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Vanguard Mega Cap Growth ETF

129 hedge funds and large institutions have $1.07B invested in Vanguard Mega Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

11% more capital invested

Capital invested by funds: $959M → $1.07B (+$108M)

6.76% more ownership

Funds ownership: 227.74%234.5% (+6.8%)

5% more funds holding

Funds holding: 123129 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $507K

Holders
129
Holders Change
+6
Holders Change %
+4.88%
% of All Funds
3.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
14
Increased
43
Reduced
34
Closed
7
Calls
Puts
$507K
Net Calls
-$507K
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$164M +$6.87M +394,945 +4%
Bank of America
2
Bank of America
North Carolina
$150M -$13M -745,325 -8%
Morgan Stanley
3
Morgan Stanley
New York
$135M -$2.51M -144,305 -2%
AssetMark Inc
4
AssetMark Inc
California
$86.2M +$41.9M +2,407,565 +96%
SF
5
Synovus Financial
Georgia
$77.6M -$262K -15,040 -0.3%
UBS Group
6
UBS Group
Switzerland
$61.5M +$128K +7,375 +0.2%
LNC
7
Lincoln National Corp
Pennsylvania
$46.8M +$1.85M +106,095 +4%
Wells Fargo
8
Wells Fargo
California
$38.1M +$5.3M +304,615 +16%
RJA
9
Raymond James & Associates
Florida
$22.5M -$6.44K -370 -0%
FWM
10
Focused Wealth Management
New York
$21.5M +$326K +18,765 +2%
LPL Financial
11
LPL Financial
California
$21M +$1.26M +72,625 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$20.1M +$1.73M +99,230 +9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$17M +$363K +20,860 +2%
FEG
14
Financial Enhancement Group
Indiana
$15.7M +$803K +46,140 +5%
Creative Planning
15
Creative Planning
Kansas
$13.9M +$12.4M +715,525 +923%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$12.3M -$242K -13,930 -2%
FA
17
FC Advisory
Pennsylvania
$11.8M -$252K -14,465 -2%
AWM
18
Avior Wealth Management
Nebraska
$11.1M +$195K +11,235 +2%
AC
19
Alexandria Capital
Virginia
$9.94M +$638K +36,655 +7%
RA
20
RFG Advisory
Alabama
$8.28M +$8.29M +476,610 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$8.18M -$293K -16,870 -3%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$7.99M -$33.7K -1,940 -0.4%
SCM
23
SOL Capital Management
Maryland
$6.79M +$209K +12,000 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.75M +$329K +18,910 +5%
EPP
25
ETF Portfolio Partners
Kansas
$5.59M +$99.4K +5,715 +2%