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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
TNBTD
201
Trustmark National Bank Trust Department
Mississippi
$13K +$12.5K +500 New
CB
202
Community Bank
New York
$11K – – –
VIA
203
Vantage Investment Advisors
Pennsylvania
$11K – – –
HS
204
Horan Securities
United States
$10K – – –
TDC
205
Thompson Davis & Co
Virginia
$8K – – –
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.69K – – –
UBS AM
207
UBS AM
Illinois
$5.64K +$5.49K +220 New
AP
208
Atwood & Palmer
Missouri
$3K +$2.5K +100 New
KL
209
KWMG LLC
Kansas
$1K – – –
LFG
210
LifePlan Financial Group
Ohio
$1K – – –
BCI
211
Brinker Capital Investments
Pennsylvania
$1K +$1.25K +50 New
CF
212
Centaurus Financial
California
$995 -$1.01M -40,505 -100%
CS
213
Credit Suisse
Switzerland
– -$2.97M -125,000 Closed
EWM
214
Evercore Wealth Management
New York
– -$2.27M -95,465 Closed
BI
215
Ballast Inc
Kentucky
– -$473K -19,825 Closed
VC
216
Vicus Capital
Pennsylvania
– -$382K -16,040 Closed
RA
217
RFG Advisory
Alabama
– -$346K -14,550 Closed
OAM
218
Oppenheimer Asset Management
New York
– -$242K -10,190 Closed
SFSIG
219
San Francisco Sentry Investment Group
California
– -$52K -2,200 Closed
B
220
Bridgeworth
Alabama
– -$22K -965 Closed
PCM
221
Peak Capital Management
Colorado
– -$13K -555 Closed
CG
222
Cutler Group
California
– -$11K -500 Closed
VFA
223
Valeo Financial Advisors
Indiana
– +$249 +10 +200%
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.