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Vanguard Morningstar Mega Cap Growth ETF

958 hedge funds and large institutions have $14.5B invested in Vanguard Morningstar Mega Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 341 increasing their positions, 322 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more call options, than puts

Call options by funds: $88.1M | Put options by funds: $16.6M

6% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 322

0.85% less ownership

Funds ownership: 263.84%262.99% (-0.85%)

3% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 78

2% less funds holding

Funds holding: 980958 (-22)

11% less funds holding in top 10

Funds holding in top 10: 7668 (-8)

16% less capital invested

Capital invested by funds: $17.2B → $14.5B (-$2.69B)

Holders
958
Holders Change
-22
Holders Change %
-2.24%
% of All Funds
11.72%
Holding in Top 10
68
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.53%
% of All Funds
0.83%
New
76
Increased
341
Reduced
322
Closed
78
Calls
$88.1M
Puts
$16.6M
Net Calls
+$71.5M
Net Calls Change
+$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
26
Falcon Wealth Planning
California
$85.9M +$5.21M +66,265 +6%
HighTower Advisors
27
HighTower Advisors
Illinois
$83.2M -$1.17M -14,865 -1%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$83.2M +$88.8M +1,131,000 +75,906%
BDF
29
Black Diamond Financial
Maryland
$76.6M -$4.64M -59,060 -5%
Mariner
30
Mariner
Kansas
$72M +$3.6M +45,880 +5%
Stifel Financial
31
Stifel Financial
Missouri
$70.7M +$1.51M +19,275 +2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$69.3M -$8.62M -109,690 -10%
IA
33
IFC Advisors
California
$68.9M +$1.99M +25,300 +3%
PCIA
34
Prime Capital Investment Advisors
Kansas
$68M +$834K +10,620 +1%
PWM
35
Praetorian Wealth Management
California
$64.6M +$3.55M +45,245 +6%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$63.9M -$22.6M -287,475 -25%
GWA
37
Gratus Wealth Advisors
Virginia
$59.8M -$1.7M -21,670 -3%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$57.6M -$12.9M -164,695 -17%
LS
39
Leelyn Smith
Illinois
$55.9M +$3.44M +43,850 +6%
JP Morgan Chase
40
JP Morgan Chase
New York
$52.5M +$13M +165,630 +29%
BCMLT
41
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.7M -$8.19M -104,315 -13%
Creative Planning
42
Creative Planning
Kansas
$49.4M -$562K -7,160 -1%
LIM
43
Leavell Investment Management
Alabama
$46.4M +$1.52M +19,330 +3%
HCM
44
Hengehold Capital Management
Ohio
$43.7M +$870K +11,075 +2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$41M +$2.02M +25,680 +5%
BWP
46
Bernardo Wealth Planning
Pennsylvania
$38.2M -$1.33M -16,990 -3%
Lido Advisors
47
Lido Advisors
California
$37.9M -$842K -10,715 -2%
BPAMU
48
BTG Pactual Asset Management US
New York
$36M +$1.7M +21,675 +5%
MIC
49
Means Investment Company
Maine
$35.2M -$359K -4,575 -0.9%
BPA
50
Beacon Pointe Advisors
California
$34.8M +$34.4M +438,120 +1,248%

MGK Hedge Fund Activity: Q1 2026 in Review

958 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q1 2026, worth a combined $14.5B — down 16% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of MGK and 76 opened new positions — a net loss of 2 holders — while 322 trimmed existing stakes and 341 added.

The largest buyer was Fifth Third Bancorp, adding an estimated $88.8M. The largest seller was Howard Capital Management, cutting an estimated $318M.

  • 958 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q1 2026, down from 980 in Q4 2025.
  • Funds reported $14.5B of Vanguard Morningstar Mega Cap Growth ETF stock for Q1 2026, down 16% quarter-over-quarter.
  • 76 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q1 2026 and 78 closed out, a net change of -2 holders.
  • The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q1 2026 was Fifth Third Bancorp, an estimated $88.8M added.
  • The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q1 2026 was Howard Capital Management, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2026.