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Vanguard Mega Cap Growth ETF

190 hedge funds and large institutions have $1.58B invested in Vanguard Mega Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

21% more call options, than puts

Call options by funds: $323K | Put options by funds: $267K

20% more funds holding

Funds holding: 158190 (+32)

8% more capital invested

Capital invested by funds: $1.46B → $1.58B (+$121M)

2% more ownership

Funds ownership: 229.41%231.4% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 56

Holders
190
Holders Change
+32
Holders Change %
+20.25%
% of All Funds
4.31%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
41
Increased
51
Reduced
56
Closed
8
Calls
$323K
Puts
$267K
Net Calls
+$56K
Net Calls Change
-$855K
Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
76
Northern Capital Management (Wisconsin)
Wisconsin
$936K -$2.18K -100 -0.2%
VWM
77
Venturi Wealth Management
Texas
$905K
HCM
78
Hollencrest Capital Management
California
$900K
CS
79
Credit Suisse
Switzerland
$848K +$829K +38,065 New
RC
80
Roundview Capital
New Jersey
$823K
PL
81
Plancorp LLC
Missouri
$794K
Macquarie Group
82
Macquarie Group
Australia
$758K -$188K -8,650 -20%
FA
83
FDx Advisors
Illinois
$735K +$139K +6,360 +24%
Bessemer Group
84
Bessemer Group
New Jersey
$713K
HIS
85
Horizon Investment Services
Indiana
$685K +$11.2K +515 +2%
NEIRG
86
New England Investment & Retirement Group
Massachusetts
$681K -$29.2K -1,340 -4%
HIC
87
Hartline Investment Corp
Illinois
$647K +$32.7K +1,500 +5%
AF
88
Advisornet Financial
Minnesota
$632K +$618K +28,385 New
OC
89
Oarsman Capital
Wisconsin
$618K -$3.47M -159,395 -85%
GC
90
Grimes & Company
Massachusetts
$605K -$23.8K -1,095 -4%
TL
91
TrueWealth LLC
Georgia
$603K +$590K +27,080 New
OA
92
Oxbow Advisors
Texas
$579K
Stifel Financial
93
Stifel Financial
Missouri
$567K +$2.5K +115 +0.5%
BTS
94
BB&T Securities
Virginia
$531K +$86.8K +3,985 +20%
PS
95
Portfolio Strategies
New York
$518K +$506K +23,255 New
CTA
96
Chesley Taft & Associates
Illinois
$517K -$10.2K -470 -2%
BPC
97
Banque Pictet & Cie
Switzerland
$509K -$156K -7,145 -24%
BI
98
Ballast Inc
Kentucky
$501K +$490K +22,510 New
FAAS
99
First Allied Advisory Services
California
$493K -$11.2K -515 -2%
APSP
100
Asset Planning Services (Pennsylvania)
Pennsylvania
$485K -$14.6K -670 -3%

MGK Hedge Fund Activity: Q4 2017 in Review

190 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2017, worth a combined $1.58B — up 8.3% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MGK positions and 8 closed out — a net gain of 33 holders — while 51 added to existing stakes and 56 trimmed.

The largest buyer was LPL Financial, adding an estimated $11M. The largest seller was FundX Investment Group, exiting entirely with an estimated $25M sold.

  • 190 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2017, up from 158 in Q3 2017.
  • Funds reported $1.58B of Vanguard Mega Cap Growth ETF stock for Q4 2017, up 8.3% quarter-over-quarter.
  • 41 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2017 and 8 closed out, a net change of +33 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2017 was LPL Financial, an estimated $11M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2017 was FundX Investment Group, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2017.