Vanguard Morningstar Mega Cap Value ETF
328 hedge funds and large institutions have $4.34B invested in Vanguard Morningstar Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 111 reducing their positions, and 29 closing their positions.
590% more call options, than puts
Call options by funds: $2.97M | Put options by funds: $430K
6% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 111
0.65% more ownership
Funds ownership: 71.44% → 72.09% (+0.65%)
0% less capital invested
Capital invested by funds: $4.34B → $4.34B (-$278K)
3% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 29
2% less funds holding
Funds holding: 333 → 328 (-5)
13% less funds holding in top 10
Funds holding in top 10: 32 → 28 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$38.7M |
| 2 |
SIA
Strategic Investment Advisors
Farmington Hills,
Michigan
|
+$24.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.1M |
| 4 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$10.8M |
| 5 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$8.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$25.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.9M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$9.46M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$6.79M |
MGV Hedge Fund Activity: Q2 2023 in Review
328 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q2 2023, worth a combined $4.34B — down 0.01% from $4.34B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of MGV and 28 opened new positions — a net loss of 1 holder — while 111 trimmed existing stakes and 118 added.
The largest buyer was AssetMark Inc, adding an estimated $38.7M. The largest seller was MFA Wealth Advisors, exiting entirely with an estimated $25.3M sold.
- 328 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q2 2023, down from 333 in Q1 2023.
- Funds reported $4.34B of Vanguard Morningstar Mega Cap Value ETF stock for Q2 2023, down 0.01% quarter-over-quarter.
- 28 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q2 2023 and 29 closed out, a net change of -1 holder.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q2 2023 was AssetMark Inc, an estimated $38.7M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q2 2023 was MFA Wealth Advisors, an estimated $25.3M sold.
Based on aggregated 13F filings for Q2 2023.