Vanguard Mega Cap Value ETF
126 hedge funds and large institutions have $1.12B invested in Vanguard Mega Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
30% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 33
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
6% more capital invested
Capital invested by funds: $1.06B → $1.12B (+$59.8M)
5% more funds holding
Funds holding: 120 → 126 (+6)
1.43% more ownership
Funds ownership: 56.41% → 57.84% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$8.8M |
| 2 |
AssetMark Inc
Concord,
California
|
+$8.38M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$7.17M |
| 4 |
AC
Alexandria Capital
Arlington,
Virginia
|
+$6.46M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$1.13M |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$982K |
| 3 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$968K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$899K |
| 5 |
CA
Capital Advantage
Walnut Creek,
California
|
-$374K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Bank of New York Mellon
New York
| – | -$347K | -4,696 | Closed |
|
|
MCWS
127
McKinley Carter Wealth Services
Wheeling,
West Virginia
| – | -$155K | -2,095 | Closed |
|
|
SWP
128
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$103K | -1,386 | Closed |
|
|
FANJ
129
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$38K | -507 | Closed |
|
|
CCA
130
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$37K | -500 | Closed |
|
|
ASN
131
Advisory Services Network
Atlanta,
Georgia
| – | -$19K | -255 | Closed |
|
|
VFA
132
Valeo Financial Advisors
Carmel,
Indiana
| – | +$150 | +2 | New |
|
MGV Hedge Fund Activity: Q2 2018 in Review
126 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Value ETF (MGV) for Q2 2018, worth a combined $1.12B — up 5.6% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new MGV positions and 8 closed out — a net gain of 9 holders — while 43 added to existing stakes and 33 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $8.8M. The largest seller was FDx Advisors, exiting entirely with an estimated $1.13M sold.
- 126 institutional investors held Vanguard Mega Cap Value ETF (MGV) as of Q2 2018, up from 120 in Q1 2018.
- Funds reported $1.12B of Vanguard Mega Cap Value ETF stock for Q2 2018, up 5.6% quarter-over-quarter.
- 17 funds opened new Vanguard Mega Cap Value ETF positions in Q2 2018 and 8 closed out, a net change of +9 holders.
- The largest Vanguard Mega Cap Value ETF buyer in Q2 2018 was PNC Financial Services Group, an estimated $8.8M added.
- The largest Vanguard Mega Cap Value ETF seller in Q2 2018 was FDx Advisors, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2018.