Vanguard Morningstar Mega Cap Value ETF
327 hedge funds and large institutions have $4.23B invested in Vanguard Morningstar Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 26 closing their positions.
19,060% more call options, than puts
Call options by funds: $1.92M | Put options by funds: $10K
28% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 100
12% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 26
0.22% more ownership
Funds ownership: 72.09% → 72.31% (+0.22%)
0% less funds holding
Funds holding: 328 → 327 (-1)
3% less capital invested
Capital invested by funds: $4.34B → $4.23B (-$112M)
7% less funds holding in top 10
Funds holding in top 10: 28 → 26 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$76.8M |
| 2 |
Morgan Stanley
New York
|
+$19.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$12M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.5M |
| 5 |
MIC
Means Investment Company
Bangor,
Maine
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$48.1M |
| 2 |
AssetMark Inc
Concord,
California
|
-$32.1M |
| 3 |
SIA
Strategic Investment Advisors
Farmington Hills,
Michigan
|
-$24.9M |
| 4 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$24.2M |
| 5 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$11M |
MGV Hedge Fund Activity: Q3 2023 in Review
327 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q3 2023, worth a combined $4.23B — down 2.6% from $4.34B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MGV positions and 26 closed out — a net gain of 3 holders — while 128 added to existing stakes and 100 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $76.8M. The largest seller was Bank of America, cutting an estimated $48.1M.
- 327 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q3 2023, down from 328 in Q2 2023.
- Funds reported $4.23B of Vanguard Morningstar Mega Cap Value ETF stock for Q3 2023, down 2.6% quarter-over-quarter.
- 29 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q3 2023 and 26 closed out, a net change of +3 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q3 2023 was Osaic Holdings, an estimated $76.8M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q3 2023 was Bank of America, an estimated $48.1M sold.
Based on aggregated 13F filings for Q3 2023.