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Vanguard Mega Cap Growth ETF
MGK

Overview Fund Activity

229 hedge funds and large institutions have $2.37B invested in Vanguard Mega Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-5
Holders Change %
-2.14%
% of All Funds
5.03%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.51%
New
17
Increased
73
Reduced
77
Closed
22
Calls
$836K
Puts
$306K
Net Calls
+$530K
Net Calls Change
-$1.08M

Top Buyers

1
CL
Cabana LLC
Arkansas
$69.3M
2
AssetMark Inc
AssetMark Inc
California
$306M
3
Wells Fargo
Wells Fargo
California
$82.4M
4
JWM
Jackson Wealth Management
Florida
$8.78M
5
FIA
Foundations Investment Advisors
Arizona
$57M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$217M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$225M
3
EPP
ETF Portfolio Partners
Kansas
$7.56M
4
RJA
Raymond James & Associates
Florida
$25.1M
5
Morgan Stanley
Morgan Stanley
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
101
Roundview Capital
New Jersey
$890K +$2.92K +22 +0.3%
AAS
102
Avantax Advisory Services
Texas
$889K +$461K +3,473 +108%
CA
103
Cetera Advisors
Colorado
$883K +$36.3K +274 +4%
Kovitz Investment Group Partners
104
Kovitz Investment Group Partners
Illinois
$880K -$16.6K -125 -2%
PIA
105
Pinion Investment Advisors
Kansas
$867K -$71.5K -539 -8%
NL
106
NWAM LLC
Washington
$866K +$53.9K +406 +7%
JPMPWA
107
J.P. Morgan Private Wealth Advisors
California
$853K -$71.9K -542 -8%
Bessemer Group
108
Bessemer Group
New Jersey
$849K – – –
UBS AM
109
UBS AM
Illinois
$822K -$5.97K -45 -0.7%
VA
110
Valmark Advisers
Ohio
$795K -$15.3K -115 -2%
NNP
111
Nachman Norwood & Parrott
South Carolina
$794K -$22.3K -168 -3%
HIS
112
Horizon Investment Services
Indiana
$780K -$15.9K -120 -2%
CFA
113
Carroll Financial Associates
North Carolina
$748K +$146K +1,104 +24%
Citadel Advisors
114
Citadel Advisors
Florida
$738K -$1.04M -7,829 -58%
BRWA
115
B. Riley Wealth Advisors
Florida
$730K +$11.6K +87 +2%
HIC
116
Hartline Investment Corp
Illinois
$717K – – –
OA
117
Oxbow Advisors
Texas
$690K – – –
GC
118
Grace Capital
Massachusetts
$676K +$142K +1,200 +27%
TL
119
TrueWealth LLC
Georgia
$635K – – –
KA
120
Kovack Advisors
Florida
$633K +$261K +1,966 +70%
GIA
121
Gladstone Institutional Advisory
Florida
$591K -$30.1K -227 -5%
AW
122
ACG Wealth
Georgia
$584K -$30K -226 -5%
GC
123
Grimes & Company
Massachusetts
$577K -$1.33K -10 -0.2%
SWP
124
Stratos Wealth Partners
Ohio
$566K +$19.8K +149 +4%
OC
125
Oarsman Capital
Wisconsin
$560K -$22.5K -170 -4%
3 4
5
6 7