Vanguard Morningstar Mega Cap ETF
306 hedge funds and large institutions have $1.62B invested in Vanguard Morningstar Mega Cap ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.
119% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 21
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
8% more funds holding
Funds holding: 283 → 306 (+23)
8% more capital invested
Capital invested by funds: $1.5B → $1.62B (+$119M)
1.78% more ownership
Funds ownership: 46.06% → 47.84% (+1.8%)
9% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$26.9M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$26.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13.6M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$7.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$31.7M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$10.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$8.62M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$6.96M |
MGC Hedge Fund Activity: Q4 2022 in Review
306 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q4 2022, worth a combined $1.62B — up 7.9% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new MGC positions and 21 closed out — a net gain of 25 holders — while 93 added to existing stakes and 102 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $26.9M. The largest seller was Global Endowment Management, cutting an estimated $31.7M.
- 306 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q4 2022, up from 283 in Q3 2022.
- Funds reported $1.62B of Vanguard Morningstar Mega Cap ETF stock for Q4 2022, up 7.9% quarter-over-quarter.
- 46 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q4 2022 and 21 closed out, a net change of +25 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q4 2022 was Brinker Capital Investments, an estimated $26.9M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q4 2022 was Global Endowment Management, an estimated $31.7M sold.
Based on aggregated 13F filings for Q4 2022.