Vanguard Morningstar Mega Cap ETF
258 hedge funds and large institutions have $1.8B invested in Vanguard Morningstar Mega Cap ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
39% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 69
11% more capital invested
Capital invested by funds: $1.62B → $1.8B (+$184M)
5% more funds holding
Funds holding: 246 → 258 (+12)
1.05% more ownership
Funds ownership: 49.04% → 50.09% (+1.1%)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
+$53.2M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$17.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9M |
| 5 |
SG
StoneX Group
New York
|
+$8.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$8.64M |
| 2 |
KP
Keel Point
Huntsville,
Alabama
|
-$7.82M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.49M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.41M |
| 5 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$3.94M |
MGC Hedge Fund Activity: Q1 2021 in Review
258 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q1 2021, worth a combined $1.8B — up 11% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MGC positions and 16 closed out — a net gain of 13 holders — while 96 added to existing stakes and 69 trimmed.
The largest buyer was Global Endowment Management, adding an estimated $53.2M. The largest seller was Beaumont Financial Advisors, cutting an estimated $8.64M.
- 258 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q1 2021, up from 246 in Q4 2020.
- Funds reported $1.8B of Vanguard Morningstar Mega Cap ETF stock for Q1 2021, up 11% quarter-over-quarter.
- 29 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q1 2021 and 16 closed out, a net change of +13 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q1 2021 was Global Endowment Management, an estimated $53.2M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q1 2021 was Beaumont Financial Advisors, an estimated $8.64M sold.
Based on aggregated 13F filings for Q1 2021.