Vanguard Morningstar Mega Cap Value ETF
120 hedge funds and large institutions have $1.06B invested in Vanguard Morningstar Mega Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 13 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 36
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0.47% more ownership
Funds ownership: 55.94% → 56.41% (+0.47%)
0% more funds holding
Funds holding: 120 → 120 (0)
2% less capital invested
Capital invested by funds: $1.08B → $1.06B (-$22M)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$24.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$8.91M |
| 3 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
+$2.51M |
| 4 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
+$2.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Alexandria Capital
Arlington,
Virginia
|
-$9.53M |
| 2 |
Morgan Stanley
New York
|
-$6.59M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$5.39M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.36M |
| 5 |
SG Americas Securities
New York
|
-$1.55M |
MGV Hedge Fund Activity: Q1 2018 in Review
120 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q1 2018, worth a combined $1.06B — down 2% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MGV positions and 13 closed out — a net gain of 1 holder — while 39 added to existing stakes and 36 trimmed.
The largest buyer was Lincoln National Corp, adding an estimated $24.5M. The largest seller was Alexandria Capital, exiting entirely with an estimated $9.53M sold.
- 120 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $1.06B of Vanguard Morningstar Mega Cap Value ETF stock for Q1 2018, down 2% quarter-over-quarter.
- 14 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q1 2018 and 13 closed out, a net change of +1 holder.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q1 2018 was Lincoln National Corp, an estimated $24.5M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q1 2018 was Alexandria Capital, an estimated $9.53M sold.
Based on aggregated 13F filings for Q1 2018.