Vanguard Morningstar Mega Cap Value ETF
144 hedge funds and large institutions have $1.75B invested in Vanguard Morningstar Mega Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
29% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 41
9% more capital invested
Capital invested by funds: $1.61B → $1.75B (+$139M)
4% more funds holding
Funds holding: 139 → 144 (+5)
0.66% more ownership
Funds ownership: 69.54% → 70.2% (+0.66%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$31.4M |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$21.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12M |
| 4 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$10.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$3.31M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.27M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.76M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$2.3M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.22M |
MGV Hedge Fund Activity: Q2 2019 in Review
144 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q2 2019, worth a combined $1.75B — up 8.7% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MGV positions and 8 closed out — a net gain of 8 holders — while 53 added to existing stakes and 41 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $31.4M. The largest seller was Financial Advocates Investment Management, cutting an estimated $3.31M.
- 144 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q2 2019, up from 139 in Q1 2019.
- Funds reported $1.75B of Vanguard Morningstar Mega Cap Value ETF stock for Q2 2019, up 8.7% quarter-over-quarter.
- 16 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q2 2019 and 8 closed out, a net change of +8 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q2 2019 was AssetMark Inc, an estimated $31.4M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q2 2019 was Financial Advocates Investment Management, an estimated $3.31M sold.
Based on aggregated 13F filings for Q2 2019.