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Vanguard Mega Cap Growth ETF

190 hedge funds and large institutions have $1.58B invested in Vanguard Mega Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

21% more call options, than puts

Call options by funds: $323K | Put options by funds: $267K

20% more funds holding

Funds holding: 158190 (+32)

8% more capital invested

Capital invested by funds: $1.46B → $1.58B (+$121M)

2% more ownership

Funds ownership: 229.41%231.4% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 56

Holders
190
Holders Change
+32
Holders Change %
+20.25%
% of All Funds
4.31%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
41
Increased
51
Reduced
56
Closed
8
Calls
$323K
Puts
$267K
Net Calls
+$56K
Net Calls Change
-$855K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
SOL Capital Management
Maryland
$8.11M -$315K -14,485 -4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$7.33M -$198K -9,075 -3%
EPP
28
ETF Portfolio Partners
Kansas
$6.2M -$79.2K -3,635 -1%
LIM
29
Leavell Investment Management
Alabama
$5.91M -$497K -22,800 -8%
DWM
30
Darwin Wealth Management
Florida
$5.81M +$303K +13,900 +6%
JWM
31
Jackson Wealth Management
Florida
$5.36M -$728K -33,430 -13%
CWS
32
Cypress Wealth Services
California
$4.75M +$4.65M +213,360 New
ADL
33
Asset Dedication LLC
California
$4.72M +$4.62M +212,100 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$4.68M +$225K +10,310 +5%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$4.63M +$221K +10,150 +5%
W
36
WealthShield
North Carolina
$4.61M +$4.46M +204,725 New
WP
37
WealthShield Partners
North Carolina
$4.61M +$4.46M +204,725 New
Vanguard Group
38
Vanguard Group
Pennsylvania
$4.6M -$501K -23,010 -10%
DADC
39
D.A. Davidson & Co
Montana
$4.54M +$99.4K +4,565 +2%
US Bancorp
40
US Bancorp
Minnesota
$4.23M +$291K +13,385 +8%
TAIM
41
TD Ameritrade Investment Management
Nebraska
$4.02M -$64.1K -2,945 -2%
M&T Bank
42
M&T Bank
New York
$3.89M -$45.8K -2,105 -1%
SFS
43
Sowell Financial Services
Arkansas
$3.88M +$591K +27,150 +20%
CCA
44
Clearwater Capital Advisors
Illinois
$3.68M -$159K -7,300 -4%
IFS
45
Ifrah Financial Services
Arkansas
$3.43M -$184K -8,470 -5%
FAIM
46
Financial Advocates Investment Management
Washington
$3.16M +$3.09M +141,935 New
William Blair & Company
47
William Blair & Company
Illinois
$2.85M +$57.7K +2,650 +2%
CCA
48
Checchi Capital Advisers
California
$2.77M -$152K -6,980 -5%
ACI
49
Alpha Cubed Investments
California
$2.62M +$324K +14,875 +14%
AIA
50
Allegis Investment Advisors
Idaho
$2.58M -$17.5M -803,465 -87%

MGK Hedge Fund Activity: Q4 2017 in Review

190 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2017, worth a combined $1.58B — up 8.3% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MGK positions and 8 closed out — a net gain of 33 holders — while 51 added to existing stakes and 56 trimmed.

The largest buyer was LPL Financial, adding an estimated $11M. The largest seller was FundX Investment Group, exiting entirely with an estimated $25M sold.

  • 190 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2017, up from 158 in Q3 2017.
  • Funds reported $1.58B of Vanguard Mega Cap Growth ETF stock for Q4 2017, up 8.3% quarter-over-quarter.
  • 41 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2017 and 8 closed out, a net change of +33 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2017 was LPL Financial, an estimated $11M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2017 was FundX Investment Group, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2017.