Vanguard Morningstar Mega Cap Value ETF
304 hedge funds and large institutions have $3.55B invested in Vanguard Morningstar Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.
460% more call options, than puts
Call options by funds: $3.47M | Put options by funds: $620K
26% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 89
4% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 26
0% more funds holding
Funds holding: 303 → 304 (+1)
0% more funds holding in top 10
Funds holding in top 10: 29 → 29 (0)
1.21% less ownership
Funds ownership: 72.99% → 71.78% (-1.2%)
9% less capital invested
Capital invested by funds: $3.9B → $3.55B (-$349M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$89.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$14.3M |
| 3 |
AC
Avestar Capital
New York
|
+$14M |
| 4 |
Morgan Stanley
New York
|
+$11.2M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$273M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$28M |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
-$5.8M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$5.7M |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$5.26M |
MGV Hedge Fund Activity: Q3 2022 in Review
304 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q3 2022, worth a combined $3.55B — down 8.9% from $3.9B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MGV positions and 26 closed out — a net gain of 1 holder — while 112 added to existing stakes and 89 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $89.2M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $273M sold.
- 304 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q3 2022, up from 303 in Q2 2022.
- Funds reported $3.55B of Vanguard Morningstar Mega Cap Value ETF stock for Q3 2022, down 8.9% quarter-over-quarter.
- 27 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q3 2022 and 26 closed out, a net change of +1 holder.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q3 2022 was AssetMark Inc, an estimated $89.2M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q3 2022 was Exchange Traded Concepts, an estimated $273M sold.
Based on aggregated 13F filings for Q3 2022.