Vanguard Mega Cap Value ETF
MGV
227 hedge funds and large institutions have $2.87B invested in Vanguard Mega Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
31% more funds holding in top 10
Funds holding in top 10: 16 → 21 (+5)
23% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 64
18% more capital invested
Capital invested by funds: $2.42B → $2.87B (+$441M)
10% more funds holding
Funds holding: 207 → 227 (+20)
1.13% more ownership
Funds ownership: 69.05% → 70.17% (+1.1%)
23% less call options, than puts
Call options by funds: $3.12M | Put options by funds: $4.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$64.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$32.1M |
| 3 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$15.8M |
| 4 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
+$14.5M |
| 5 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.6M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$8.68M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7.82M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$3.81M |
| 5 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$3.8M |
MGV Hedge Fund Activity: Q1 2021 in Review
227 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Value ETF (MGV) for Q1 2021, worth a combined $2.87B — up 18% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new MGV positions and 13 closed out — a net gain of 22 holders — while 79 added to existing stakes and 64 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $64.9M. The largest seller was Envestnet Asset Management, cutting an estimated $11.6M.
- 227 institutional investors held Vanguard Mega Cap Value ETF (MGV) as of Q1 2021, up from 207 in Q4 2020.
- Funds reported $2.87B of Vanguard Mega Cap Value ETF stock for Q1 2021, up 18% quarter-over-quarter.
- 35 funds opened new Vanguard Mega Cap Value ETF positions in Q1 2021 and 13 closed out, a net change of +22 holders.
- The largest Vanguard Mega Cap Value ETF buyer in Q1 2021 was AssetMark Inc, an estimated $64.9M added.
- The largest Vanguard Mega Cap Value ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2021.