Vanguard Morningstar Mega Cap ETF
422 hedge funds and large institutions have $2.9B invested in Vanguard Morningstar Mega Cap ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 26 closing their positions.
77% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 26
21% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 113
9% more capital invested
Capital invested by funds: $2.66B → $2.9B (+$245M)
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
3% more funds holding
Funds holding: 410 → 422 (+12)
0.42% more ownership
Funds ownership: 49.45% → 49.88% (+0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$24.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.1M |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$12M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$11.5M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$15.8M |
| 2 |
EE
EWG Elevate
Roseville,
California
|
-$8.12M |
| 3 |
Morgan Stanley
New York
|
-$5.47M |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$3.61M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.71M |
MGC Hedge Fund Activity: Q2 2024 in Review
422 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q2 2024, worth a combined $2.9B — up 9.2% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new MGC positions and 26 closed out — a net gain of 20 holders — while 137 added to existing stakes and 113 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $24.2M. The largest seller was GeoWealth Management, cutting an estimated $15.8M.
- 422 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q2 2024, up from 410 in Q1 2024.
- Funds reported $2.9B of Vanguard Morningstar Mega Cap ETF stock for Q2 2024, up 9.2% quarter-over-quarter.
- 46 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q2 2024 and 26 closed out, a net change of +20 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q2 2024 was Kestra Advisory Services, an estimated $24.2M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q2 2024 was GeoWealth Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q2 2024.