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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
BFAG
51
Blackston Financial Advisory Group
Florida
$18.5M +$18M +354,675 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$18.2M +$153K +3,020 +0.9%
SIA
53
Strategic Investment Advisors
Michigan
$18.2M +$83.3K +1,645 +0.5%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$18.1M +$1.57M +30,965 +10%
MML Investors Services
55
MML Investors Services
Massachusetts
$16.6M +$1.28M +25,265 +9%
CM
56
Churchill Management
California
$15M -$1.62M -31,930 -10%
SHJ
57
Sharkey, Howes & Javer
Colorado
$14.9M +$75.5K +1,490 +0.5%
SIM
58
Stratos Investment Management
Ohio
$14.7M +$172K +3,395 +1%
EPP
59
ETF Portfolio Partners
Kansas
$14.7M +$85.6K +1,690 +0.6%
HWM
60
HB Wealth Management
Georgia
$14M +$13.6M +267,675 New
TCBWMS
61
Texas Capital Bank Wealth Management Services
Texas
$13.7M -$301K -5,950 -2%
HCM
62
Hengehold Capital Management
Ohio
$13.1M -$185K -3,660 -1%
BEC
63
Blue Edge Capital
Virginia
$13.1M -$62K -1,225 -0.5%
FA
64
FDx Advisors
Illinois
$12.7M +$10.8M +212,945 +685%
F4L
65
Fortune 45 LLC
Louisiana
$12.4M +$12M +237,480 New
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$12.4M -$2.3M -45,395 -16%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$12.1M +$1.72M +33,935 +17%
KAS
68
Kestra Advisory Services
Texas
$11.9M +$4.13M +81,570 +55%
CI
69
CX Institutional
Indiana
$11.4M +$955K +18,855 +9%
SIC
70
Salem Investment Counselors
North Carolina
$11.1M +$207K +4,090 +2%
FWM
71
Focused Wealth Management
New York
$11M -$191K -3,780 -2%
US Bancorp
72
US Bancorp
Minnesota
$10.7M -$1.09M -21,585 -10%
CWS
73
Cypress Wealth Services
California
$10.2M +$47.4K +935 +0.5%
CWMGP
74
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$10.1M +$9.78M +193,145 New
SFI
75
SPC Financial Inc
Maryland
$10M -$115K -2,265 -1%