Vanguard Morningstar Mega Cap ETF
324 hedge funds and large institutions have $1.93B invested in Vanguard Morningstar Mega Cap ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 20 closing their positions.
408% more call options, than puts
Call options by funds: $2.15M | Put options by funds: $422K
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
7% more capital invested
Capital invested by funds: $1.81B → $1.93B (+$118M)
6% more funds holding
Funds holding: 307 → 324 (+17)
1.01% more ownership
Funds ownership: 47.43% → 48.45% (+1%)
6% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 97
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$56.5M |
| 2 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
+$15.5M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$12.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.2M |
| 5 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$8.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$44.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.9M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
-$18.2M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$6.91M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.14M |
MGC Hedge Fund Activity: Q2 2023 in Review
324 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q2 2023, worth a combined $1.93B — up 6.5% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new MGC positions and 20 closed out — a net gain of 20 holders — while 103 added to existing stakes and 97 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $56.5M. The largest seller was Global Endowment Management, exiting entirely with an estimated $44.5M sold.
- 324 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q2 2023, up from 307 in Q1 2023.
- Funds reported $1.93B of Vanguard Morningstar Mega Cap ETF stock for Q2 2023, up 6.5% quarter-over-quarter.
- 40 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q2 2023 and 20 closed out, a net change of +20 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $56.5M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q2 2023 was Global Endowment Management, an estimated $44.5M sold.
Based on aggregated 13F filings for Q2 2023.