Vanguard Morningstar Mega Cap ETF
216 hedge funds and large institutions have $1.38B invested in Vanguard Morningstar Mega Cap ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
81% more call options, than puts
Call options by funds: $559K | Put options by funds: $309K
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
22% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 65
9% more capital invested
Capital invested by funds: $1.27B → $1.38B (+$114M)
7% more funds holding
Funds holding: 201 → 216 (+15)
1.64% less ownership
Funds ownership: 49% → 47.35% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
+$14.1M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$10.3M |
| 3 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$5.99M |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$4.74M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$4.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$33.3M |
| 2 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$31.7M |
| 3 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$7.41M |
| 4 |
Morgan Stanley
New York
|
-$6.18M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5M |
MGC Hedge Fund Activity: Q3 2020 in Review
216 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q3 2020, worth a combined $1.38B — up 9% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new MGC positions and 11 closed out — a net gain of 17 holders — while 79 added to existing stakes and 65 trimmed.
The largest buyer was Summit Wealth & Retirement Planning, adding an estimated $14.1M. The largest seller was Global Endowment Management, cutting an estimated $33.3M.
- 216 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q3 2020, up from 201 in Q2 2020.
- Funds reported $1.38B of Vanguard Morningstar Mega Cap ETF stock for Q3 2020, up 9% quarter-over-quarter.
- 28 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q3 2020 and 11 closed out, a net change of +17 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q3 2020 was Summit Wealth & Retirement Planning, an estimated $14.1M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q3 2020 was Global Endowment Management, an estimated $33.3M sold.
Based on aggregated 13F filings for Q3 2020.