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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
GAA
526
Global Assets Advisory
Florida
-$339K -1,350 Closed
CIM
527
Cambria Investment Management
California
-$317K -1,264 Closed
BB
528
Busey Bank
Illinois
-$301K -1,200 Closed
BMM
529
Berkshire Money Management
Massachusetts
-$295K -1,175 Closed
SFS
530
Sowell Financial Services
Arkansas
-$287K -1,143 Closed
TTWM
531
TCV Trust & Wealth Management
Virginia
-$244K -970 Closed
RFN
532
Redwood Financial Network
Ohio
-$231K -919 Closed
GOCP
533
Great Oak Capital Partners
Massachusetts
-$212K -845 Closed
MFA
534
Mayflower Financial Advisors
Massachusetts
-$211K -840 Closed
CFS
535
CRA Financial Services
New Jersey
-$210K -835 Closed
LPT
536
Legacy Private Trust
Wisconsin
-$210K -835 Closed
CBA
537
Coastal Bridge Advisors
Connecticut
-$207K -824 Closed
VFA
538
Valeo Financial Advisors
Indiana
-$206K -822 Closed
OC
539
Oppenheimer & Co
New York
-$205K -816 Closed
FHA
540
Flagship Harbor Advisors
Massachusetts
-$125K -497 Closed
LAS
541
Lloyd Advisory Services
Georgia
-$121K -483 Closed
GAFA
542
Garton & Associates Financial Advisors
Kentucky
-$48.5K -193 Closed
CIA
543
Cape Investment Advisory
Georgia
-$35.5K -141 Closed
HIA
544
Harbor Investment Advisory
Maryland
-$30.6K -122 Closed
KFG
545
Kingdom Financial Group
Arizona
-$10.8K -43 Closed
NWM
546
Navigoe Wealth Management
California
-$8K -33 Closed
M
547
MOTCO
Texas
-$5.78K -23 Closed
TPCW
548
TD Private Client Wealth
New York
-$4.77K -19 Closed
BGWM
549
Bridge Generations Wealth Management
Florida
-$1.26K -5 Closed

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.