We are live on ! Find out more
MGC icon

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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$922M -$7.26M -27,327 -0.8%
Bank of America
2
Bank of America
North Carolina
$419M -$8.47M -31,879 -2%
NYLIM
3
New York Life Investment Management
New York
$200M -$3.66M -13,779 -2%
VIA
4
Vantagepoint Investment Advisers
District of Columbia
$173M -$4.62M -17,394 -3%
Morgan Stanley
5
Morgan Stanley
New York
$161M -$1.49M -5,599 -0.9%
Wells Fargo
6
Wells Fargo
California
$156M -$3.53M -13,297 -2%
LIM
7
Leavell Investment Management
Alabama
$139M +$782K +2,942 +0.6%
UBS Group
8
UBS Group
Switzerland
$126M -$1.3M -4,902 -1%
LPL Financial
9
LPL Financial
California
$122M -$5.16M -19,410 -4%
PA
10
Procyon Advisors
Connecticut
$121M +$273K +1,026 +0.2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$119M -$792K -2,981 -0.7%
HNB
12
Huntington National Bank
Ohio
$112M -$7.08M -26,636 -6%
Ameriprise
13
Ameriprise
Minnesota
$99.8M -$5.97M -22,476 -6%
Raymond James Financial
14
Raymond James Financial
Florida
$94M -$1.51M -5,696 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$81.9M +$1.98M +7,471 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$78.8M +$2.24M +8,421 +3%
SWRP
17
Summit Wealth & Retirement Planning
California
$59.4M +$453K +1,705 +0.8%
AC
18
Apella Capital
Connecticut
$57.9M -$1.56M -5,855 -3%
VFP
19
Verus Financial Partners
Virginia
$55.1M -$65.3K -246 -0.1%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$52.3M -$320K -1,206 -0.6%
KAS
21
Kestra Advisory Services
Texas
$48.9M +$35.2M +132,418 +285%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$47.4M -$558K -2,102 -1%
Truist Financial
23
Truist Financial
North Carolina
$46.5M -$1.63M -6,118 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$45.3M -$2.19M -8,247 -5%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$43.5M +$1.31M +4,933 +3%

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.