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Vanguard Mega Cap Growth ETF

542 hedge funds and large institutions have $7.14B invested in Vanguard Mega Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 173 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 35

41% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 123

23% more funds holding in top 10

Funds holding in top 10: 4353 (+10)

23% more capital invested

Capital invested by funds: $5.79B → $7.14B (+$1.35B)

20% more funds holding

Funds holding: 450542 (+92)

9.99% more ownership

Funds ownership: 238.59%248.58% (+10%)

17% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $14.5M

Holders
542
Holders Change
+92
Holders Change %
+20.44%
% of All Funds
8.34%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.82%
New
132
Increased
173
Reduced
123
Closed
35
Calls
$12.1M
Puts
$14.5M
Net Calls
-$2.42M
Net Calls Change
-$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
PFS Investments
Georgia
$33.8M +$32.8M +647,160 New
BCA
27
Biltmore Capital Advisors
New Jersey
$33M +$2.2M +43,355 +7%
Stifel Financial
28
Stifel Financial
Missouri
$32M -$612K -12,090 -2%
BDF
29
Black Diamond Financial
Maryland
$31.9M +$6.46M +127,520 +26%
PS
30
Portfolio Strategies
New York
$30M -$122K -2,415 -0.4%
AWM
31
Avior Wealth Management
Nebraska
$29.7M -$2.96M -58,360 -9%
SAS
32
Sage Advisory Services
Texas
$29.7M +$28.9M +569,780 New
BWP
33
Bernardo Wealth Planning
Pennsylvania
$29.6M +$568K +11,220 +2%
ETC
34
Exchange Traded Concepts
Oklahoma
$29M +$28.2M +556,565 New
PCFFS
35
Pacific Center for Financial Services
California
$28.6M +$42.5K +840 +0.2%
FA
36
FC Advisory
Pennsylvania
$28.5M -$755K -14,915 -3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$27.5M +$1.67M +33,015 +7%
EFG
38
Erickson Financial Group
Pennsylvania
$27.5M +$26.7M +526,760 New
BIA
39
BHK Investment Advisors
Alabama
$27.2M -$1.35M -26,580 -5%
LIM
40
Leavell Investment Management
Alabama
$26.4M +$2.26M +44,645 +10%
RFM
41
Royal Fund Management
Florida
$26.2M +$922K +18,205 +4%
LS
42
Leelyn Smith
Illinois
$25.9M +$260K +5,130 +1%
HI
43
Harbour Investments
Wisconsin
$24.5M -$7.29M -143,920 -23%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$23.2M +$60.3K +1,190 +0.3%
Creative Planning
45
Creative Planning
Kansas
$22.4M -$608K -12,005 -3%
GA
46
Greytown Advisors
Florida
$21.1M -$485K -9,580 -2%
ZC
47
Zeit Capital
Colorado
$20.1M -$153K -3,025 -0.8%
Truist Financial
48
Truist Financial
North Carolina
$19.5M +$10.3M +204,165 +120%
Goldman Sachs
49
Goldman Sachs
New York
$18.9M -$5.7M -112,500 -24%
CF
50
Copperwynd Financial
Arizona
$18.8M +$387K +7,635 +2%