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Vanguard Mega Cap Growth ETF

356 hedge funds and large institutions have $4.63B invested in Vanguard Mega Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 111 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $4.13B → $4.63B (+$502M)

11% more funds holding

Funds holding: 322356 (+34)

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

10% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 123

20.83% less ownership

Funds ownership: 264.64%243.82% (-21%)

61% less call options, than puts

Call options by funds: $5.74M | Put options by funds: $14.7M

Holders
356
Holders Change
+34
Holders Change %
+10.56%
% of All Funds
7.18%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.77%
New
62
Increased
111
Reduced
123
Closed
25
Calls
$5.74M
Puts
$14.7M
Net Calls
-$8.93M
Net Calls Change
-$9.81M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
226
Matthew Goff Investment Advisor
Texas
$418K
PIP
227
Peachtree Investment Partners
Florida
$412K +$60K +1,665 +18%
Fisher Asset Management
228
Fisher Asset Management
Washington
$410K +$399K +11,065 New
CA
229
Calton & Associates
Florida
$407K
WP
230
WealthSource Partners
California
$404K -$142K -3,940 -27%
PFA
231
Paradigm Financial Advisors
Missouri
$404K +$540 +15 +0.1%
NEWAS
232
N.E.W. Advisory Services
Wisconsin
$395K +$383K +10,635 New
AIM
233
Anchor Investment Management
South Carolina
$385K +$374K +10,390 New
SWP
234
Summit Wealth Partners
Florida
$382K +$90.8K +2,520 +32%
Vanguard Group
235
Vanguard Group
Pennsylvania
$377K +$367K +10,180 New
WCM
236
Windham Capital Management
Massachusetts
$371K
MWPCG
237
Measured Wealth Private Client Group
New Hampshire
$359K -$34.4K -955 -9%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$353K -$103K -2,850 -23%
PA
239
PFG Advisors
Arizona
$352K +$338K +9,385 New
SB
240
Simmons Bank
Arkansas
$344K
MMA
241
Miracle Mile Advisors
California
$334K -$126K -3,500 -28%
CS
242
Comerica Securities
Michigan
$330K -$33K -915 -9%
GM
243
GeoWealth Management
Illinois
$322K +$312K +8,645 New
NHC
244
Nicholas Hoffman & Company
Georgia
$319K
B
245
Bailard
California
$315K
CPO
246
Cerity Partners OCIO
New York
$314K
NFG
247
Nations Financial Group
Iowa
$308K +$299K +8,295 New
UF
248
Univest Financial
Pennsylvania
$307K
BIM
249
Bridges Investment Management
Nebraska
$304K
PWM
250
Provident Wealth Management
Tennessee
$300K +$291K +8,085 New