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Vanguard Morningstar Mega Cap Growth ETF

232 hedge funds and large institutions have $2.2B invested in Vanguard Morningstar Mega Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $385K

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

18% more capital invested

Capital invested by funds: $1.86B → $2.2B (+$333M)

8% more funds holding

Funds holding: 215232 (+17)

3.53% more ownership

Funds ownership: 265.19%268.72% (+3.5%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

Holders
232
Holders Change
+17
Holders Change %
+7.91%
% of All Funds
5.02%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.48%
New
32
Increased
67
Reduced
69
Closed
14
Calls
$1.32M
Puts
$385K
Net Calls
+$933K
Net Calls Change
+$109K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Darwin Wealth Management
Florida
$9.31M +$819K +34,880 +10%
ECM
27
ETrade Capital Management
Virginia
$8.94M -$45.8K -1,950 -0.5%
Stifel Financial
28
Stifel Financial
Missouri
$8.48M +$7.36M +313,070 +1,114%
LIM
29
Leavell Investment Management
Alabama
$8.32M +$448K +19,050 +6%
CF
30
Copperwynd Financial
Arizona
$8.31M -$22.2K -945 -0.3%
SCM
31
SOL Capital Management
Maryland
$8.04M +$286K +12,175 +4%
RFM
32
Royal Fund Management
Florida
$7.68M +$1.27M +54,135 +21%
FWM
33
Focused Wealth Management
New York
$7.33M -$830K -35,330 -11%
EPP
34
ETF Portfolio Partners
Kansas
$7.17M -$43K -1,830 -0.6%
BWP
35
Bernardo Wealth Planning
Pennsylvania
$6.25M -$9.35M -398,020 -61%
BWA
36
BDO Wealth Advisors
Florida
$6.25M +$12.2K +520 +0.2%
FAIM
37
Financial Advocates Investment Management
Washington
$6.14M -$41.7K -1,775 -0.7%
CWS
38
Cypress Wealth Services
California
$5.61M +$80.7K +3,435 +2%
Jane Street
39
Jane Street
New York
$5.18M +$4.89M +208,160 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$5.17M -$12M -510,645 -71%
Vanguard Group
41
Vanguard Group
Pennsylvania
$5.04M +$52.6K +2,240 +1%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$4.91M +$3.52K +150 +0.1%
WP
43
WealthShield Partners
North Carolina
$4.8M
US Bancorp
44
US Bancorp
Minnesota
$4.75M +$477K +20,305 +12%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$4.36M -$175K -7,435 -4%
SS
46
Simplicity Solutions
Minnesota
$4.36M +$111K +4,740 +3%
DADC
47
D.A. Davidson & Co
Montana
$4.35M -$72.5K -3,085 -2%
FIMS
48
FBL Investment Management Services
Iowa
$4.16M +$4.18M +177,750 New
AWM
49
AE Wealth Management
Kansas
$4.12M +$313K +13,310 +9%
AG
50
Advisor Group
Arizona
$4.03M +$476K +20,260 +14%

MGK Hedge Fund Activity: Q1 2019 in Review

232 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q1 2019, worth a combined $2.2B — up 18% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MGK positions and 14 closed out — a net gain of 18 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $27.8M. The largest seller was UBS Group, cutting an estimated $19M.

  • 232 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q1 2019, up from 215 in Q4 2018.
  • Funds reported $2.2B of Vanguard Morningstar Mega Cap Growth ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 32 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q1 2019 and 14 closed out, a net change of +18 holders.
  • The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q1 2019 was AssetMark Inc, an estimated $27.8M added.
  • The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q1 2019 was UBS Group, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2019.