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Vanguard Mega Cap Growth ETF
MGK

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: 232 → 234 (+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: 22 → 21 (-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

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$50.3M
2
AssetMark Inc
AssetMark Inc
California
+$27.4M
3
GFPC
Global Financial Private Capital
Florida
+$20.5M
4
EPP
ETF Portfolio Partners
Kansas
+$7.48M
5
Morgan Stanley
Morgan Stanley
New York
+$5.57M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$34.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$10M
3
FAIM
Financial Advocates Investment Management
Washington
-$6.14M
4
Bank of America
Bank of America
North Carolina
-$6.01M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AEPG
176
American Economic Planning Group
New Jersey
$215K – – –
BIM
177
Bridges Investment Management
Nebraska
$213K – – –
WWM
178
Western Wealth Management
Colorado
$211K -$1.15K -45 -0.5%
KTC
179
Kistler-Tiffany Companies
Pennsylvania
$207K +$139K +5,450 +215%
Citigroup
180
Citigroup
New York
$200K -$25.5K -1,000 -11%
CC
181
Cassaday & Co
Virginia
$187K +$122K +4,795 +196%
FHA
182
Flagship Harbor Advisors
Massachusetts
$168K -$89.7K -3,525 -35%
NFG
183
Next Financial Group
Texas
$165K +$162K +6,360 New
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$163K +$7K +275 +5%
AWM
185
AllSquare Wealth Management
New York
$146K – – –
CIAS
186
Capital Investment Advisory Services
North Carolina
$135K – – –
HWM
187
Holloway Wealth Management
Florida
$113K – – –
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$110K – – –
LWM
189
Liberty Wealth Management
California
$106K – – –
OIA
190
OneDigital Investment Advisors
Kansas
$100K – – –
OAM
191
Oppenheimer Asset Management
New York
$91K -$2.42K -95 -3%
BFC
192
Bedel Financial Consulting
Indiana
$81K – – –
RWA
193
Redhawk Wealth Advisors
Minnesota
$65K +$63.6K +2,500 New
JCM
194
Jacobi Capital Management
Pennsylvania
$61K – – –
PFBT
195
Parkside Financial Bank & Trust
Missouri
$60K – – –
TFS
196
TrustCore Financial Services
Tennessee
$55K – – –
PA
197
Parallel Advisors
California
$53K – – –
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$52K – – –
SIS
199
Sound Income Strategies
Florida
$47K -$61.8K -2,430 -57%
FCMT
200
Founders Capital Management (Texas)
Texas
$45K – – –
6 7
8
9 10

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.