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Vanguard Mega Cap Growth ETF

234 hedge funds and large institutions have $2.36B invested in Vanguard Mega Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $2.2B → $2.36B (+$162M)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

1% more funds holding

Funds holding: 232234 (+2)

1.64% less ownership

Funds ownership: 268.72%267.08% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.46%
New
19
Increased
71
Reduced
65
Closed
14
Calls
$1.61M
Puts
Net Calls
+$1.61M
Net Calls Change
+$679K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$534K +$46.2K +1,815 +10%
RWA
127
Ropes Wealth Advisors
Massachusetts
$527K
JIC
128
Joel Isaacson & Co
New York
$518K
FI
129
FormulaFolio Investments
Michigan
$516K +$127 +5 +0%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$509K
ATC
131
Argent Trust Co
Tennessee
$508K
WLIM
132
White Lighthouse Investment Management
Massachusetts
$491K
CFGS
133
Concourse Financial Group Securities
Alabama
$485K +$345K +13,545 +264%
CAM
134
Concorde Asset Management
Michigan
$467K +$33.6K +1,320 +8%
APA
135
American Portfolios Advisors
New York
$457K -$235K -9,250 -34%
OC
136
Oppenheimer & Co
New York
$435K -$173K -6,785 -29%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$431K -$87.8K -3,450 -17%
PFS
138
Prospera Financial Services
Texas
$425K +$418K +16,420 New
AAS
139
Avantax Advisory Services
Texas
$417K +$410K +16,105 New
PWMG
140
Prestige Wealth Management Group
New Jersey
$406K
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$405K +$178K +7,005 +81%
MOS
142
MGO One Seven
Ohio
$399K
SFM
143
Signet Financial Management
New Jersey
$389K +$3.05K +120 +0.8%
RMAM
144
Raab & Moskowitz Asset Management
New Jersey
$374K +$30.8K +1,210 +9%
ACP
145
Aveo Capital Partners
Colorado
$366K +$7.25K +285 +2%
KA
146
Kovack Advisors
Florida
$363K +$23.9K +940 +7%
WDL
147
Well Done LLC
Michigan
$361K
MGIA
148
Moneta Group Investment Advisors
Missouri
$350K +$127 +5 +0%
GRP
149
Global Retirement Partners
California
$336K +$60.1K +2,360 +22%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$323K +$58.2K +2,285 +22%

MGK Hedge Fund Activity: Q2 2019 in Review

234 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2019, worth a combined $2.36B — up 7.4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGK positions and 14 closed out — a net gain of 5 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $50.3M. The largest seller was Goldman Sachs, cutting an estimated $34.9M.

  • 234 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2019, up from 232 in Q1 2019.
  • Funds reported $2.36B of Vanguard Mega Cap Growth ETF stock for Q2 2019, up 7.4% quarter-over-quarter.
  • 19 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2019 and 14 closed out, a net change of +5 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2019 was Foundations Investment Advisors, an estimated $50.3M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2019 was Goldman Sachs, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2019.