Vanguard Morningstar Mega Cap ETF
410 hedge funds and large institutions have $2.66B invested in Vanguard Morningstar Mega Cap ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 16 closing their positions.
238% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 16
14% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 118
13% more capital invested
Capital invested by funds: $2.35B → $2.66B (+$303M)
8% more funds holding
Funds holding: 378 → 410 (+32)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
0.29% less ownership
Funds ownership: 49.74% → 49.45% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$16.5M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$13.3M |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$12.3M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$12M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.2M |
| 3 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$9.58M |
| 4 |
JP Morgan Chase
New York
|
-$7.56M |
| 5 |
SFS
Security Financial Services
Fort Wayne,
Indiana
|
-$6.87M |
MGC Hedge Fund Activity: Q1 2024 in Review
410 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q1 2024, worth a combined $2.66B — up 13% from $2.35B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new MGC positions and 16 closed out — a net gain of 38 holders — while 135 added to existing stakes and 118 trimmed.
The largest buyer was One Capital Management, adding an estimated $16.5M. The largest seller was Morgan Stanley, cutting an estimated $11.3M.
- 410 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q1 2024, up from 378 in Q4 2023.
- Funds reported $2.66B of Vanguard Morningstar Mega Cap ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 54 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q1 2024 and 16 closed out, a net change of +38 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q1 2024 was One Capital Management, an estimated $16.5M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2024.