Vanguard Morningstar Mega Cap Value ETF
272 hedge funds and large institutions have $3.58B invested in Vanguard Morningstar Mega Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 69 reducing their positions, and 12 closing their positions.
358% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 12
49% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 69
16% more funds holding
Funds holding: 234 → 272 (+38)
15% more capital invested
Capital invested by funds: $3.12B → $3.58B (+$462M)
0.67% more ownership
Funds ownership: 71.01% → 71.68% (+0.67%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
43% less call options, than puts
Call options by funds: $2.87M | Put options by funds: $5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$68.8M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$26.4M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$14.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.9M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$22M |
| 2 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$15.6M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$7.36M |
| 4 |
SAMT
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
-$4.04M |
| 5 |
CF
Clarity Financial
Houston,
Texas
|
-$2.33M |
MGV Hedge Fund Activity: Q4 2021 in Review
272 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q4 2021, worth a combined $3.58B — up 15% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new MGV positions and 12 closed out — a net gain of 43 holders — while 103 added to existing stakes and 69 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $68.8M. The largest seller was Bouchey Financial Group, cutting an estimated $22M.
- 272 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q4 2021, up from 234 in Q3 2021.
- Funds reported $3.58B of Vanguard Morningstar Mega Cap Value ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 55 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q4 2021 and 12 closed out, a net change of +43 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q4 2021 was AssetMark Inc, an estimated $68.8M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q4 2021 was Bouchey Financial Group, an estimated $22M sold.
Based on aggregated 13F filings for Q4 2021.