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Vanguard Mega Cap Growth ETF
MGK

214 hedge funds and large institutions have $1.9B invested in Vanguard Mega Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

8% more funds holding

Funds holding: 199 → 214 (+15)

7% more capital invested

Capital invested by funds: $1.78B → $1.9B (+$118M)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

6% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 63

6.07% less ownership

Funds ownership: 235.77% → 229.69% (-6.1%)

Holders
214
Holders Change
+15
Holders Change %
+7.54%
% of All Funds
4.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.43%
New
26
Increased
67
Reduced
63
Closed
10
Calls
$705K
Puts
–
Net Calls
+$705K
Net Calls Change
+$75K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.6M
2
FIG
FundX Investment Group
California
+$8.78M
3
RFM
Royal Fund Management
Florida
+$4.95M
4
FIMS
FBL Investment Management Services
Iowa
+$4.43M
5
Wells Fargo
Wells Fargo
California
+$4.23M

Top Sellers

1
SF
Synovus Financial
Georgia
-$30.4M
2
UBS Group
UBS Group
Switzerland
-$12.4M
3
Morgan Stanley
Morgan Stanley
New York
-$10.4M
4
Jane Street
Jane Street
New York
-$5.98M
5
GA
Greytown Advisors
Florida
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
151
Martel Wealth Advisors
Washington
$231K +$225K +9,015 New
NHC
152
Nicholas Hoffman & Company
Georgia
$220K – – –
B
153
Bailard
California
$218K – – –
OC
154
Oppenheimer & Co
New York
$216K -$65.4K -2,620 -24%
AWM
155
AllSquare Wealth Management
New York
$215K +$6.24K +250 +3%
AEPG
156
American Economic Planning Group
New Jersey
$213K +$208K +8,320 New
PC
157
Palo Capital
California
$205K +$200K +8,005 New
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$204K -$1.11M -44,540 -85%
IWP
159
Icon Wealth Partners
Texas
$158K – – –
Citigroup
160
Citigroup
New York
$157K +$28.2K +1,130 +23%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$154K +$27.4K +1,100 +22%
NFG
162
Next Financial Group
Texas
$140K +$137K +5,480 New
SCA
163
Stuart Chaussee & Associates
California
$113K – – –
APA
164
American Portfolios Advisors
New York
$111K +$23.1K +925 +27%
SIS
165
Sound Income Strategies
Florida
$109K +$45.7K +1,830 +75%
AA
166
Ancora Advisors
Ohio
$104K +$102K +4,070 New
JCM
167
Jacobi Capital Management
Pennsylvania
$100K +$33.3K +1,335 +52%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$88K – – –
GP
169
Girard Partners
Pennsylvania
$87K +$85.1K +3,410 New
BFC
170
Bedel Financial Consulting
Indiana
$76K – – –
WAM
171
Wealthspire Advisors (Maryland)
Maryland
$69K – – –
CC
172
Cassaday & Co
Virginia
$63K – – –
PA
173
Parallel Advisors
California
$53K – – –
RFC
174
Regions Financial Corp
Alabama
$53K – – –
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$51K – – –
5 6
7
8 9

MGK Hedge Fund Activity: Q3 2018 in Review

214 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2018, worth a combined $1.9B — up 6.7% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MGK positions and 10 closed out — a net gain of 16 holders — while 67 added to existing stakes and 63 trimmed.

The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was Synovus Financial, cutting an estimated $30.4M.

  • 214 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2018, up from 199 in Q2 2018.
  • Funds reported $1.9B of Vanguard Mega Cap Growth ETF stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 26 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2018 and 10 closed out, a net change of +16 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2018 was Bank of America, an estimated $10.6M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2018 was Synovus Financial, an estimated $30.4M sold.

Based on aggregated 13F filings for Q3 2018.