Vanguard Morningstar Mega Cap Value ETF
294 hedge funds and large institutions have $3.91B invested in Vanguard Morningstar Mega Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 21 closing their positions.
446,600% more call options, than puts
Call options by funds: $4.47M | Put options by funds: $1K
138% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 21
129% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 55
44% more funds holding in top 10
Funds holding in top 10: 16 → 23 (+7)
9% more capital invested
Capital invested by funds: $3.58B → $3.91B (+$323M)
8% more funds holding
Funds holding: 272 → 294 (+22)
1.02% more ownership
Funds ownership: 71.68% → 72.7% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$72.3M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$31.8M |
| 3 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$27.8M |
| 4 |
NRA
NSI Retail Advisors
Warrendale,
Pennsylvania
|
+$27.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$26.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$25.1M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$13.3M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$11.3M |
| 4 |
SAMT
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
-$6.46M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.88M |
MGV Hedge Fund Activity: Q1 2022 in Review
294 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q1 2022, worth a combined $3.91B — up 9% from $3.58B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new MGV positions and 21 closed out — a net gain of 29 holders — while 126 added to existing stakes and 55 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $72.3M. The largest seller was Raymond James & Associates, cutting an estimated $25.1M.
- 294 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q1 2022, up from 272 in Q4 2021.
- Funds reported $3.91B of Vanguard Morningstar Mega Cap Value ETF stock for Q1 2022, up 9% quarter-over-quarter.
- 50 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q1 2022 and 21 closed out, a net change of +29 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q1 2022 was AssetMark Inc, an estimated $72.3M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q1 2022 was Raymond James & Associates, an estimated $25.1M sold.
Based on aggregated 13F filings for Q1 2022.