We are live on ! Find out more
MGK icon

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
FWM
126
Fingerlakes Wealth Management
New York
$10.4M -$439K -5,585 -4%
VF
127
Virtu Financial
New York
$10.2M +$10.9M +139,165 New
IIWM
128
Investment Insight Wealth Management
New York
$10M -$960K -12,225 -8%
WA
129
Waverly Advisors
Alabama
$9.99M -$615K -7,830 -5%
CP
130
Capital Planning
Washington
$9.94M +$1.56M +19,865 +17%
DWM
131
Darwin Wealth Management
Florida
$9.86M -$853K -10,865 -7%
HI
132
Harbour Investments
Wisconsin
$9.85M +$4.13M +52,600 +65%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$9.5M +$1.76M +22,415 +21%
RA
134
Resolute Advisors
California
$9.26M +$8.64K +110 +0.1%
CF
135
Centaurus Financial
California
$9.23M +$23.6K +300 +0.2%
AF
136
Apollon Financial
South Carolina
$9.04M +$198K +2,525 +2%
QWM
137
Quadcap Wealth Management
Texas
$9.04M +$480K +6,105 +5%
IFG
138
Independent Financial Group
California
$8.92M +$511K +6,510 +6%
CWS
139
Cypress Wealth Services
California
$8.85M -$416K -5,295 -4%
William Blair & Company
140
William Blair & Company
Illinois
$8.53M -$3.44M -43,855 -27%
BF
141
Baring Financial
Washington
$8.45M +$306K +3,890 +4%
PAG
142
Private Advisor Group
New Jersey
$8.44M +$1.96K +25 +0%
TA
143
TFB Advisors
Kansas
$8.43M -$5.03M -64,090 -36%
RFM
144
Royal Fund Management
Florida
$7.98M +$30.6K +390 +0.4%
WA
145
Waystone Advisors
Washington
$7.97M -$261K -3,320 -3%
Citigroup
146
Citigroup
New York
$7.9M +$2.52M +32,025 +42%
GFA
147
Gladwyn Financial Advisors
Virginia
$7.87M +$873K +11,120 +12%
MFA
148
McClarren Financial Advisors
Pennsylvania
$7.76M -$6.57M -83,695 -44%
AIP
149
Alexis Investment Partners
Texas
$7.71M +$942K +11,990 +12%
GS
150
GTS Securities
Florida
$7.71M +$6.46M +82,300 +364%

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.