Vanguard Morningstar Mega Cap Value ETF
386 hedge funds and large institutions have $5.36B invested in Vanguard Morningstar Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 139 increasing their positions, 117 reducing their positions, and 19 closing their positions.
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
19% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 117
3% more funds holding in top 10
Funds holding in top 10: 30 → 31 (+1)
1% more funds holding
Funds holding: 382 → 386 (+4)
2% more capital invested
Capital invested by funds: $5.28B → $5.36B (+$87.1M)
0.34% less ownership
Funds ownership: 72.19% → 71.84% (-0.34%)
49% less call options, than puts
Call options by funds: $24K | Put options by funds: $47K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$66.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$41M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.6M |
| 4 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
+$10.5M |
| 5 |
Morgan Stanley
New York
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.6M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$15.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.9M |
| 5 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$8.18M |
MGV Hedge Fund Activity: Q2 2024 in Review
386 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q2 2024, worth a combined $5.36B — up 1.7% from $5.28B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MGV positions and 19 closed out — a net gain of 8 holders — while 139 added to existing stakes and 117 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $66.2M. The largest seller was Bank of America, cutting an estimated $17.2M.
- 386 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q2 2024, up from 382 in Q1 2024.
- Funds reported $5.36B of Vanguard Morningstar Mega Cap Value ETF stock for Q2 2024, up 1.7% quarter-over-quarter.
- 27 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q2 2024 and 19 closed out, a net change of +8 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q2 2024 was AssetMark Inc, an estimated $66.2M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q2 2024 was Bank of America, an estimated $17.2M sold.
Based on aggregated 13F filings for Q2 2024.