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Vanguard Mega Cap Growth ETF

356 hedge funds and large institutions have $4.63B invested in Vanguard Mega Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 111 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $4.13B → $4.63B (+$502M)

11% more funds holding

Funds holding: 322356 (+34)

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

10% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 123

20.83% less ownership

Funds ownership: 264.64%243.82% (-21%)

61% less call options, than puts

Call options by funds: $5.74M | Put options by funds: $14.7M

Holders
356
Holders Change
+34
Holders Change %
+10.56%
% of All Funds
7.18%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.77%
New
62
Increased
111
Reduced
123
Closed
25
Calls
$5.74M
Puts
$14.7M
Net Calls
-$8.93M
Net Calls Change
-$9.81M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
201
MGO One Seven
Ohio
$546K -$8.11K -225 -2%
IFWM
202
Institute for Wealth Management
Colorado
$544K +$13.2K +365 +3%
Citigroup
203
Citigroup
New York
$537K -$188K -5,220 -27%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$509K
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$506K
SFM
206
Signet Financial Management
New Jersey
$497K -$7.03K -195 -1%
AWE
207
Avidian Wealth Enterprises
Texas
$493K +$479K +13,305 New
TFS
208
TrustCore Financial Services
Tennessee
$487K -$180 -5 -0%
PPW
209
Pasadena Private Wealth
California
$486K -$513K -14,230 -52%
FIA
210
Foundations Investment Advisors
Arizona
$484K -$26.2M -726,410 -98%
Fiera Capital (Canada)
211
Fiera Capital (Canada)
Quebec, Canada
$476K
MGIA
212
Moneta Group Investment Advisors
Missouri
$475K -$1.26K -35 -0.3%
NA
213
Nottingham Advisors
New York
$464K +$451K +12,525 New
LF
214
LifeSteps Financial
California
$462K +$180 +5 +0%
SB
215
Strategic Blueprint
Georgia
$461K +$10.8K +300 +2%
RJT
216
Raymond James Trust
Florida
$461K +$72.1K +2,000 +19%
EFS
217
Essex Financial Services
Connecticut
$456K +$143K +3,975 +48%
BFA
218
Beaumont Financial Advisors
Massachusetts
$454K +$45K +1,250 +11%
LWA
219
LWS Wealth Advisors
New Jersey
$452K -$40.7K -1,130 -8%
BFA
220
Brendel Financial Advisors
New Hampshire
$451K -$80.4K -2,230 -15%
IGGA
221
Iron Gate Global Advisors
Utah
$437K -$122K -3,380 -22%
WIA
222
World Investment Advisors
California
$427K +$22.3K +620 +6%
WDL
223
Well Done LLC
Michigan
$424K -$90.6K -2,515 -18%
CAG
224
Csenge Advisory Group
Florida
$424K +$180 +5 +0%
PSUF
225
People's United Financial
Connecticut
$419K