We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF

104 hedge funds and large institutions have $685M invested in Vanguard Mega Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

32% more capital invested

Capital invested by funds: $517M → $685M (+$167M)

22% more funds holding

Funds holding: 85104 (+19)

21.83% more ownership

Funds ownership: 170.6%192.43% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

56% less call options, than puts

Call options by funds: $228K | Put options by funds: $520K

Holders
104
Holders Change
+19
Holders Change %
+22.35%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
26
Increased
38
Reduced
24
Closed
5
Calls
$228K
Puts
$520K
Net Calls
-$292K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
VC
76
Vicus Capital
Pennsylvania
$213K +$208K +13,075 New
US Bancorp
77
US Bancorp
Minnesota
$183K -$16.6K -1,045 -8%
NPC
78
National Planning Corporation
California
$162K +$161K +10,115 New
UFA
79
US Financial Advisors
Massachusetts
$138K +$135K +8,515 New
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$84K +$29.9K +1,880 +57%
MWP
81
MYCIO Wealth Partners
Pennsylvania
$81K +$318 +20 +0.4%
FWM
82
Focused Wealth Management
New York
$71K +$69.1K +4,345 New
NFG
83
Next Financial Group
Texas
$61K -$163K -10,225 -73%
FMII
84
Farmers & Merchants Investments Inc
Nebraska
$46K
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$41K -$39.8K -2,500 -50%
WA
86
WFG Advisors
Texas
$40K -$62.6K -3,935 -62%
RC
87
RegentAtlantic Capital
New Jersey
$36.7K +$35.9K +2,255 New
EFSCE
88
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$15K -945 -32%
NES
89
New England Securities
New York
$31K -$3.26K -205 -10%
MFS
90
MSI Financial Services
Massachusetts
$26K +$9.94K +625 +63%
CC
91
Cassaday & Co
Virginia
$26K +$25.4K +1,595 New
Legal & General Group
92
Legal & General Group
United Kingdom
$20K
DSC
93
Duncker Streett & Co
Missouri
$16K
BKA
94
Brick & Kyle Associates
Pennsylvania
$16K +$15.5K +975 New
GWA
95
Genesis Wealth Advisors
Massachusetts
$13.2K +$12.3K +775 New
RFA
96
Reilly Financial Advisors
California
$12K +$11.9K +750 New
AIM
97
Advantage Investment Management
Iowa
$10K +$9.94K +625 New
FNBT
98
FineMark National Bank & Trust
Florida
$9K
AWM
99
AllSquare Wealth Management
New York
$9K +$8.35K +525 New
BRWM
100
B. Riley Wealth Management
Tennessee
$7K +$80 +5 +1%