Vanguard Morningstar Mega Cap Value ETF
177 hedge funds and large institutions have $2.05B invested in Vanguard Morningstar Mega Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 11 closing their positions.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
52% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 48
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
6% more capital invested
Capital invested by funds: $1.93B → $2.05B (+$119M)
3% more funds holding
Funds holding: 172 → 177 (+5)
1.09% less ownership
Funds ownership: 70.99% → 69.9% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$50.4M |
| 2 |
AssetMark Inc
Concord,
California
|
+$34.9M |
| 3 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
+$23.1M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$7.54M |
| 5 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$5.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$37.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.6M |
| 3 |
Morgan Stanley
New York
|
-$4.07M |
| 4 |
Jane Street
New York
|
-$3.4M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.34M |
MGV Hedge Fund Activity: Q3 2020 in Review
177 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q3 2020, worth a combined $2.05B — up 6.1% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new MGV positions and 11 closed out — a net gain of 9 holders — while 73 added to existing stakes and 48 trimmed.
The largest buyer was Bank of America, adding an estimated $50.4M. The largest seller was PNC Financial Services Group, cutting an estimated $37.1M.
- 177 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q3 2020, up from 172 in Q2 2020.
- Funds reported $2.05B of Vanguard Morningstar Mega Cap Value ETF stock for Q3 2020, up 6.1% quarter-over-quarter.
- 20 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q3 2020 and 11 closed out, a net change of +9 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q3 2020 was Bank of America, an estimated $50.4M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q3 2020 was PNC Financial Services Group, an estimated $37.1M sold.
Based on aggregated 13F filings for Q3 2020.