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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
SB
126
Simmons Bank
Arkansas
$274K
SBIA
127
Sheaff Brock Investment Advisors
Indiana
$263K
I
128
IberiaBank
Louisiana
$262K +$256K +11,775 New
CCM
129
Cribstone Capital Management
Maine
$260K
OAM
130
Oppenheimer Asset Management
New York
$259K
SFM
131
Signet Financial Management
New Jersey
$256K -$20.9K -960 -8%
CWM
132
Cornerstone Wealth Management
Missouri
$252K +$16.3K +750 +7%
KeyBank National Association
133
KeyBank National Association
Ohio
$251K
MML Investors Services
134
MML Investors Services
Massachusetts
$244K +$239K +10,955 New
FHC
135
First Heartland Consultants
Missouri
$242K -$6.75K -310 -3%
OC
136
Oppenheimer & Co
New York
$237K -$1.74K -80 -0.7%
PFA
137
Paradigm Financial Advisors
Missouri
$236K +$1.63K +75 +0.7%
BlackRock
138
BlackRock
New York
$233K -$3.81K -175 -2%
BPCE
139
Bank Pictet & Cie (Europe)
Germany
$231K -$156K -7,145 -41%
ACP
140
Aveo Capital Partners
Colorado
$231K +$226K +10,395 New
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$228K
CIAS
142
Capital Investment Advisory Services
North Carolina
$221K +$653 +30 +0.3%
A
143
AdvicePeriod
California
$221K +$216K +9,905 New
GRP
144
Global Retirement Partners
California
$214K -$1.85K -85 -0.9%
SWP
145
Stratos Wealth Partners
Ohio
$171K -$2.33M -107,035 -93%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$149K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$129K
SG Americas Securities
148
SG Americas Securities
New York
$107K -$243K -11,140 -70%
Citigroup
149
Citigroup
New York
$99K -$4.9K -225 -5%
APA
150
American Portfolios Advisors
New York
$98K +$95.8K +4,400 New

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.