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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
VA
126
Valmark Advisers
Ohio
$3.27M -$154K -620 -4%
HAG
127
HF Advisory Group
Maryland
$3.22M -$45.4K -183 -1%
IWA
128
Independent Wealth Advisors
North Carolina
$3.18M +$93.1K +375 +3%
PA
129
Parallel Advisors
California
$3.16M -$59.6K -240 -2%
Franklin Resources
130
Franklin Resources
California
$3.08M
GC
131
Guidance Capital
Kentucky
$3.07M +$69.7K +281 +2%
SFG
132
SNS Financial Group
Minnesota
$2.96M -$7.69K -31 -0.2%
CAC
133
Certified Advisory Corp
Florida
$2.95M +$654K +2,637 +27%
SC
134
Savant Capital
Illinois
$2.91M +$80.7K +325 +3%
BAMG
135
Brand Asset Management Group
Missouri
$2.89M -$331K -1,333 -10%
TAM
136
Tocqueville Asset Management
New York
$2.89M
PAS
137
Park Avenue Securities
New York
$2.87M -$113K -457 -4%
JJBC
138
James J. Burns & Company
New York
$2.83M -$71.7K -289 -2%
SPIA
139
Steward Partners Investment Advisory
New York
$2.82M +$455K +1,832 +18%
CIA
140
Concurrent Investment Advisors
Florida
$2.82M -$13.7M -55,180 -82%
HWA
141
Hilltop Wealth Advisors
North Carolina
$2.79M -$55.3K -223 -2%
Lido Advisors
142
Lido Advisors
California
$2.68M +$960K +3,868 +52%
NA
143
NewEdge Advisors
Louisiana
$2.66M +$905K +3,648 +48%
MGIA
144
Matthew Goff Investment Advisor
Texas
$2.64M +$2.77M +11,181 New
FFS
145
Fortress Financial Solutions
Arizona
$2.55M +$55.6K +224 +2%
RBC
146
Roble Belko & Company
Pennsylvania
$2.47M +$1.61M +6,479 +163%
CL
147
Choreo LLC
Illinois
$2.39M +$248 +1 +0%
FFL
148
Financial Freedom LLC
Ohio
$2.39M +$246K +991 +11%
HWA
149
Heartwood Wealth Advisors
Virginia
$2.38M
VF
150
Virtu Financial
New York
$2.34M +$1.21M +4,882 +98%

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.