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Vanguard Mega Cap Growth ETF
MGK

229 hedge funds and large institutions have $2.37B invested in Vanguard Mega Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $836K | Put options by funds: $306K

10% more funds holding in top 10

Funds holding in top 10: 21 → 23 (+2)

1% more capital invested

Capital invested by funds: $2.36B → $2.37B (+$12.9M)

5% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 77

1.69% less ownership

Funds ownership: 267.08% → 265.39% (-1.7%)

2% less funds holding

Funds holding: 234 → 229 (-5)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
229
Holders Change
-5
Holders Change %
-2.14%
% of All Funds
5.02%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.5%
New
17
Increased
73
Reduced
77
Closed
22
Calls
$836K
Puts
$306K
Net Calls
+$530K
Net Calls Change
-$1.08M

Top Buyers

Rank Fund Capital Flow
1
CL
Cabana LLC
Arkansas
+$67M
2
AssetMark Inc
AssetMark Inc
California
+$23.8M
3
Wells Fargo
Wells Fargo
California
+$13.6M
4
JWM
Jackson Wealth Management
Florida
+$8.81M
5
FIA
Foundations Investment Advisors
Arizona
+$5.64M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$78.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.8M
3
EPP
ETF Portfolio Partners
Kansas
-$7.86M
4
RJA
Raymond James & Associates
Florida
-$6.61M
5
Morgan Stanley
Morgan Stanley
New York
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
176
Western Wealth Management
Colorado
$214K -$2.25K -85 -1%
RM
177
Resource Management
Louisiana
$208K +$208K +7,860 New
BRWM
178
B. Riley Wealth Management
Tennessee
$206K – – –
Citigroup
179
Citigroup
New York
$196K -$8.86K -335 -4%
CC
180
Cassaday & Co
Virginia
$192K – – –
FHA
181
Flagship Harbor Advisors
Massachusetts
$174K +$1.98K +75 +1%
EW
182
Evoke Wealth
California
$171K +$171K +6,450 New
NFG
183
Next Financial Group
Texas
$169K – – –
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$167K – – –
S
185
SignatureFD
Georgia
$163K +$133K +5,015 +444%
AWM
186
AllSquare Wealth Management
New York
$150K – – –
CIAS
187
Capital Investment Advisory Services
North Carolina
$134K – – –
VCM
188
Vigilant Capital Management
Maine
$133K -$119K -4,500 -47%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$122K +$122K +4,610 New
OAM
190
Oppenheimer Asset Management
New York
$115K +$21.2K +800 +23%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$113K – – –
LWM
192
Liberty Wealth Management
California
$109K +$397 +15 +0.4%
BFC
193
Bedel Financial Consulting
Indiana
$83K – – –
HWM
194
Holloway Wealth Management
Florida
$77K – – –
JCM
195
Jacobi Capital Management
Pennsylvania
$63K +$132 +5 +0.2%
PFBT
196
Parkside Financial Bank & Trust
Missouri
$61K – – –
PA
197
Parallel Advisors
California
$59K +$4.63K +175 +8%
TFS
198
TrustCore Financial Services
Tennessee
$56K – – –
AIC
199
Ameritas Investment Company
Nebraska
$55K +$55K +2,080 New
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$53K – – –
6 7
8
9 10

MGK Hedge Fund Activity: Q3 2019 in Review

229 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2019, worth a combined $2.37B — up 0.55% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MGK and 17 opened new positions — a net loss of 5 holders — while 77 trimmed existing stakes and 73 added.

The largest buyer was Cabana LLC, adding an estimated $67M. The largest seller was PNC Financial Services Group, cutting an estimated $78.4M.

  • 229 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2019, down from 234 in Q2 2019.
  • Funds reported $2.37B of Vanguard Mega Cap Growth ETF stock for Q3 2019, up 0.55% quarter-over-quarter.
  • 17 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2019 and 22 closed out, a net change of -5 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2019 was Cabana LLC, an estimated $67M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2019 was PNC Financial Services Group, an estimated $78.4M sold.

Based on aggregated 13F filings for Q3 2019.