We are live on ! Find out more
MGC icon

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
LFAS
176
Level Four Advisory Services
Texas
$1.65M +$496 +2 +0%
Vanguard National Trust
177
Vanguard National Trust
Pennsylvania
$1.62M +$1.7M +6,854 New
3IP
178
3Chopt Investment Partners
Virginia
$1.59M
Jane Street
179
Jane Street
New York
$1.59M +$1.67M +6,722 New
SQA
180
Simon Quick Advisors
New Jersey
$1.57M
GM
181
GeoWealth Management
Illinois
$1.55M -$235K -947 -13%
ONB
182
Old National Bancorp
Indiana
$1.54M +$203K +820 +14%
SMWM
183
Silvia McColl Wealth Management
California
$1.49M +$66K +266 +4%
KPWS
184
Kestra Private Wealth Services
Texas
$1.48M -$1.11M -4,466 -42%
SFS
185
Security Financial Services
Indiana
$1.48M -$7.86M -31,655 -83%
ACS
186
Archford Capital Strategies
Illinois
$1.47M -$53.4K -215 -3%
AO
187
Advisor OS
Illinois
$1.46M +$104K +418 +7%
MA
188
MJP Associates
Connecticut
$1.46M +$131K +527 +9%
BW
189
BIP Wealth
Georgia
$1.44M -$10.4K -42 -0.7%
PFPG
190
Pinnacle Financial Partners (Georgia)
Georgia
$1.42M -$336K -1,354 -18%
TWP
191
Tempus Wealth Planning
California
$1.42M
MAS
192
MPWM Advisory Solutions
Georgia
$1.38M +$105K +423 +8%
DADC
193
D.A. Davidson & Co
Montana
$1.35M +$197K +793 +16%
FFS
194
Flavin Financial Services
Florida
$1.32M +$37.5K +151 +3%
CCWM
195
Cassaday & Co Wealth Management
Virginia
$1.31M +$12.9K +52 +0.9%
SWP
196
Stratos Wealth Partners
Ohio
$1.29M +$7.94K +32 +0.6%
AWM
197
AE Wealth Management
Kansas
$1.29M -$1.18M -4,773 -47%
CCFM
198
Clear Creek Financial Management
Washington
$1.27M -$3.45M -13,901 -72%
MG
199
Mather Group
Illinois
$1.24M
LWM
200
LongView Wealth Management
Georgia
$1.21M -$14.6K -59 -1%

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.