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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
Fidelity Investments
101
Fidelity Investments
Massachusetts
$15.1M +$959K +12,205 +6%
OIS
102
Okabena Investment Services
Minnesota
$14.6M +$5.59M +71,225 +56%
NAS
103
NWF Advisory Services
California
$14.5M +$241K +3,065 +2%
UF
104
Univest Financial
Pennsylvania
$14.4M +$12M +152,370 +344%
SI
105
Stephens Inc
Arkansas
$13.8M +$680K +8,660 +5%
FIA
106
Foundations Investment Advisors
Arizona
$13.8M +$998K +12,700 +7%
CFP
107
Cascade Financial Partners
California
$13.5M -$258K -3,285 -2%
VAS
108
Vestmark Advisory Solutions
Massachusetts
$13.3M -$813K -10,345 -5%
FWM
109
Focused Wealth Management
New York
$12.6M -$129K -1,645 -1%
PCFFS
110
Pacific Center for Financial Services
California
$12.5M -$313K -3,990 -2%
AWM
111
Axxcess Wealth Management
California
$12.3M -$494K -6,285 -4%
BAWM
112
Bennett Associates Wealth Management
Pennsylvania
$12.2M +$1.33M +16,925 +11%
TCBWMS
113
Texas Capital Bank Wealth Management Services
Texas
$12.1M -$63.6K -810 -0.5%
CWMGP
114
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$12M +$331K +4,215 +3%
PTC
115
Philadelphia Trust Company
Pennsylvania
$11.9M
SWM
116
Sherman Wealth Management
Maryland
$11.9M -$99K -1,260 -0.8%
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$11.7M +$1.85M +23,540 +15%
SIM
118
Stratos Investment Management
Ohio
$11.6M -$7.54M -95,985 -38%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$11.4M +$149K +1,895 +1%
PCM
120
Pennsylvania Capital Management
Pennsylvania
$11.3M +$87.2K +1,110 +0.7%
ACA
121
AllStreet Capital Advisors
California
$10.9M -$65.2K -830 -0.6%
SPIA
122
Steward Partners Investment Advisory
New York
$10.8M +$755K +9,610 +7%
CG
123
Clifford Group
Massachusetts
$10.7M +$492K +6,260 +4%
CPCP
124
Cedar Point Capital Partners
Iowa
$10.7M +$523K +6,655 +5%
Truist Financial
125
Truist Financial
North Carolina
$10.4M +$474K +6,040 +4%

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.