Vanguard Morningstar Mega Cap ETF
155 hedge funds and large institutions have $876M invested in Vanguard Morningstar Mega Cap ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 13 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 40
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
6% more capital invested
Capital invested by funds: $828M → $876M (+$47.2M)
2% more funds holding
Funds holding: 152 → 155 (+3)
0.97% more ownership
Funds ownership: 43.28% → 44.24% (+0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$17.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.4M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$8.63M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.93M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$19.9M |
| 2 |
Jane Street
New York
|
-$4.33M |
| 3 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$2.68M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.4M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.38M |
MGC Hedge Fund Activity: Q3 2019 in Review
155 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q3 2019, worth a combined $876M — up 5.7% from $828M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MGC positions and 13 closed out — a net gain of 3 holders — while 50 added to existing stakes and 40 trimmed.
The largest buyer was Woodard & Company Asset Management Group, opening a new position worth an estimated $17.9M. The largest seller was Concourse Financial Group Securities, cutting an estimated $19.9M.
- 155 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q3 2019, up from 152 in Q2 2019.
- Funds reported $876M of Vanguard Morningstar Mega Cap ETF stock for Q3 2019, up 5.7% quarter-over-quarter.
- 16 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q3 2019 and 13 closed out, a net change of +3 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q3 2019 was Woodard & Company Asset Management Group, an estimated $17.9M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q3 2019 was Concourse Financial Group Securities, an estimated $19.9M sold.
Based on aggregated 13F filings for Q3 2019.