We are live on ! Find out more
MGC icon

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
CA
51
Capital Advantage
California
$13.9M +$237K +955 +2%
AC
52
AlphaCore Capital
California
$13.9M +$80.7K +325 +0.6%
CIA
53
Choate Investment Advisors
Massachusetts
$13.7M
Goldman Sachs
54
Goldman Sachs
New York
$13.4M -$11M -44,518 -44%
KP
55
Keel Point
Alabama
$12.1M +$328K +1,322 +3%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$11.6M -$9.62M -38,770 -44%
TWM
57
TriaGen Wealth Management
California
$11.4M +$141K +567 +1%
RFS
58
Retirement Financial Solutions
Tennessee
$11.2M +$288K +1,160 +3%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$11.2M -$241K -970 -2%
KAS
60
Kestra Advisory Services
Texas
$11M +$2.07M +8,322 +22%
CW
61
CreativeOne Wealth
Kansas
$10.7M +$464K +1,869 +4%
SL
62
Systelligence LLC
Minnesota
$10.6M -$1.12M -4,518 -9%
PWA
63
Physician Wealth Advisors
Utah
$10.6M +$258K +1,038 +2%
SC
64
Steph & Co
Wisconsin
$10.4M +$1.43M +5,763 +15%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$10M +$121K +486 +1%
BFAG
66
Blackston Financial Advisory Group
Florida
$9.61M +$189K +762 +2%
FSA
67
Financial Services Advisory
Maryland
$9.39M -$12.3M -49,698 -56%
DWM
68
Destination Wealth Management
California
$9.11M -$35.7K -144 -0.4%
PJSIMP
69
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.93M -$17.4K -70 -0.2%
CA
70
Calton & Associates
Florida
$8.74M -$112K -453 -1%
PFM
71
Phillips Financial Management
Indiana
$8.48M -$1.92M -7,717 -18%
MPW
72
MA Private Wealth
California
$8.46M -$8.96M -36,104 -50%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$8.44M +$276K +1,112 +3%
BEAM
74
Baker Ellis Asset Management
Washington
$8.4M -$213K -859 -2%
SWM
75
Segment Wealth Management
Texas
$8.3M +$25.3K +102 +0.3%

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.