Vanguard Morningstar Mega Cap ETF
328 hedge funds and large institutions have $1.89B invested in Vanguard Morningstar Mega Cap ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 101 reducing their positions, and 24 closing their positions.
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
15% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 101
1% more funds holding
Funds holding: 324 → 328 (+4)
2% less capital invested
Capital invested by funds: $1.93B → $1.89B (-$30.4M)
1.56% less ownership
Funds ownership: 48.45% → 46.88% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$20.9M |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$6.71M |
| 3 |
BFG
Buttonwood Financial Group
Kansas City,
Missouri
|
+$6.32M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.71M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$4.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$93.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.91M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.52M |
| 4 |
Goldman Sachs
New York
|
-$3.92M |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
-$3.81M |
MGC Hedge Fund Activity: Q3 2023 in Review
328 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q3 2023, worth a combined $1.89B — down 1.6% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MGC positions and 24 closed out — a net gain of 7 holders — while 116 added to existing stakes and 101 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $20.9M. The largest seller was EP Wealth Advisors, cutting an estimated $93.1M.
- 328 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q3 2023, up from 324 in Q2 2023.
- Funds reported $1.89B of Vanguard Morningstar Mega Cap ETF stock for Q3 2023, down 1.6% quarter-over-quarter.
- 31 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q3 2023 and 24 closed out, a net change of +7 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q3 2023 was First Trust Advisors, an estimated $20.9M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $93.1M sold.
Based on aggregated 13F filings for Q3 2023.