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Vanguard Mega Cap Growth ETF

542 hedge funds and large institutions have $7.14B invested in Vanguard Mega Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 173 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 35

41% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 123

23% more funds holding in top 10

Funds holding in top 10: 4353 (+10)

23% more capital invested

Capital invested by funds: $5.79B → $7.14B (+$1.35B)

20% more funds holding

Funds holding: 450542 (+92)

9.99% more ownership

Funds ownership: 238.59%248.58% (+10%)

17% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $14.5M

Holders
542
Holders Change
+92
Holders Change %
+20.44%
% of All Funds
8.34%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.82%
New
132
Increased
173
Reduced
123
Closed
35
Calls
$12.1M
Puts
$14.5M
Net Calls
-$2.42M
Net Calls Change
-$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
101
1900 Wealth Management
Texas
$6.44M -$889K -17,550 -12%
PAG
102
Private Advisor Group
New Jersey
$6.22M -$2.18M -43,030 -27%
SVCP
103
Silicon Valley Capital Partners
California
$6.21M -$177K -3,500 -3%
Lido Advisors
104
Lido Advisors
California
$5.98M -$397K -7,840 -6%
Comerica Bank
105
Comerica Bank
Texas
$5.8M -$5.55M -109,515 -46%
9WM
106
9258 Wealth Management
Ohio
$5.8M -$182K -3,590 -3%
CP
107
Capital Planning
Washington
$5.8M +$114K +2,250 +2%
IC
108
IEQ Capital
California
$5.73M +$28.6K +565 +0.5%
LGWM
109
Litman Gregory Wealth Management
California
$5.4M
SFPG
110
Stonebridge Financial Planning Group
Florida
$5.35M +$134K +2,655 +2%
VBWMG
111
Von Berge Wealth Management Group
California
$5.35M +$5.69M +112,280 New
IFS
112
Ifrah Financial Services
Arkansas
$5.25M -$43.3K -855 -0.8%
ZIMP
113
Zimmermann Investment Management & Planning
Pennsylvania
$5.24M +$5.09M +100,430 New
SFP
114
Strategic Financial Partners
Oregon
$5.21M -$49.1K -970 -1%
CPFP
115
Clear Perspectives Financial Planning
Ohio
$5.21M +$683K +13,485 +16%
IA
116
IFP Advisors
Florida
$5.17M -$120K -2,360 -2%
WFA
117
Wells Financial Advisors
Massachusetts
$5.17M -$124K -2,450 -2%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$4.87M -$152K -3,005 -3%
NA
119
NewEdge Advisors
Louisiana
$4.82M +$4.68M +92,425 New
BWA
120
BDO Wealth Advisors
Florida
$4.53M -$113K -2,225 -2%
KWM
121
Kingsview Wealth Management
Oregon
$4.46M +$1.29M +25,505 +42%
JIC
122
Joel Isaacson & Co
New York
$4.41M +$6.84K +135 +0.2%
Prudential Financial
123
Prudential Financial
New Jersey
$4.32M +$905K +17,865 +27%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$4.31M -$130K -2,575 -3%
UCFA
125
United Capital Financial Advisors
Texas
$4.25M -$780K -15,400 -16%