Vanguard Morningstar Mega Cap ETF
280 hedge funds and large institutions have $1.93B invested in Vanguard Morningstar Mega Cap ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
22% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 72
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
4% more funds holding
Funds holding: 268 → 280 (+12)
3% more capital invested
Capital invested by funds: $1.87B → $1.93B (+$57.4M)
0.36% less ownership
Funds ownership: 47.48% → 47.12% (-0.36%)
41% less call options, than puts
Call options by funds: $385K | Put options by funds: $655K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$22.5M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$21.4M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$19.4M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$18.3M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$60.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.69M |
| 4 |
BDF
Black Diamond Financial
Towson,
Maryland
|
-$9.09M |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$6.91M |
MGC Hedge Fund Activity: Q3 2021 in Review
280 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q3 2021, worth a combined $1.93B — up 3.1% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new MGC positions and 10 closed out — a net gain of 14 holders — while 88 added to existing stakes and 72 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $22.5M. The largest seller was Global Endowment Management, cutting an estimated $60.8M.
- 280 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q3 2021, up from 268 in Q2 2021.
- Funds reported $1.93B of Vanguard Morningstar Mega Cap ETF stock for Q3 2021, up 3.1% quarter-over-quarter.
- 24 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q3 2021 and 10 closed out, a net change of +14 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q3 2021 was Raymond James & Associates, an estimated $22.5M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q3 2021 was Global Endowment Management, an estimated $60.8M sold.
Based on aggregated 13F filings for Q3 2021.