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Vanguard Mega Cap Growth ETF

65 hedge funds and large institutions have $400M invested in Vanguard Mega Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

12% more capital invested

Capital invested by funds: $358M → $400M (+$41.8M)

7% more funds holding

Funds holding: 6165 (+4)

1.26% more ownership

Funds ownership: 164.85%166.1% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $268K

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.15%
New
10
Increased
23
Reduced
20
Closed
5
Calls
Puts
$268K
Net Calls
-$268K
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$90.1M -$3.79M -275,190 -4%
Morgan Stanley
2
Morgan Stanley
New York
$87.8M -$33.6M -2,435,975 -29%
U
3
UBS
Switzerland
$31.7M -$2.73M -198,045 -8%
LNC
4
Lincoln National Corp
Pennsylvania
$23.2M +$22.1M +1,602,600 New
HighTower Advisors
5
HighTower Advisors
Illinois
$15M +$11.7M +847,155 +450%
MAA
6
Managed Account Advisors
New Jersey
$14.1M -$2.12M -153,870 -14%
BCI
7
Brinker Capital Investments
Pennsylvania
$12.7M +$1.6M +115,915 +15%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$11.4M -$109K -7,880 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10M +$190K +13,775 +2%
LPL Financial
10
LPL Financial
California
$9.55M +$215K +15,615 +2%
RJA
11
Raymond James & Associates
Florida
$9.27M +$135K +9,790 +2%
FIMS
12
FBL Investment Management Services
Iowa
$8.59M -$8.16M -592,500 -50%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$6.39M +$2.8M +202,915 +85%
AWM
14
Avior Wealth Management
Nebraska
$6.35M +$6.04M +438,235 New
Goldman Sachs
15
Goldman Sachs
New York
$6.06M +$5.39M +391,175 +1,460%
ECM
16
ETrade Capital Management
Virginia
$4.63M -$158K -11,490 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.57M +$328K +23,830 +8%
SCM
18
SOL Capital Management
Maryland
$4.44M +$139K +10,100 +3%
AC
19
Alexandria Capital
Virginia
$4.17M +$352K +25,555 +10%
Wells Fargo
20
Wells Fargo
California
$4.11M +$270K +19,610 +7%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$3.4M -$50.5K -3,665 -2%
DP
22
Dearborn Partners
Illinois
$3.1M -$30.7K -2,225 -1%
IFS
23
Ifrah Financial Services
Arkansas
$2.71M -$32.7K -2,375 -1%
Ameriprise
24
Ameriprise
Minnesota
$2.66M +$453K +32,895 +22%
ONB
25
Old National Bancorp
Indiana
$2.33M