Vanguard Morningstar Mega Cap ETF
182 hedge funds and large institutions have $911M invested in Vanguard Morningstar Mega Cap ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 24 closing their positions.
539% more call options, than puts
Call options by funds: $1.42M | Put options by funds: $222K
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
21% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 24
18% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 51
0% more funds holding
Funds holding: 182 → 182 (0)
2.36% less ownership
Funds ownership: 48.7% → 46.33% (-2.4%)
19% less capital invested
Capital invested by funds: $1.12B → $911M (-$208M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
+$34.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$30.3M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$9.4M |
| 4 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$7.88M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$7.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cassaday & Co
Mclean,
Virginia
|
-$98.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$22.4M |
| 3 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
-$12.9M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$8.43M |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$3.37M |
MGC Hedge Fund Activity: Q1 2020 in Review
182 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q1 2020, worth a combined $911M — down 19% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MGC positions and 24 closed out — a net gain of 5 holders — while 60 added to existing stakes and 51 trimmed.
The largest buyer was Global Endowment Management, adding an estimated $34.6M. The largest seller was Cassaday & Co, cutting an estimated $98.6M.
- 182 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $911M of Vanguard Morningstar Mega Cap ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 29 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q1 2020 and 24 closed out, a net change of +5 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q1 2020 was Global Endowment Management, an estimated $34.6M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q1 2020 was Cassaday & Co, an estimated $98.6M sold.
Based on aggregated 13F filings for Q1 2020.