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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
VNA
201
Valley National Advisers
Pennsylvania
$1.18M
BIM
202
Breakwater Investment Management
Washington
$1.16M -$225K -905 -16%
VWM
203
Venturi Wealth Management
Texas
$1.15M
AF
204
Allworth Financial
California
$1.14M -$98.5K -397 -8%
HAP
205
Harbor Asset Planning
Massachusetts
$1.12M +$3.72K +15 +0.3%
MCM
206
MidAtlantic Capital Management
Virginia
$1.12M
NS
207
NBC Securities
Alabama
$1.11M -$28.5K -115 -2%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$1.1M +$341K +1,376 +42%
VT
209
Vise Technologies
New York
$1.1M
MSFS
210
Main Street Financial Solutions
Pennsylvania
$1.09M -$23.1K -93 -2%
LW
211
Linscomb Wealth
Texas
$1.09M +$1.14M +4,599 New
AC
212
Avestar Capital
New York
$1.08M
AUB
213
Atlantic Union Bankshares
Virginia
$1.07M -$154K -622 -12%
MA
214
MKT Advisors
California
$1.06M -$41.2K -166 -4%
ANTB
215
AMG National Trust Bank
Colorado
$1.06M
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$383K -1,543 -26%
LNWTC
217
Laird Norton Wetherby Trust Company
Washington
$1.04M +$1.09M +4,396 New
DWM
218
Diversify Wealth Management
Utah
$1.04M -$82.9K -334 -8%
FTUS
219
Flow Traders U.S.
New York
$1.03M +$1.08M +4,350 New
Pathstone Holdings
220
Pathstone Holdings
New Jersey
$993K
BFA
221
Beaumont Financial Advisors
Massachusetts
$973K +$14.9K +60 +1%
SAM
222
Smartleaf Asset Management
Massachusetts
$965K -$2.23K -9 -0.2%
WFAG
223
Wescott Financial Advisory Group
Pennsylvania
$963K -$39.2K -158 -4%
IWM
224
IHT Wealth Management
Illinois
$928K -$42.2K -170 -4%
IAA
225
Independent Advisor Alliance
North Carolina
$906K +$951K +3,833 New

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.