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Vanguard Mega Cap Value ETF

68 hedge funds and large institutions have $441M invested in Vanguard Mega Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.23% more ownership

Funds ownership: 45.18%46.42% (+1.2%)

5% more capital invested

Capital invested by funds: $420M → $441M (+$20.7M)

0% more funds holding

Funds holding: 6868 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $305K

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
6
Increased
30
Reduced
16
Closed
6
Calls
Puts
$305K
Net Calls
-$305K
Net Calls Change
-$463K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$83.8M +$14.8M +246,253 +21%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$61.1M +$7.28M +120,904 +13%
Morgan Stanley
3
Morgan Stanley
New York
$52.1M +$4.19M +69,543 +9%
LNC
4
Lincoln National Corp
Pennsylvania
$40.9M +$3.34M +55,449 +9%
UBS Group
5
UBS Group
Switzerland
$40.9M -$144K -2,391 -0.3%
HighTower Advisors
6
HighTower Advisors
Illinois
$26M +$1.11M +18,464 +4%
CA
7
Capital Advantage
California
$18.4M +$738K +12,259 +4%
SC
8
Savant Capital
Illinois
$11.1M +$181K +3,011 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.1M +$3.61M +59,972 +55%
AWM
10
Avior Wealth Management
Nebraska
$8.22M -$19.9K -330 -0.2%
AC
11
Alexandria Capital
Virginia
$8.18M +$1.62M +26,975 +25%
BPCE
12
Bank Pictet & Cie (Europe)
Germany
$7.65M
Goldman Sachs
13
Goldman Sachs
New York
$7.3M +$7.35M +122,107 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$5.85M +$1.05M +17,423 +22%
Ameriprise
15
Ameriprise
Minnesota
$5.76M -$199K -3,297 -3%
BEC
16
Blue Edge Capital
Virginia
$5.12M -$3.7M -61,406 -44%
PFM
17
Phillips Financial Management
Indiana
$4.92M -$82.7K -1,374 -2%
LPL Financial
18
LPL Financial
California
$4.5M -$954K -15,840 -17%
MAA
19
Managed Account Advisors
New Jersey
$3.94M +$349K +5,799 +10%
RGC
20
Roberts, Glore & Co
Illinois
$3.2M -$64.7K -1,074 -2%
M&T Bank
21
M&T Bank
New York
$2.76M
CCA
22
Checchi Capital Advisers
California
$2.63M -$67K -1,113 -2%
TH
23
Timber Hill
Connecticut
$2.31M -$30.1K -500 -1%
IFS
24
Ifrah Financial Services
Arkansas
$2.26M +$5.66K +94 +0.2%
ONB
25
Old National Bancorp
Indiana
$2.07M +$129K +2,140 +7%

MGV Hedge Fund Activity: Q1 2015 in Review

68 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Value ETF (MGV) for Q1 2015, worth a combined $441M — up 4.9% from $420M a quarter earlier.

Fund positioning in MGV was balanced in Q1 2015: 6 funds opened new positions, 6 closed out, 30 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $14.8M. The largest seller was Raymond James & Associates, cutting an estimated $5.24M.

  • 68 institutional investors held Vanguard Mega Cap Value ETF (MGV) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $441M of Vanguard Mega Cap Value ETF stock for Q1 2015, up 4.9% quarter-over-quarter.
  • 6 funds opened new Vanguard Mega Cap Value ETF positions in Q1 2015 and 6 closed out, a net change of 0 holders.
  • The largest Vanguard Mega Cap Value ETF buyer in Q1 2015 was Bank of America, an estimated $14.8M added.
  • The largest Vanguard Mega Cap Value ETF seller in Q1 2015 was Raymond James & Associates, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2015.