Renaissance Technologies
518
Renaissance Technologies
New York
– -$1.28M -5,100 Closed
HFA
519
Hershey Financial Advisers
Pennsylvania
– -$1.08M -4,296 Closed
VPF
520
Vantage Point Financial
Illinois
– -$733K -2,920 Closed
BFA
521
Brown Financial Advisory
Alabama
– -$586K -2,334 Closed
RA
522
RFG Advisory
Alabama
– -$553K -2,202 Closed
TA
523
TFB Advisors
Kansas
– -$523K -2,081 Closed
CF
524
Calder Financial
Pennsylvania
– -$458K -1,822 Closed
DAS
525
Diversify Advisory Services
Utah
– -$440K -1,737 Closed
19 20
21
22 23

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.