Vanguard Morningstar Mega Cap Value ETF
452 hedge funds and large institutions have $5.79B invested in Vanguard Morningstar Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 115 reducing their positions, and 30 closing their positions.
1,048% more call options, than puts
Call options by funds: $287K | Put options by funds: $25K
153% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 30
47% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 115
7% more funds holding
Funds holding: 421 → 452 (+31)
3% more funds holding in top 10
Funds holding in top 10: 34 → 35 (+1)
0.94% less ownership
Funds ownership: 71.4% → 70.46% (-0.94%)
4% less capital invested
Capital invested by funds: $6.05B → $5.79B (-$260M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$47.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$42.6M |
| 3 |
DWM
Dechtman Wealth Management
Centennial,
Colorado
|
+$21.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.8M |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$247M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$25.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19.5M |
| 4 |
EPP
ETF Portfolio Partners
Leawood,
Kansas
|
-$13M |
| 5 |
SG Americas Securities
New York
|
-$7.87M |
MGV Hedge Fund Activity: Q4 2024 in Review
452 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q4 2024, worth a combined $5.79B — down 4.3% from $6.05B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new MGV positions and 30 closed out — a net gain of 46 holders — while 169 added to existing stakes and 115 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $47.5M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $247M sold.
- 452 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q4 2024, up from 421 in Q3 2024.
- Funds reported $5.79B of Vanguard Morningstar Mega Cap Value ETF stock for Q4 2024, down 4.3% quarter-over-quarter.
- 76 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q4 2024 and 30 closed out, a net change of +46 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q4 2024 was AssetMark Inc, an estimated $47.5M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q4 2024 was Lincoln National Corp, an estimated $247M sold.
Based on aggregated 13F filings for Q4 2024.