Vanguard Morningstar Mega Cap Value ETF
178 hedge funds and large institutions have $1.95B invested in Vanguard Morningstar Mega Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.
429% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 7
76% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 37
20% more funds holding
Funds holding: 148 → 178 (+30)
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
11% more capital invested
Capital invested by funds: $1.75B → $1.95B (+$196M)
0.48% more ownership
Funds ownership: 69.34% → 69.82% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$41M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.07M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.91M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.35M |
| 5 |
DC
Derby & Company
Newton,
Massachusetts
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$18.7M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$7.52M |
| 3 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
-$7.03M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$3.61M |
| 5 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
-$2.27M |
MGV Hedge Fund Activity: Q4 2019 in Review
178 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q4 2019, worth a combined $1.95B — up 11% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new MGV positions and 7 closed out — a net gain of 30 holders — while 65 added to existing stakes and 37 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $41M. The largest seller was Wells Fargo, cutting an estimated $18.7M.
- 178 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q4 2019, up from 148 in Q3 2019.
- Funds reported $1.95B of Vanguard Morningstar Mega Cap Value ETF stock for Q4 2019, up 11% quarter-over-quarter.
- 37 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q4 2019 and 7 closed out, a net change of +30 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q4 2019 was AssetMark Inc, an estimated $41M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q4 2019 was Wells Fargo, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2019.