Vanguard Morningstar Mega Cap Value ETF
340 hedge funds and large institutions have $4.3B invested in Vanguard Morningstar Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 89 reducing their positions, and 17 closing their positions.
247% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 17
51% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 89
21% more capital invested
Capital invested by funds: $3.55B → $4.3B (+$748M)
21% more funds holding in top 10
Funds holding in top 10: 29 → 35 (+6)
12% more funds holding
Funds holding: 304 → 340 (+36)
0.36% more ownership
Funds ownership: 71.78% → 72.14% (+0.36%)
88% less call options, than puts
Call options by funds: $1.2M | Put options by funds: $9.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$48.4M |
| 2 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
+$31M |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$28M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$23.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$13.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$13.1M |
| 3 |
AC
Avestar Capital
New York
|
-$12.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.2M |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$10.6M |
MGV Hedge Fund Activity: Q4 2022 in Review
340 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q4 2022, worth a combined $4.3B — up 21% from $3.55B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new MGV positions and 17 closed out — a net gain of 42 holders — while 134 added to existing stakes and 89 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $48.4M. The largest seller was PNC Financial Services Group, cutting an estimated $13.6M.
- 340 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q4 2022, up from 304 in Q3 2022.
- Funds reported $4.3B of Vanguard Morningstar Mega Cap Value ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 59 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q4 2022 and 17 closed out, a net change of +42 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q4 2022 was AssetMark Inc, an estimated $48.4M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q4 2022 was PNC Financial Services Group, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2022.