Vanguard Morningstar Mega Cap ETF
427 hedge funds and large institutions have $3.1B invested in Vanguard Morningstar Mega Cap ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 127 reducing their positions, and 23 closing their positions.
48% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 23
26% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 127
7% more capital invested
Capital invested by funds: $2.9B → $3.1B (+$199M)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
1% more funds holding
Funds holding: 422 → 427 (+5)
0.3% more ownership
Funds ownership: 49.88% → 50.17% (+0.3%)
17% less call options, than puts
Call options by funds: $207K | Put options by funds: $248K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$19.7M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$19.6M |
| 3 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$16.3M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$13.6M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$20.1M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$16.4M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$12M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$9.45M |
| 5 |
Goldman Sachs
New York
|
-$4.05M |
MGC Hedge Fund Activity: Q3 2024 in Review
427 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q3 2024, worth a combined $3.1B — up 6.9% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new MGC positions and 23 closed out — a net gain of 11 holders — while 160 added to existing stakes and 127 trimmed.
The largest buyer was Mesirow Financial Investment Management, adding an estimated $19.7M. The largest seller was Truist Financial, cutting an estimated $20.1M.
- 427 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q3 2024, up from 422 in Q2 2024.
- Funds reported $3.1B of Vanguard Morningstar Mega Cap ETF stock for Q3 2024, up 6.9% quarter-over-quarter.
- 34 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q3 2024 and 23 closed out, a net change of +11 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q3 2024 was Mesirow Financial Investment Management, an estimated $19.7M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q3 2024 was Truist Financial, an estimated $20.1M sold.
Based on aggregated 13F filings for Q3 2024.