Vanguard Morningstar Mega Cap ETF
246 hedge funds and large institutions have $1.62B invested in Vanguard Morningstar Mega Cap ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 12 closing their positions.
275% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 12
24% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 66
17% more capital invested
Capital invested by funds: $1.38B → $1.62B (+$236M)
14% more funds holding
Funds holding: 216 → 246 (+30)
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
1.68% more ownership
Funds ownership: 47.35% → 49.04% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$35.1M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$7.84M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.65M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$15.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.08M |
| 4 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
-$3.65M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.61M |
MGC Hedge Fund Activity: Q4 2020 in Review
246 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q4 2020, worth a combined $1.62B — up 17% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new MGC positions and 12 closed out — a net gain of 33 holders — while 82 added to existing stakes and 66 trimmed.
The largest buyer was Verus Financial Partners, opening a new position worth an estimated $35.1M. The largest seller was Morgan Stanley, cutting an estimated $15.9M.
- 246 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q4 2020, up from 216 in Q3 2020.
- Funds reported $1.62B of Vanguard Morningstar Mega Cap ETF stock for Q4 2020, up 17% quarter-over-quarter.
- 45 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q4 2020 and 12 closed out, a net change of +33 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q4 2020 was Verus Financial Partners, an estimated $35.1M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q4 2020 was Morgan Stanley, an estimated $15.9M sold.
Based on aggregated 13F filings for Q4 2020.