Vanguard Morningstar Mega Cap Value ETF
382 hedge funds and large institutions have $5.28B invested in Vanguard Morningstar Mega Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 138 increasing their positions, 111 reducing their positions, and 28 closing their positions.
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
24% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 111
11% more capital invested
Capital invested by funds: $4.76B → $5.28B (+$515M)
4% more funds holding
Funds holding: 367 → 382 (+15)
3% more funds holding in top 10
Funds holding in top 10: 29 → 30 (+1)
1.18% less ownership
Funds ownership: 73.37% → 72.19% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$74.7M |
| 2 |
EPP
ETF Portfolio Partners
Leawood,
Kansas
|
+$24.2M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$20.1M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$16.7M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$71.9M |
| 2 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$16M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$11.6M |
| 4 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
-$6.83M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.04M |
MGV Hedge Fund Activity: Q1 2024 in Review
382 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q1 2024, worth a combined $5.28B — up 11% from $4.76B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new MGV positions and 28 closed out — a net gain of 20 holders — while 138 added to existing stakes and 111 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $74.7M. The largest seller was Osaic Holdings, cutting an estimated $71.9M.
- 382 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q1 2024, up from 367 in Q4 2023.
- Funds reported $5.28B of Vanguard Morningstar Mega Cap Value ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 48 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q1 2024 and 28 closed out, a net change of +20 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q1 2024 was AssetMark Inc, an estimated $74.7M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q1 2024 was Osaic Holdings, an estimated $71.9M sold.
Based on aggregated 13F filings for Q1 2024.