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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
GI
176
Gradient Investments
Minnesota
$19K +$18.8K +865 New
AIM
177
Advantage Investment Management
Iowa
$18K
RFA
178
Reilly Financial Advisors
California
$12K
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$11K
PWM
180
Perigon Wealth Management
California
$11K +$11.2K +515 New
VIA
181
Vantage Investment Advisors
Pennsylvania
$10K
CB
182
Community Bank
New York
$9K
HS
183
Horan Securities
United States
$9K
AWM
184
AllSquare Wealth Management
New York
$8K
BCM
185
Blume Capital Management
California
$7K
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.68K +$6.53K +300 New
LGWM
187
Litman Gregory Wealth Management
California
$2.9K +$1.89M +86,900 +201%
BCI
188
Brinker Capital Investments
Pennsylvania
$1K
PCG
189
Private Capital Group
Connecticut
$33 +$32.7K +1,500 New
FIG
190
FundX Investment Group
California
-$25M -1,195,545 Closed
NPC
191
National Planning Corporation
California
-$3.54M -168,860 Closed
AL
192
Aspiriant LLC
California
-$1.21M -57,875 Closed
Wolverine Trading
193
Wolverine Trading
Illinois
-$924K -44,115 Closed
CA
194
Cetera Advisors
Colorado
-$618K -29,645 Closed
SI
195
SII Investments
Wisconsin
-$457K -21,605 Closed
IH
196
IFC Holdings
Florida
-$297K -14,200 Closed
BA
197
Bristlecone Advisors
Washington
-$109K -5,225 Closed

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.