Vanguard Morningstar Mega Cap ETF
307 hedge funds and large institutions have $1.81B invested in Vanguard Morningstar Mega Cap ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 26 closing their positions.
27% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 26
25% more call options, than puts
Call options by funds: $1.09M | Put options by funds: $873K
11% more capital invested
Capital invested by funds: $1.62B → $1.81B (+$185M)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
0% more funds holding
Funds holding: 306 → 307 (+1)
0.41% less ownership
Funds ownership: 47.84% → 47.43% (-0.41%)
6% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$29.2M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$27.4M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$15.3M |
| 4 |
IC
IEQ Capital
Foster City,
California
|
+$7.74M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.3M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$7.64M |
| 3 |
AssetMark Inc
Concord,
California
|
-$5.6M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$5.27M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.65M |
MGC Hedge Fund Activity: Q1 2023 in Review
307 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q1 2023, worth a combined $1.81B — up 11% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new MGC positions and 26 closed out — a net gain of 7 holders — while 93 added to existing stakes and 99 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $29.2M. The largest seller was Ameriprise, cutting an estimated $10.3M.
- 307 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q1 2023, up from 306 in Q4 2022.
- Funds reported $1.81B of Vanguard Morningstar Mega Cap ETF stock for Q1 2023, up 11% quarter-over-quarter.
- 33 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q1 2023 and 26 closed out, a net change of +7 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $29.2M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q1 2023 was Ameriprise, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2023.