Vanguard Morningstar Mega Cap ETF
87 hedge funds and large institutions have $458M invested in Vanguard Morningstar Mega Cap ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
4% more funds holding
Funds holding: 84 → 87 (+3)
4% more capital invested
Capital invested by funds: $441M → $458M (+$16.9M)
0.22% more ownership
Funds ownership: 44.7% → 44.92% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $286K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCWM
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
+$29.1M |
| 2 |
Morgan Stanley
New York
|
+$11.6M |
| 3 |
CA
Capital Advantage
Walnut Creek,
California
|
+$9M |
| 4 |
AIS
American Investment Services
Great Barrington,
Massachusetts
|
+$4.85M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$26.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$7.88M |
| 3 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$4.17M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.43M |
| 5 |
Jane Street
New York
|
-$3.19M |
MGC Hedge Fund Activity: Q2 2016 in Review
87 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q2 2016, worth a combined $458M — up 3.8% from $441M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MGC positions and 10 closed out — a net gain of 3 holders — while 27 added to existing stakes and 31 trimmed.
The largest buyer was Wooster Corthell Wealth Management, adding an estimated $29.1M. The largest seller was Bank of America, cutting an estimated $26.6M.
- 87 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q2 2016, up from 84 in Q1 2016.
- Funds reported $458M of Vanguard Morningstar Mega Cap ETF stock for Q2 2016, up 3.8% quarter-over-quarter.
- 13 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q2 2016 and 10 closed out, a net change of +3 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q2 2016 was Wooster Corthell Wealth Management, an estimated $29.1M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q2 2016 was Bank of America, an estimated $26.6M sold.
Based on aggregated 13F filings for Q2 2016.