Who owns Vanguard Morningstar Mega Cap ETF?
Institutional ownership of MGC from SEC Form 13F filings across 310 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
310
13F holders
$3.75B
value, 2026 filers
36.2%
of shares outstanding (14.0M sh)
34
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of MGC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3.4M | $922.1M | 0.2% | 8.7% | -0.8% |
| 2 | BANK OF AMERICA CORP /DE/ | 1.5M | $418.6M | 0.0% | 3.9% | -2.0% |
| 3 | MORGAN STANLEY | 589,146 | $161.2M | 0.0% | 1.5% | -0.9% |
| 4 | WELLS FARGO & COMPANY/MN | 570,936 | $156.2M | 0.0% | 1.5% | -2.3% |
| 5 | LEAVELL INVESTMENT MANAGEMENT, INC. | 507,282 | $138.8M | 5.1% | 1.3% | +0.6% |
| 6 | UBS Group AG | 459,689 | $125.8M | 0.0% | 1.2% | -1.1% |
| 7 | LPL Financial LLC | 446,235 | $122.1M | 0.0% | 1.2% | -4.2% |
| 8 | PNC Financial Services Group, Inc. | 434,711 | $118.9M | 0.1% | 1.1% | -0.7% |
| 9 | AMERIPRISE FINANCIAL INC | 364,847 | $99.8M | 0.0% | 0.9% | -5.8% |
| 10 | RAYMOND JAMES FINANCIAL INC | 343,460 | $94.0M | 0.0% | 0.9% | -1.6% |
| 11 | Cetera Investment Advisers | 299,443 | $81.9M | 0.1% | 0.8% | +2.6% |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 287,972 | $78.8M | 0.0% | 0.7% | +3.0% |
| 13 | Apella Capital, LLC | 211,482 | $57.9M | 0.8% | 0.5% | -2.7% |
| 14 | CAPTRUST FINANCIAL ADVISORS | 191,096 | $52.3M | 0.1% | 0.5% | -0.6% |
| 15 | Cambridge Investment Research Advisors, Inc. | 183,730 | $50,274 | 0.1% | 0.5% | +110.4% |
| 16 | Kestra Advisory Services, LLC | 178,867 | $48.9M | 0.2% | 0.5% | +285.1% |
| 17 | Forvis Mazars Wealth Advisors, LLC | 173,309 | $47.4M | 0.8% | 0.4% | -1.2% |
| 18 | TRUIST FINANCIAL CORP | 169,974 | $46.5M | 0.1% | 0.4% | -3.5% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 165,661 | $45.3M | 0.1% | 0.4% | -4.7% |
| 20 | Rockefeller Capital Management L.P. | 158,902 | $43.5M | 0.1% | 0.4% | +3.2% |
| 21 | Orion Porfolio Solutions, LLC | 148,187 | $40.5M | 0.3% | 0.4% | -2.5% |
| 22 | IEQ CAPITAL, LLC | 146,188 | $40.0M | 0.2% | 0.4% | -7.6% |
| 23 | Mesirow Financial Investment Management, Inc. | 145,226 | $39.7M | 0.6% | 0.4% | +9.5% |
| 24 | ROYAL BANK OF CANADA | 134,408 | $36.8M | 0.0% | 0.3% | -26.2% |
| 25 | Savant Capital, LLC | 103,295 | $28.5M | 0.1% | 0.3% | +739.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.