Vanguard Morningstar Mega Cap Value ETF
234 hedge funds and large institutions have $3.12B invested in Vanguard Morningstar Mega Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
34% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 62
2% more funds holding
Funds holding: 229 → 234 (+5)
1% more capital invested
Capital invested by funds: $3.09B → $3.12B (+$30.1M)
0.61% more ownership
Funds ownership: 70.39% → 71.01% (+0.61%)
14% less funds holding in top 10
Funds holding in top 10: 21 → 18 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$66.5M |
| 2 |
Rockefeller Capital Management
New York
|
+$21.7M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.17M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$8.05M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$6.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$21.1M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$8.16M |
| 3 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$7.5M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.78M |
| 5 |
CA
Capital Advantage
Walnut Creek,
California
|
-$4.88M |
MGV Hedge Fund Activity: Q3 2021 in Review
234 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q3 2021, worth a combined $3.12B — up 0.97% from $3.09B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new MGV positions and 14 closed out — a net gain of 11 holders — while 83 added to existing stakes and 62 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $66.5M. The largest seller was Sequoia Financial Advisors, cutting an estimated $21.1M.
- 234 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q3 2021, up from 229 in Q2 2021.
- Funds reported $3.12B of Vanguard Morningstar Mega Cap Value ETF stock for Q3 2021, up 0.97% quarter-over-quarter.
- 25 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q3 2021 and 14 closed out, a net change of +11 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q3 2021 was AssetMark Inc, an estimated $66.5M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q3 2021 was Sequoia Financial Advisors, an estimated $21.1M sold.
Based on aggregated 13F filings for Q3 2021.