Vanguard Morningstar Mega Cap Value ETF
367 hedge funds and large institutions have $4.76B invested in Vanguard Morningstar Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 115 increasing their positions, 124 reducing their positions, and 19 closing their positions.
232% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 19
13% more capital invested
Capital invested by funds: $4.23B → $4.76B (+$529M)
12% more funds holding
Funds holding: 327 → 367 (+40)
12% more funds holding in top 10
Funds holding in top 10: 26 → 29 (+3)
1.06% more ownership
Funds ownership: 72.31% → 73.37% (+1.1%)
7% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$59.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.4M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$15.7M |
| 4 |
JP Morgan Chase
New York
|
+$9.18M |
| 5 |
SG Americas Securities
New York
|
+$9.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.4M |
| 3 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$9.57M |
| 4 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$7.56M |
| 5 |
Rockefeller Capital Management
New York
|
-$7.1M |
MGV Hedge Fund Activity: Q4 2023 in Review
367 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q4 2023, worth a combined $4.76B — up 13% from $4.23B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new MGV positions and 19 closed out — a net gain of 44 holders — while 115 added to existing stakes and 124 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $59.1M. The largest seller was Morgan Stanley, cutting an estimated $19.7M.
- 367 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q4 2023, up from 327 in Q3 2023.
- Funds reported $4.76B of Vanguard Morningstar Mega Cap Value ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 63 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q4 2023 and 19 closed out, a net change of +44 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q4 2023 was AssetMark Inc, an estimated $59.1M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q4 2023 was Morgan Stanley, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2023.