VANGUARD MEGA CAP ETF MGC
$272.75
-0.2% 52w: $213.57 – $279.02
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data213.57246.30279.02
Jun 20, 2025 Jul 2, 2026
Institutional holders
505
-20 QoQ
13F value
$4.53B
-21.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$2.9M calls / — puts
Institutional value by quarter
Number of holders
Who owns MGC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.4M | $802.9M | 0.2% | -31.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.6M | $369.1M | 0.0% | +0.4% |
| New York Life Investment Management LLC | Insurance | 744.3K | $175.9M | 1.5% | +5.7% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 647.9K | $153.1M | 1.3% | -1.9% |
| MORGAN STANLEY | Bank broker | 594.7K | $140.6M | 0.0% | 0.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 584.2K | $138.1M | 0.0% | -1.1% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 504.3K | $119.2M | 4.9% | +0.8% |
| LPL Financial LLC | Bank broker | 465.6K | $110.1M | 0.0% | -4.4% |
| UBS Group AG | Bank broker | 464.6K | $109.8M | 0.0% | -3.3% |
| Procyon Advisors, LLC | Wealth advisor | 440.1K | $104.0M | 5.1% | -3.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 437.7K | $103.4M | 0.1% | +0.9% |
| HUNTINGTON NATIONAL BANK | Diversified mechanical | 434.6K | $102.7M | 0.8% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 387.3K | $91.4M | 0.0% | -17.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 349.2K | $82.5M | 0.0% | -21.1% |
| Cetera Investment Advisers | Wealth advisor | 292.0K | $69.0M | 0.1% | -1.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 279.6K | $66.1M | 0.0% | +19.9% |
| Apella Capital, LLC | Wealth advisor | 217.3K | $56.4M | 0.8% | -9.9% |
| Verus Financial Partners, Inc. | Wealth advisor | 201.8K | $51.7M | 4.6% | +0.1% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | Wealth advisor | 215.5K | $50.9M | 12.2% | +0.6% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 200.2K | $47.3M | 0.0% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 192.3K | $45.4M | 0.1% | -8.5% |
| ROYAL BANK OF CANADA | Bank broker | 182.2K | $43.1M | 0.0% | -8.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 176.1K | $41.6M | 0.1% | +7.6% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 175.4K | $41.5M | 0.8% | -6.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 173.9K | $41.1M | 0.1% | -14.8% |
| IEQ CAPITAL, LLC | Diversified mechanical | 158.1K | $37.4M | 0.2% | -3.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 154.0K | $36.4M | 0.1% | +1.8% |
| Investment Planning Advisors, Inc. | Wealth advisor | 152.0K | $35.9M | 9.9% | +11.5% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 151.9K | $35.9M | 0.3% | -13.7% |
| One Capital Management, LLC | Wealth advisor | 143.2K | $33.8M | 0.9% | -18.6% |
| ProVise Management Group, LLC | Other | 136.0K | $32.1M | 2.3% | +1.2% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 132.6K | $31.3M | 0.5% | +23.1% |
| Black Diamond Financial, LLC | Wealth advisor | 112.1K | $26.5M | 2.9% | -0.9% |
| Praetorian Wealth Management, Inc. | Wealth advisor | 92.9K | $22.8M | 4.3% | +2.6% |
| JPMORGAN CHASE & CO | Bank broker | 95.2K | $21.8M | 0.0% | -80.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 89.4K | $21.1M | 0.4% | +4.3% |
| Capital Investment Advisors, LLC | Wealth advisor | 89.1K | $21.1M | 0.3% | +4.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 87.3K | $20.6M | 0.1% | +3.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 85.2K | $20.1M | 0.0% | -13.6% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 80.7K | $19.1M | 0.6% | -3.0% |
| VSM Wealth Advisory, LLC | Wealth advisor | 69.6K | $16.5M | 4.9% | +0.1% |
| COZAD ASSET MANAGEMENT INC | Other | 69.2K | $16.4M | 1.3% | -0.9% |
| Creative Planning | Wealth advisor | 68.0K | $16.1M | 0.0% | +0.9% |
| Modera Wealth Management, LLC | Wealth advisor | 67.5K | $16.0M | 0.2% | -0.6% |
| PATTEN & PATTEN INC/TN | Other | 65.0K | $15.4M | 0.9% | +3.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 63.0K | $14.9M | 0.1% | -9.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 63.7K | $14.7M | 0.0% | +9.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 60.5K | $14.4M | 0.0% | -34.6% |
| Colorado Capital Management, Inc. | Wealth advisor | 59.5K | $14.1M | 5.2% | +11.5% |
| HB Wealth Management, LLC | Wealth advisor | 59.4K | $14.0M | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.