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Institutional Ownership · SEC Form 13F

Who owns VANGUARD MEGA CAP GROWTH INDEX FUND (VCR)


Which tracked institutional funds hold VCR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VCR company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

557
Institutional holders
7M
Shares held (tracked funds)

How the tape is positioned

110 tracked funds added or opened VCR while 39 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

VCR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes VCR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VCR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 557 tracked filers holding VCR, 204 increased or opened the position and 246 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in VCR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 14

  • Allianz SE$20M
  • BNP PARIBAS FINANCIAL MARKETS$8M
  • Curran Financial Partners, LLC$5M
  • NewEdge Advisors, LLC$3M
  • Evanson Financial, LLC$2M
  • Maxele Advisors, LLC$1M

Full exits 14

  • Janney Montgomery Scott LLC$28M
  • Cambridge Investment Research Advisors, Inc.$11M
  • HighTower Advisors, LLC$8M
  • Merrithew & Thorsten Inc$7M
  • Anchor Investment Management, LLC$4M
  • Main Management LLC$3M

Largest adds

  • BANK OF AMERICA CORP /DE/$94M
  • Foundations Investment Advisors, LLC$64M
  • MORGAN STANLEY$20M
  • PGIM Custom Harvest LLC$19M
  • EXCHANGE TRADED CONCEPTS, LLC$19M
  • Horizon Investments, LLC$18M

Largest trims

  • TWO SIGMA INVESTMENTS, LP$17M
  • Retirement Planning Group, LLC$4M
  • Mariner, LLC$3M
  • Richmond Brothers, Inc.$3M
  • Beacon Capital Management, Inc.$3M
  • Royal Fund Management, LLC$3M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added1,643,615$652M24.4%2026-Q2
MORGAN STANLEY added426,270$169M6.3%2026-Q2
JPMORGAN CHASE & CO trimmed418,982$166M6.2%2026-Q2
PGIM Custom Harvest LLC added407,202$162M6.0%2026-Q2
UBS Group AG added342,108$136M5.1%2026-Q2
WELLS FARGO & COMPANY/MN trimmed323,099$128M4.8%2026-Q2
LPL Financial LLC trimmed203,108$81M3.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added184,624$73M2.7%2026-Q2
Foundations Investment Advisors, LLC added161,278$64M2.4%2026-Q2
Beacon Capital Management, Inc. trimmed160,454$64M2.4%2026-Q2
RAYMOND JAMES FINANCIAL INC added143,844$57M2.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed119,582$47M1.8%2026-Q2
STIFEL FINANCIAL CORP trimmed112,833$45M1.7%2026-Q2
KCM INVESTMENT ADVISORS LLC added89,699$36M1.3%2026-Q2
Lido Advisors, LLC added89,614$36M1.3%2026-Q2
Rockefeller Capital Management L.P. trimmed87,969$35M1.3%2026-Q2
Auto-Owners Insurance Co trimmed80,700$32M1.2%2026-Q2
ROYAL BANK OF CANADA added77,411$31M1.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed75,926$30M1.1%2026-Q2
Ameritas Advisory Services, LLC added70,445$28M1.0%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added54,248$22M0.8%2026-Q2
Empower Advisory Group, LLC added53,858$21M0.8%2026-Q2
Cetera Investment Advisers added51,922$21M0.8%2026-Q2
PNC Financial Services Group, Inc. trimmed50,104$20M0.7%2026-Q2
M&T Bank Corp trimmed49,801$20M0.7%2026-Q2
Allianz SE new49,202$20M0.7%2026-Q2
Horizon Investments, LLC added46,394$18M0.7%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed42,447$17M0.6%2026-Q2
OSAIC HOLDINGS, INC. trimmed39,402$16M0.6%2026-Q2
Adaptive Financial Consulting, LLC added38,530$15M0.6%2026-Q2
ASSETMARK, INC trimmed37,305$15M0.6%2026-Q2
Stratos Wealth Partners, LTD. trimmed37,218$15M0.6%2026-Q2
Spire Wealth Management trimmed36,002$14M0.5%2026-Q2
TRUST CO OF OKLAHOMA trimmed31,726$13M0.5%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed31,351$12M0.5%2026-Q2
Hobart Private Capital, LLC added30,183$12M0.4%2026-Q2
MassMutual Private Wealth & Trust, FSB trimmed28,470$11M0.4%2026-Q2
Strengthening Families & Communities, LLC added28,055$11M0.4%2026-Q2
Mariner, LLC trimmed27,379$11M0.4%2026-Q2
Gibraltar Capital Management, Inc. added25,005$10M0.4%2026-Q2
BAILARD, INC. trimmed23,585$9M0.3%2026-Q2
TRUIST FINANCIAL CORP added23,431$9M0.3%2026-Q2
SOUTHERN CAPITAL SERVICES INC /ADV added22,845$9M0.3%2026-Q2
Westside Investment Management, Inc. trimmed21,481$9M0.3%2026-Q2
Junk Investment Group, LLC added20,915$8M0.3%2026-Q2
FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed20,368$8M0.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed20,100$8M0.3%2026-Q2
Altura Wealth Advisors Inc. added19,595$8M0.3%2026-Q2
Corient Private Wealth LP added19,187$8M0.3%2026-Q2
JONES FINANCIAL COMPANIES LLLP added18,250$7M0.3%2026-Q2
Financial Freedom, LLC trimmed18,014$7M0.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added16,985$7M0.3%2026-Q2
Bonfire Financial added16,943$7M0.3%2026-Q2
Concurrent Investment Advisors, LLC added16,298$6M0.2%2026-Q2
MML INVESTORS SERVICES, LLC added16,064$6M0.2%2026-Q2
Apollon Financial, LLC trimmed15,702$6M0.2%2026-Q2
PARK NATIONAL CORP /OH/ added15,006$6M0.2%2026-Q2
Private Advisor Group, LLC added14,933$6M0.2%2026-Q2
Salomon & Ludwin, LLC trimmed13,651$5M0.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added13,398$4M0.1%2026-Q2
Focus Partners Wealth trimmed13,356$5M0.2%2026-Q2
Merit Financial Group, LLC trimmed12,820$5M0.2%2026-Q2
FMR LLC added12,820$5M0.2%2026-Q2
Creative Planning added12,307$5M0.2%2026-Q2
Triangle Securities Wealth Management added12,296$5M0.2%2026-Q2
Curran Financial Partners, LLC trimmed11,803$5M0.2%2026-Q2
Kestra Advisory Services, LLC trimmed11,782$5M0.2%2026-Q2
BANK OF MONTREAL /CAN/ trimmed11,643$5M0.2%2026-Q2
Quantinno Capital Management LP trimmed11,309$4M0.2%2026-Q2
AlphaCore Capital LLC trimmed11,135$4M0.2%2026-Q2
GOLDMAN SACHS GROUP INC10,928$4M0.2%2026-Q2
PFG Advisors added10,680$4M0.2%2026-Q2
FIFTH THIRD BANCORP trimmed10,448$4M0.2%2026-Q2
Wall Street Financial Group, Inc. added10,201$4M0.2%2026-Q2
ATLAS CAPITAL ADVISORS INC.9,999$4M0.1%2026-Q2
AdvisorNet Financial, Inc added9,970$4M0.1%2026-Q2
NORTHERN TRUST CORP added9,964$4M0.1%2026-Q2
Madden Advisory Services, Inc. trimmed9,909$4M0.1%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC trimmed9,538$4M0.1%2026-Q2
Advisors Capital Management, LLC trimmed9,421$4M0.1%2026-Q2
New York Life Investment Management LLC added8,972$4M0.1%2026-Q2
WBH ADVISORY INC added8,830$4M0.1%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed8,770$3M0.1%2026-Q2
Praetorian Wealth Management, Inc. trimmed8,691$3M0.1%2026-Q2
Sharper & Granite LLC added8,509$3M0.1%2026-Q2
Capital Asset Advisory Services LLC trimmed8,279$3M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added8,177$3M0.1%2026-Q2
AGF MANAGEMENT LTD trimmed7,979$3M0.1%2026-Q2
Royal Fund Management, LLC trimmed7,513$3M0.1%2026-Q2
AMI INVESTMENT MANAGEMENT INC trimmed7,434$3M0.1%2026-Q2
Integrated Wealth Concepts LLC added7,345$3M0.1%2026-Q2
FIRST FINANCIAL CORP /IN/ trimmed7,277$3M0.1%2026-Q2
Strategic Investment Solutions, Inc. /IL trimmed7,162$3M0.1%2026-Q2
N.E.W. Advisory Services LLC trimmed7,154$3M0.1%2026-Q2
TD Waterhouse Canada Inc. trimmed7,122$3M0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed7,100$3M0.1%2026-Q2
BOKF, NA trimmed7,099$3M0.1%2026-Q2
Richmond Brothers, Inc. trimmed7,091$3M0.1%2026-Q2
CITIGROUP INC added7,009$3M0.1%2026-Q2
Joule Financial, LLC trimmed6,930$3M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership