Vanguard Morningstar Mega Cap ETF
129 hedge funds and large institutions have $558M invested in Vanguard Morningstar Mega Cap ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
4% more funds holding
Funds holding: 124 → 129 (+5)
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
3% more capital invested
Capital invested by funds: $542M → $558M (+$15.3M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.45% less ownership
Funds ownership: 39.41% → 38.96% (-0.45%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.05M |
| 2 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.94M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.56M |
| 4 |
CB
Cadence Bank
Tupelo,
Mississippi
|
+$1.55M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.19M |
| 2 |
Bank of New York Mellon
New York
|
-$2.4M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$1.8M |
| 4 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$1.12M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.09M |
MGC Hedge Fund Activity: Q2 2018 in Review
129 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q2 2018, worth a combined $558M — up 2.8% from $542M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MGC positions and 7 closed out — a net gain of 8 holders — while 33 added to existing stakes and 32 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.05M. The largest seller was Morgan Stanley, cutting an estimated $5.19M.
- 129 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q2 2018, up from 124 in Q1 2018.
- Funds reported $558M of Vanguard Morningstar Mega Cap ETF stock for Q2 2018, up 2.8% quarter-over-quarter.
- 15 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q2 2018 and 7 closed out, a net change of +8 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q2 2018 was Wells Fargo, an estimated $2.05M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q2 2018 was Morgan Stanley, an estimated $5.19M sold.
Based on aggregated 13F filings for Q2 2018.