Vanguard Morningstar Mega Cap Value ETF
303 hedge funds and large institutions have $3.9B invested in Vanguard Morningstar Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 95 reducing their positions, and 31 closing their positions.
750% more call options, than puts
Call options by funds: $3.95M | Put options by funds: $465K
32% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 31
26% more funds holding in top 10
Funds holding in top 10: 23 → 29 (+6)
19% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 95
3% more funds holding
Funds holding: 294 → 303 (+9)
0.3% more ownership
Funds ownership: 72.7% → 72.99% (+0.3%)
0% less capital invested
Capital invested by funds: $3.91B → $3.9B (-$6.07M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$290M |
| 2 |
AssetMark Inc
Concord,
California
|
+$33.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$23.7M |
| 4 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
+$22.7M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
-$28.2M |
| 2 |
NRA
NSI Retail Advisors
Warrendale,
Pennsylvania
|
-$28.2M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$14.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.4M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$11M |
MGV Hedge Fund Activity: Q2 2022 in Review
303 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q2 2022, worth a combined $3.9B — down 0.16% from $3.91B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new MGV positions and 31 closed out — a net gain of 10 holders — while 113 added to existing stakes and 95 trimmed.
The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $290M. The largest seller was CSM Advisors, exiting entirely with an estimated $28.2M sold.
- 303 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q2 2022, up from 294 in Q1 2022.
- Funds reported $3.9B of Vanguard Morningstar Mega Cap Value ETF stock for Q2 2022, down 0.16% quarter-over-quarter.
- 41 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q2 2022 and 31 closed out, a net change of +10 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q2 2022 was Exchange Traded Concepts, an estimated $290M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q2 2022 was CSM Advisors, an estimated $28.2M sold.
Based on aggregated 13F filings for Q2 2022.