Vanguard Morningstar Mega Cap ETF
152 hedge funds and large institutions have $828M invested in Vanguard Morningstar Mega Cap ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
47% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 34
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more capital invested
Capital invested by funds: $745M → $828M (+$83.7M)
3% more funds holding
Funds holding: 147 → 152 (+5)
0.65% more ownership
Funds ownership: 42.62% → 43.28% (+0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cassaday & Co
Mclean,
Virginia
|
+$15.2M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$12.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.53M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.21M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$6.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.6M |
| 2 |
Goldman Sachs
New York
|
-$2.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.72M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.15M |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
-$543K |
MGC Hedge Fund Activity: Q2 2019 in Review
152 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q2 2019, worth a combined $828M — up 11% from $745M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MGC positions and 6 closed out — a net gain of 9 holders — while 50 added to existing stakes and 34 trimmed.
The largest buyer was Cassaday & Co, adding an estimated $15.2M. The largest seller was Wells Fargo, cutting an estimated $10.6M.
- 152 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q2 2019, up from 147 in Q1 2019.
- Funds reported $828M of Vanguard Morningstar Mega Cap ETF stock for Q2 2019, up 11% quarter-over-quarter.
- 15 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q2 2019 and 6 closed out, a net change of +9 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q2 2019 was Cassaday & Co, an estimated $15.2M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q2 2019 was Wells Fargo, an estimated $10.6M sold.
Based on aggregated 13F filings for Q2 2019.