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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
VFA
76
Voya Financial Advisors
Connecticut
$554K +$23.7K +1,275 +5%
OA
77
Oxbow Advisors
Texas
$498K
AWM
78
AE Wealth Management
Kansas
$476K +$98.7K +5,315 +27%
HIS
79
Horizon Investment Services
Indiana
$471K +$161K +8,675 +54%
Stifel Financial
80
Stifel Financial
Missouri
$461K +$6.87K +370 +2%
CCMG
81
Clark Capital Management Group
Pennsylvania
$430K -$37.3K -2,010 -8%
APSP
82
Asset Planning Services (Pennsylvania)
Pennsylvania
$428K +$26.2K +1,410 +7%
RFM
83
Royal Fund Management
Florida
$426K +$102K +5,490 +33%
AEPG
84
American Economic Planning Group
New Jersey
$406K
SB
85
Simmons Bank
Arkansas
$395K +$1.39K +75 +0.4%
DPI
86
Diversified Portfolios Inc
Michigan
$391K -$27.8K -1,500 -7%
RWA
87
Ropes Wealth Advisors
Massachusetts
$390K
JIC
88
Joel Isaacson & Co
New York
$383K
Wolverine Trading
89
Wolverine Trading
Illinois
$383K +$372K +20,015 New
FHA
90
Flagship Harbor Advisors
Massachusetts
$382K +$30.7K +1,655 +9%
PFS
91
Prospera Financial Services
Texas
$375K -$26.8K -1,445 -7%
ATC
92
Argent Trust Co
Tennessee
$375K
HCM
93
Harvest Capital Management
New Hampshire
$360K +$349K +18,815 New
CFA
94
Carroll Financial Associates
North Carolina
$343K
IAA
95
Independent Advisor Alliance
North Carolina
$343K +$325K +17,500 New
BPCE
96
Bank Pictet & Cie (Europe)
Germany
$335K -$464K -25,000 -59%
NWP
97
Northstar Wealth Partners
Connecticut
$329K +$319K +17,205 New
FAAS
98
First Allied Advisory Services
California
$325K +$10.5K +565 +3%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$318K -$1.91M -102,670 -86%
AT
100
Arden Trust
Delaware
$313K +$1.86K +100 +0.6%

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.