Vanguard Morningstar Mega Cap Value ETF
207 hedge funds and large institutions have $2.42B invested in Vanguard Morningstar Mega Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 14 closing their positions.
243% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 14
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
19% more capital invested
Capital invested by funds: $2.05B → $2.42B (+$379M)
17% more funds holding
Funds holding: 177 → 207 (+30)
16% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 56
0.85% less ownership
Funds ownership: 69.9% → 69.05% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$50.8M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$21.2M |
| 3 |
SIA
Strategic Investment Advisors
Farmington Hills,
Michigan
|
+$7.5M |
| 4 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
+$5.67M |
| 5 |
Morgan Stanley
New York
|
+$5.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$25.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.16M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.31M |
| 4 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$6.33M |
| 5 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
-$6.28M |
MGV Hedge Fund Activity: Q4 2020 in Review
207 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q4 2020, worth a combined $2.42B — up 19% from $2.05B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new MGV positions and 14 closed out — a net gain of 34 holders — while 65 added to existing stakes and 56 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $50.8M. The largest seller was HighTower Advisors, exiting entirely with an estimated $25.1M sold.
- 207 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q4 2020, up from 177 in Q3 2020.
- Funds reported $2.42B of Vanguard Morningstar Mega Cap Value ETF stock for Q4 2020, up 19% quarter-over-quarter.
- 48 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q4 2020 and 14 closed out, a net change of +34 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q4 2020 was AssetMark Inc, an estimated $50.8M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q4 2020 was HighTower Advisors, an estimated $25.1M sold.
Based on aggregated 13F filings for Q4 2020.