Vanguard Morningstar Mega Cap Value ETF
229 hedge funds and large institutions have $3.09B invested in Vanguard Morningstar Mega Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 69 reducing their positions, and 20 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 69
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
8% more capital invested
Capital invested by funds: $2.87B → $3.09B (+$227M)
1% more funds holding
Funds holding: 227 → 229 (+2)
0.22% more ownership
Funds ownership: 70.17% → 70.39% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$61.7M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$32.6M |
| 3 |
AssetMark Inc
Concord,
California
|
+$23M |
| 4 |
Rockefeller Capital Management
New York
|
+$22.5M |
| 5 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$9.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$54.2M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$22.2M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$14.1M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$9.49M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$6.37M |
MGV Hedge Fund Activity: Q2 2021 in Review
229 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q2 2021, worth a combined $3.09B — up 7.9% from $2.87B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new MGV positions and 20 closed out — a net gain of 4 holders — while 88 added to existing stakes and 69 trimmed.
The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $61.7M. The largest seller was Bank of America, cutting an estimated $54.2M.
- 229 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q2 2021, up from 227 in Q1 2021.
- Funds reported $3.09B of Vanguard Morningstar Mega Cap Value ETF stock for Q2 2021, up 7.9% quarter-over-quarter.
- 24 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q2 2021 and 20 closed out, a net change of +4 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q2 2021 was Beacon Pointe Advisors, an estimated $61.7M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q2 2021 was Bank of America, an estimated $54.2M sold.
Based on aggregated 13F filings for Q2 2021.