Vanguard Morningstar Mega Cap ETF
302 hedge funds and large institutions have $2.15B invested in Vanguard Morningstar Mega Cap ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 21 closing their positions.
148% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 21
26% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 80
19% more funds holding in top 10
Funds holding in top 10: 16 → 19 (+3)
12% more capital invested
Capital invested by funds: $1.93B → $2.15B (+$228M)
8% more funds holding
Funds holding: 280 → 302 (+22)
0.14% more ownership
Funds ownership: 47.12% → 47.26% (+0.14%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.62M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.5M |
| 2 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$8.97M |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$6.98M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.11M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$41.7M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$10.4M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$5.96M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$4.77M |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$4.51M |
MGC Hedge Fund Activity: Q4 2021 in Review
302 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q4 2021, worth a combined $2.15B — up 12% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MGC positions and 21 closed out — a net gain of 31 holders — while 101 added to existing stakes and 80 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $16.5M. The largest seller was Global Endowment Management, cutting an estimated $41.7M.
- 302 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q4 2021, up from 280 in Q3 2021.
- Funds reported $2.15B of Vanguard Morningstar Mega Cap ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 52 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q4 2021 and 21 closed out, a net change of +31 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q4 2021 was Osaic Holdings, an estimated $16.5M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q4 2021 was Global Endowment Management, an estimated $41.7M sold.
Based on aggregated 13F filings for Q4 2021.