Vanguard Morningstar Mega Cap Value ETF
148 hedge funds and large institutions have $1.75B invested in Vanguard Morningstar Mega Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 12 closing their positions.
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
19% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 43
3% more funds holding
Funds holding: 144 → 148 (+4)
0% more capital invested
Capital invested by funds: $1.75B → $1.75B (+$7.11M)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0.85% less ownership
Funds ownership: 70.2% → 69.34% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$21.4M |
| 2 |
AssetMark Inc
Concord,
California
|
+$18M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$6.03M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.34M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$35.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$34.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$18.4M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$2.21M |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$2.16M |
MGV Hedge Fund Activity: Q3 2019 in Review
148 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q3 2019, worth a combined $1.75B — up 0.41% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MGV positions and 12 closed out — a net gain of 4 holders — while 51 added to existing stakes and 43 trimmed.
The largest buyer was Wells Fargo, adding an estimated $21.4M. The largest seller was PNC Financial Services Group, cutting an estimated $35.2M.
- 148 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q3 2019, up from 144 in Q2 2019.
- Funds reported $1.75B of Vanguard Morningstar Mega Cap Value ETF stock for Q3 2019, up 0.41% quarter-over-quarter.
- 16 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q3 2019 and 12 closed out, a net change of +4 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q3 2019 was Wells Fargo, an estimated $21.4M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q3 2019 was PNC Financial Services Group, an estimated $35.2M sold.
Based on aggregated 13F filings for Q3 2019.