Vanguard Morningstar Mega Cap Value ETF
139 hedge funds and large institutions have $1.61B invested in Vanguard Morningstar Mega Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 34 reducing their positions, and 14 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 34
14% more capital invested
Capital invested by funds: $1.4B → $1.61B (+$202M)
0.22% more ownership
Funds ownership: 69.32% → 69.54% (+0.22%)
3% less funds holding
Funds holding: 143 → 139 (-4)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$19.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.53M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.02M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.38M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.14M |
| 3 |
GA
Greytown Advisors
Miami,
Florida
|
-$1.86M |
| 4 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$1.46M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
MGV Hedge Fund Activity: Q1 2019 in Review
139 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q1 2019, worth a combined $1.61B — up 14% from $1.4B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of MGV and 12 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 63 added.
The largest buyer was AssetMark Inc, adding an estimated $19.5M. The largest seller was Lincoln National Corp, cutting an estimated $3.38M.
- 139 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q1 2019, down from 143 in Q4 2018.
- Funds reported $1.61B of Vanguard Morningstar Mega Cap Value ETF stock for Q1 2019, up 14% quarter-over-quarter.
- 12 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q1 2019 and 14 closed out, a net change of -2 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q1 2019 was AssetMark Inc, an estimated $19.5M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q1 2019 was Lincoln National Corp, an estimated $3.38M sold.
Based on aggregated 13F filings for Q1 2019.