Vanguard Morningstar Mega Cap Value ETF
135 hedge funds and large institutions have $1.29B invested in Vanguard Morningstar Mega Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
47% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 36
15% more capital invested
Capital invested by funds: $1.12B → $1.29B (+$166M)
8% more funds holding
Funds holding: 125 → 135 (+10)
0.4% more ownership
Funds ownership: 57.72% → 58.11% (+0.4%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12M |
| 2 |
AssetMark Inc
Concord,
California
|
+$10.3M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.82M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.23M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.65M |
| 2 |
GA
Greytown Advisors
Miami,
Florida
|
-$7.98M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.07M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$726K |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$485K |
MGV Hedge Fund Activity: Q3 2018 in Review
135 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q3 2018, worth a combined $1.29B — up 15% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MGV positions and 8 closed out — a net gain of 11 holders — while 53 added to existing stakes and 36 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12M. The largest seller was UBS Group, cutting an estimated $9.65M.
- 135 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q3 2018, up from 125 in Q2 2018.
- Funds reported $1.29B of Vanguard Morningstar Mega Cap Value ETF stock for Q3 2018, up 15% quarter-over-quarter.
- 19 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q3 2018 and 8 closed out, a net change of +11 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q3 2018 was Morgan Stanley, an estimated $12M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q3 2018 was UBS Group, an estimated $9.65M sold.
Based on aggregated 13F filings for Q3 2018.