Vanguard Morningstar Mega Cap Value ETF
166 hedge funds and large institutions have $1.6B invested in Vanguard Morningstar Mega Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 30 closing their positions.
0.46% more ownership
Funds ownership: 69.82% → 70.28% (+0.46%)
5% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 58
7% less funds holding
Funds holding: 178 → 166 (-12)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
18% less capital invested
Capital invested by funds: $1.95B → $1.6B (-$348M)
33% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$107M |
| 2 |
AssetMark Inc
Concord,
California
|
+$51M |
| 3 |
Morgan Stanley
New York
|
+$9.75M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$9.54M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$14.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.13M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$8.61M |
| 4 |
PD
Planning Directions
Glen Mills,
Pennsylvania
|
-$5.65M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4M |
MGV Hedge Fund Activity: Q1 2020 in Review
166 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q1 2020, worth a combined $1.6B — down 18% from $1.95B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of MGV and 20 opened new positions — a net loss of 10 holders — while 58 trimmed existing stakes and 55 added.
The largest buyer was Bank of America, adding an estimated $107M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $14.8M.
- 166 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q1 2020, down from 178 in Q4 2019.
- Funds reported $1.6B of Vanguard Morningstar Mega Cap Value ETF stock for Q1 2020, down 18% quarter-over-quarter.
- 20 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q1 2020 and 30 closed out, a net change of -10 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q1 2020 was Bank of America, an estimated $107M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $14.8M sold.
Based on aggregated 13F filings for Q1 2020.