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Vanguard Morningstar Mega Cap Growth ETF

138 hedge funds and large institutions have $1.1B invested in Vanguard Morningstar Mega Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 130138 (+8)

2.22% more ownership

Funds ownership: 234.62%236.84% (+2.2%)

2% more capital invested

Capital invested by funds: $1.07B → $1.1B (+$25M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $322K

Holders
138
Holders Change
+8
Holders Change %
+6.15%
% of All Funds
3.44%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
20
Increased
44
Reduced
36
Closed
11
Calls
Puts
$322K
Net Calls
-$322K
Net Calls Change
+$185K

MGK Hedge Fund Activity: Q4 2016 in Review

138 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q4 2016, worth a combined $1.1B — up 2.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MGK positions and 11 closed out — a net gain of 9 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was Allegis Investment Advisors, adding an estimated $17.7M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $15.7M sold.

  • 138 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q4 2016, up from 130 in Q3 2016.
  • Funds reported $1.1B of Vanguard Morningstar Mega Cap Growth ETF stock for Q4 2016, up 2.3% quarter-over-quarter.
  • 20 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q4 2016 and 11 closed out, a net change of +9 holders.
  • The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q4 2016 was Allegis Investment Advisors, an estimated $17.7M added.
  • The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q4 2016 was Financial Enhancement Group, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2016.