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Vanguard Mega Cap Growth ETF

145 hedge funds and large institutions have $1.25B invested in Vanguard Mega Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $1.1B → $1.25B (+$156M)

5% more funds holding

Funds holding: 138145 (+7)

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.29% less ownership

Funds ownership: 236.73%236.45% (-0.29%)

23% less call options, than puts

Call options by funds: $399K | Put options by funds: $517K

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
3.61%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
20
Increased
46
Reduced
42
Closed
12
Calls
$399K
Puts
$517K
Net Calls
-$118K
Net Calls Change
+$204K
Name Holding Trade Value Shares
Change
Change in
Stake
AL
51
Aspiriant LLC
California
$1.34M +$436K +23,500 +51%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.33M -$1.21M -65,265 -48%
Northern Trust
53
Northern Trust
Illinois
$1.29M +$731K +39,365 +139%
NCMW
54
Northern Capital Management (Wisconsin)
Wisconsin
$1.17M +$92.5K +4,985 +9%
SIAS
55
Shine Investment Advisory Services
Colorado
$1.1M +$16.2K +875 +2%
IA
56
IFP Advisors
Florida
$1.05M +$125K +6,725 +14%
AG
57
Advisor Group
Arizona
$1.01M +$479K +25,815 +96%
JP Morgan Chase
58
JP Morgan Chase
New York
$977K +$304K +16,350 +47%
BP
59
Ballentine Partners
Massachusetts
$900K
VWM
60
Venturi Wealth Management
Texas
$776K +$190K +10,250 +34%
HCM
61
Hollencrest Capital Management
California
$774K
SI
62
SII Investments
Wisconsin
$732K -$198K -10,655 -22%
SFS
63
Sowell Financial Services
Arkansas
$712K +$661K +35,595 New
US Bancorp
64
US Bancorp
Minnesota
$711K
PL
65
Plancorp LLC
Missouri
$683K
GC
66
Grimes & Company
Massachusetts
$651K -$40.3K -2,170 -6%
RC
67
Roundview Capital
New Jersey
$641K
Vanguard Group
68
Vanguard Group
Pennsylvania
$630K +$393K +21,175 +180%
NEIRG
69
New England Investment & Retirement Group
Massachusetts
$627K +$13.6K +730 +2%
PB
70
Pinnacle Bancorp
Nebraska
$622K +$603K +32,485 New
Bessemer Group
71
Bessemer Group
New Jersey
$613K
FIM
72
Fernwood Investment Management
Massachusetts
$609K -$8.82K -475 -1%
HIC
73
Hartline Investment Corp
Illinois
$595K
BPC
74
Banque Pictet & Cie
Switzerland
$574K -$464K -25,000 -45%
CA
75
Cetera Advisors
Colorado
$569K +$124K +6,665 +29%

MGK Hedge Fund Activity: Q1 2017 in Review

145 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2017, worth a combined $1.25B — up 14% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MGK positions and 12 closed out — a net gain of 8 holders — while 46 added to existing stakes and 42 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $21.3M. The largest seller was RFG Advisory, cutting an estimated $6.34M.

  • 145 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2017, up from 138 in Q4 2016.
  • Funds reported $1.25B of Vanguard Mega Cap Growth ETF stock for Q1 2017, up 14% quarter-over-quarter.
  • 20 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2017 and 12 closed out, a net change of +8 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2017 was PNC Financial Services Group, an estimated $21.3M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2017 was RFG Advisory, an estimated $6.34M sold.

Based on aggregated 13F filings for Q1 2017.