Vanguard Morningstar Mega Cap Value ETF
333 hedge funds and large institutions have $4.34B invested in Vanguard Morningstar Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 114 reducing their positions, and 28 closing their positions.
1,232% more call options, than puts
Call options by funds: $3.38M | Put options by funds: $254K
15% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 114
1% more capital invested
Capital invested by funds: $4.3B → $4.34B (+$43.4M)
0.7% less ownership
Funds ownership: 72.14% → 71.44% (-0.7%)
2% less funds holding
Funds holding: 340 → 333 (-7)
9% less funds holding in top 10
Funds holding in top 10: 35 → 32 (-3)
11% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$19M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$13.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.4M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$8.4M |
| 5 |
PIA
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
+$7.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$43.1M |
| 2 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$16.2M |
| 3 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$13.7M |
| 4 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$9.2M |
| 5 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
-$8.98M |
MGV Hedge Fund Activity: Q1 2023 in Review
333 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q1 2023, worth a combined $4.34B — up 1% from $4.3B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of MGV and 25 opened new positions — a net loss of 3 holders — while 114 trimmed existing stakes and 131 added.
The largest buyer was AssetMark Inc, adding an estimated $19M. The largest seller was Bank of America, cutting an estimated $43.1M.
- 333 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q1 2023, down from 340 in Q4 2022.
- Funds reported $4.34B of Vanguard Morningstar Mega Cap Value ETF stock for Q1 2023, up 1% quarter-over-quarter.
- 25 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q1 2023 and 28 closed out, a net change of -3 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q1 2023 was AssetMark Inc, an estimated $19M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q1 2023 was Bank of America, an estimated $43.1M sold.
Based on aggregated 13F filings for Q1 2023.