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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
AC
51
AlphaCore Capital
California
$16.2M +$93.5K +352 +0.6%
CA
52
Capital Advantage
California
$16.1M -$21.3K -80 -0.1%
CIA
53
Choate Investment Advisors
Massachusetts
$15.9M
BlackRock
54
BlackRock
New York
$15.1M +$7.21M +27,147 +97%
KP
55
Keel Point
Alabama
$14M +$17K +64 +0.1%
MWM
56
Mosley Wealth Management
California
$13.8M +$12.8M +48,082 +1,903%
RFS
57
Retirement Financial Solutions
Tennessee
$13.8M +$843K +3,175 +7%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$13.7M +$308K +1,158 +2%
TWM
59
TriaGen Wealth Management
California
$13.2M +$3.19K +12 +0%
SC
60
Steph & Co
Wisconsin
$12.4M +$299K +1,124 +3%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$12.4M -$511K -1,923 -4%
PWA
62
Physician Wealth Advisors
Utah
$12.3M +$11.7K +44 +0.1%
FSA
63
Financial Services Advisory
Maryland
$11.2M +$288K +1,084 +3%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$11M +$1.21M +4,549 +13%
BFAG
65
Blackston Financial Advisory Group
Florida
$10.9M -$233K -876 -2%
DWM
66
Destination Wealth Management
California
$10.7M +$109K +410 +1%
MML Investors Services
67
MML Investors Services
Massachusetts
$10.3M +$835K +3,143 +9%
CW
68
CreativeOne Wealth
Kansas
$10.2M -$2.12M -7,976 -18%
SWM
69
Segment Wealth Management
Texas
$10.1M +$463K +1,742 +5%
PJSIMP
70
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.96M -$367K -1,383 -4%
BEAM
71
Baker Ellis Asset Management
Washington
$9.75M +$27.6K +104 +0.3%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$9.35M +$786K +2,957 +9%
MGIA
73
Moneta Group Investment Advisors
Missouri
$9.07M -$99.1K -373 -1%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$8.86M -$2.67M -10,057 -24%
WA
75
Win Advisors
Florida
$8.73M +$8.47M +31,891 New

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.