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Vanguard Mega Cap Growth ETF

264 hedge funds and large institutions have $2.73B invested in Vanguard Mega Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 94 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

45% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 65

35% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $1.24M

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

15% more funds holding

Funds holding: 229264 (+35)

15% more capital invested

Capital invested by funds: $2.37B → $2.73B (+$362M)

0.17% more ownership

Funds ownership: 265.39%265.56% (+0.17%)

Holders
264
Holders Change
+35
Holders Change %
+15.28%
% of All Funds
5.2%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.59%
New
50
Increased
94
Reduced
65
Closed
15
Calls
$1.68M
Puts
$1.24M
Net Calls
+$434K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
26
BHK Investment Advisors
Alabama
$14.3M +$1.96M +70,955 +17%
DWM
27
Darwin Wealth Management
Florida
$14.2M +$888K +32,135 +7%
BEC
28
Blue Edge Capital
Virginia
$12.9M +$12.3M +444,355 New
GA
29
Greytown Advisors
Florida
$12.6M -$975K -35,310 -8%
LIM
30
Leavell Investment Management
Alabama
$12.3M +$260K +9,420 +2%
RFM
31
Royal Fund Management
Florida
$11.9M +$520K +18,840 +5%
MIC
32
Means Investment Company
Maine
$11.6M +$140K +5,070 +1%
SIM
33
Stratos Investment Management
Ohio
$11.5M +$2.48M +89,850 +29%
TCBWMS
34
Texas Capital Bank Wealth Management Services
Texas
$10.9M +$10.3M +373,725 New
ECM
35
ETrade Capital Management
Virginia
$10.7M +$457K +16,550 +5%
JWM
36
Jackson Wealth Management
Florida
$10.4M +$157K +5,680 +2%
CF
37
Copperwynd Financial
Arizona
$10.3M -$127K -4,615 -1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$9.47M +$3.55M +128,640 +65%
AWM
39
AE Wealth Management
Kansas
$9.41M +$3.3M +119,545 +59%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$8.88M +$8.05M +291,325 +2,249%
SCM
41
SOL Capital Management
Maryland
$8.76M -$300K -10,850 -3%
EPP
42
ETF Portfolio Partners
Kansas
$8.35M +$40.7K +1,475 +0.5%
M&T Bank
43
M&T Bank
New York
$8.16M +$5.9M +213,490 +139%
FWM
44
Focused Wealth Management
New York
$7.89M +$2.15M +77,675 +40%
FAAS
45
First Allied Advisory Services
California
$6.97M +$5.61M +203,125 +560%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$6.89M +$1.48M +53,525 +29%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$6.86M +$839K +30,370 +15%
Goldman Sachs
48
Goldman Sachs
New York
$6.83M -$514K -18,600 -7%
CWS
49
Cypress Wealth Services
California
$6.54M -$93.2K -3,375 -1%
US Bancorp
50
US Bancorp
Minnesota
$6.48M +$131K +4,735 +2%

MGK Hedge Fund Activity: Q4 2019 in Review

264 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2019, worth a combined $2.73B — up 15% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MGK positions and 15 closed out — a net gain of 35 holders — while 94 added to existing stakes and 65 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $41.2M. The largest seller was Deutsche Bank, exiting entirely with an estimated $39.8M sold.

  • 264 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2019, up from 229 in Q3 2019.
  • Funds reported $2.73B of Vanguard Mega Cap Growth ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 50 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2019 and 15 closed out, a net change of +35 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2019 was AssetMark Inc, an estimated $41.2M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2019.