We are live on ! Find out more
MGK icon

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
FHA
151
First Horizon Advisors
Tennessee
$84K +$80K +3,675 New
CC
152
Cassaday & Co
Virginia
$83K
PFBT
153
Parkside Financial Bank & Trust
Missouri
$76K
EA
154
Edge Advisors
Georgia
$73K +$24.3K +1,115 +51%
SFSIG
155
San Francisco Sentry Investment Group
California
$71K
JCM
156
Jacobi Capital Management
Pennsylvania
$69K -$14.3K -655 -18%
WAM
157
Wealthspire Advisors (Maryland)
Maryland
$60K +$58.9K +2,705 New
IWM
158
IHT Wealth Management
Illinois
$56K
CA
159
Calton & Associates
Florida
$49K +$45.2K +2,075 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$48K +$46.8K +2,150 New
PA
161
Parallel Advisors
California
$46K
RFC
162
Regions Financial Corp
Alabama
$46K +$45.4K +2,085 New
WCAMG
163
Woodard & Company Asset Management Group
North Carolina
$45K +$43.6K +2,000 New
EFSCE
164
Enterprise Financial Services Corp (EFSC)
Missouri
$42K
SEI Investments
165
SEI Investments
Pennsylvania
$40K -$29.4K -1,350 -43%
IWP
166
Icon Wealth Partners
Texas
$37K +$36.3K +1,665 New
NL
167
NVWM LLC
Pennsylvania
$37K +$36.5K +1,675 New
OIA
168
OneDigital Investment Advisors
Kansas
$35K +$109 +5 +0.3%
GT
169
Glenmede Trust
Pennsylvania
$33K -$33.9K -1,555 -51%
MOS
170
MGO One Seven
Ohio
$26K +$25K +1,150 New
SCA
171
Stuart Chaussee & Associates
California
$26K +$25.6K +1,175 New
DSC
172
Duncker Streett & Co
Missouri
$22K
PWM
173
Paulson Wealth Management
Illinois
$22K +$21.8K +1,000 New
TFS
174
TrustCore Financial Services
Tennessee
$20K +$19.8K +910 New
WEC
175
Winslow Evans & Crocker
Massachusetts
$19.5K +$19.2K +880 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.