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Vanguard Mega Cap Growth ETF

129 hedge funds and large institutions have $1.07B invested in Vanguard Mega Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

11% more capital invested

Capital invested by funds: $959M → $1.07B (+$108M)

6.76% more ownership

Funds ownership: 227.74%234.5% (+6.8%)

5% more funds holding

Funds holding: 123129 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $507K

Holders
129
Holders Change
+6
Holders Change %
+4.88%
% of All Funds
3.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
14
Increased
43
Reduced
34
Closed
7
Calls
Puts
$507K
Net Calls
-$507K
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
76
Simmons Bank
Arkansas
$360K
Citigroup
77
Citigroup
New York
$359K
RWA
78
Ropes Wealth Advisors
Massachusetts
$356K
FIM
79
Fernwood Investment Management
Massachusetts
$353K +$351K +20,180 New
SFM
80
Signet Financial Management
New Jersey
$352K -$23.1K -1,330 -6%
JIC
81
Joel Isaacson & Co
New York
$350K
GF
82
Gerstein Fisher
New York
$349K
RC
83
Roundview Capital
New Jersey
$348K +$346K +19,875 New
ATC
84
Argent Trust Co
Tennessee
$343K
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$342K -$2.09M -120,240 -86%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$335K
AEPG
87
American Economic Planning Group
New Jersey
$328K
HIS
88
Horizon Investment Services
Indiana
$322K -$136K -7,800 -30%
AG
89
Advisor Group
Arizona
$319K -$35.7K -2,055 -10%
CFA
90
Carroll Financial Associates
North Carolina
$314K +$28.7K +1,650 +10%
FAAS
91
First Allied Advisory Services
California
$311K +$62.5K +3,595 +25%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$306K +$58.4K +3,355 +24%
MFS
93
MSI Financial Services
Massachusetts
$304K -$24.5K -1,410 -8%
SB
94
Suntrust Banks
Georgia
$298K +$16.4K +945 +6%
RT
95
Reliance Trust
Georgia
$285K -$213K -12,220 -43%
VC
96
Vicus Capital
Pennsylvania
$285K
AT
97
Arden Trust
Delaware
$283K +$281K +16,180 New
B
98
BancorpSouth
Mississippi
$245K
CCM
99
Cribstone Capital Management
Maine
$221K
PNAA
100
Pictet North America Advisors
Switzerland
$219K