Vanguard Morningstar Mega Cap ETF
147 hedge funds and large institutions have $745M invested in Vanguard Morningstar Mega Cap ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
27% more capital invested
Capital invested by funds: $586M → $745M (+$158M)
7% more funds holding
Funds holding: 138 → 147 (+9)
5% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 41
0.57% more ownership
Funds ownership: 42.06% → 42.62% (+0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cassaday & Co
Mclean,
Virginia
|
+$70.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$4.81M |
| 4 |
Bank of New York Mellon
New York
|
+$1.91M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.88M |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
-$3.43M |
| 3 |
PS
Portfolio Solutions
Royal Oak,
Michigan
|
-$3.39M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.99M |
| 5 |
Morgan Stanley
New York
|
-$1.2M |
MGC Hedge Fund Activity: Q1 2019 in Review
147 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q1 2019, worth a combined $745M — up 27% from $586M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new MGC positions and 9 closed out — a net gain of 9 holders — while 43 added to existing stakes and 41 trimmed.
The largest buyer was Cassaday & Co, adding an estimated $70.8M. The largest seller was UBS Group, cutting an estimated $3.88M.
- 147 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q1 2019, up from 138 in Q4 2018.
- Funds reported $745M of Vanguard Morningstar Mega Cap ETF stock for Q1 2019, up 27% quarter-over-quarter.
- 18 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q1 2019 and 9 closed out, a net change of +9 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q1 2019 was Cassaday & Co, an estimated $70.8M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q1 2019 was UBS Group, an estimated $3.88M sold.
Based on aggregated 13F filings for Q1 2019.