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Vanguard Morningstar Mega Cap ETF

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: 525507 (-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: 2819 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WW
526
Wright Wealth
Georgia
-$396K -1,575 Closed
NWMG
527
National Wealth Management Group
Ohio
-$394K -1,568 Closed
GAA
528
Global Assets Advisory
Florida
-$339K -1,350 Closed
CIM
529
Cambria Investment Management
California
-$317K -1,264 Closed
BB
530
Busey Bank
Illinois
-$301K -1,200 Closed
BMM
531
Berkshire Money Management
Massachusetts
-$295K -1,175 Closed
SFS
532
Sowell Financial Services
Arkansas
-$287K -1,143 Closed
TTWM
533
TCV Trust & Wealth Management
Virginia
-$244K -970 Closed
RFN
534
Redwood Financial Network
Ohio
-$231K -919 Closed
GOCP
535
Great Oak Capital Partners
Massachusetts
-$212K -845 Closed
MFA
536
Mayflower Financial Advisors
Massachusetts
-$211K -840 Closed
CFS
537
CRA Financial Services
New Jersey
-$210K -835 Closed
LPT
538
Legacy Private Trust
Wisconsin
-$210K -835 Closed
CBA
539
Coastal Bridge Advisors
Connecticut
-$207K -824 Closed
VFA
540
Valeo Financial Advisors
Indiana
-$206K -822 Closed
OC
541
Oppenheimer & Co
New York
-$205K -816 Closed
FHA
542
Flagship Harbor Advisors
Massachusetts
-$125K -497 Closed
LAS
543
Lloyd Advisory Services
Georgia
-$121K -483 Closed
GAFA
544
Garton & Associates Financial Advisors
Kentucky
-$48.5K -193 Closed
CIA
545
Cape Investment Advisory
Georgia
-$35.5K -141 Closed
HIA
546
Harbor Investment Advisory
Maryland
-$30.6K -122 Closed
SAG
547
SageView Advisory Group
California
-$12.8K -51 Closed
KFG
548
Kingdom Financial Group
Arizona
-$10.8K -43 Closed
NWM
549
Navigoe Wealth Management
California
-$8K -33 Closed
M
550
MOTCO
Texas
-$5.78K -23 Closed

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.