Vanguard Morningstar Mega Cap Value ETF
172 hedge funds and large institutions have $1.93B invested in Vanguard Morningstar Mega Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 21 closing their positions.
25,900% more call options, than puts
Call options by funds: $520K | Put options by funds: $2K
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
20% more capital invested
Capital invested by funds: $1.6B → $1.93B (+$326M)
19% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 52
4% more funds holding
Funds holding: 166 → 172 (+6)
0.71% more ownership
Funds ownership: 70.28% → 70.99% (+0.71%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$52.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$29.2M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$12.7M |
| 4 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$8.51M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$8.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.69M |
| 2 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
-$3.71M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.74M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$1.48M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.44M |
MGV Hedge Fund Activity: Q2 2020 in Review
172 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q2 2020, worth a combined $1.93B — up 20% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MGV positions and 21 closed out — a net gain of 6 holders — while 62 added to existing stakes and 52 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $52.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.69M.
- 172 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q2 2020, up from 166 in Q1 2020.
- Funds reported $1.93B of Vanguard Morningstar Mega Cap Value ETF stock for Q2 2020, up 20% quarter-over-quarter.
- 27 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q2 2020 and 21 closed out, a net change of +6 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q2 2020 was AssetMark Inc, an estimated $52.1M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q2 2020 was Commonwealth Equity Services, an estimated $4.69M sold.
Based on aggregated 13F filings for Q2 2020.