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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
CAG
101
Csenge Advisory Group
Florida
$475K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$466K +$74.4K +3,415 +20%
AT
103
Arden Trust
Delaware
$456K -$10.8K -495 -2%
RWA
104
Ropes Wealth Advisors
Massachusetts
$453K
FHA
105
Flagship Harbor Advisors
Massachusetts
$450K -$5.33K -245 -1%
JIC
106
Joel Isaacson & Co
New York
$445K
ATC
107
Argent Trust Co
Tennessee
$437K
MGIA
108
Matthew Goff Investment Advisor
Texas
$422K
JMPWA
109
JP Morgan Private Wealth Advisors
California
$408K +$90.5K +4,155 +29%
BBNB
110
Baker Boyer National Bank
Washington
$395K
TRCT
111
Tower Research Capital (TRC)
New York
$394K +$386K +17,705 New
VA
112
Valmark Advisers
Ohio
$385K +$376K +17,275 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$376K +$41.6K +1,910 +13%
AEPG
114
American Economic Planning Group
New Jersey
$371K -$45.4K -2,085 -11%
PFS
115
Prospera Financial Services
Texas
$360K -$54.4K -2,500 -13%
VC
116
Vicus Capital
Pennsylvania
$357K
BRWA
117
B. Riley Wealth Advisors
Florida
$355K -$226K -10,360 -39%
RT
118
Reliance Trust
Georgia
$350K +$11.8K +540 +4%
CFA
119
Carroll Financial Associates
North Carolina
$341K -$69.7K -3,200 -17%
DPI
120
Diversified Portfolios Inc
Michigan
$339K -$15.8K -725 -5%
WDL
121
Well Done LLC
Michigan
$334K
TH
122
Timber Hill
Connecticut
$331K +$51.3K +2,355 +19%
PSUF
123
People's United Financial
Connecticut
$329K +$322K +14,765 New
CAM
124
Concorde Asset Management
Michigan
$321K -$295K -13,535 -48%
PNAA
125
Pictet North America Advisors
Switzerland
$278K

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.