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Vanguard Mega Cap Growth ETF

138 hedge funds and large institutions have $1.1B invested in Vanguard Mega Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

7% more funds holding

Funds holding: 129138 (+9)

2.24% more ownership

Funds ownership: 234.5%236.73% (+2.2%)

3% more capital invested

Capital invested by funds: $1.07B → $1.1B (+$28.4M)

100% less call options, than puts

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

Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
3.45%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
21
Increased
44
Reduced
35
Closed
11
Calls
Puts
$322K
Net Calls
-$322K
Net Calls Change
+$185K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$177M +$13.9M +799,880 +9%
Bank of America
2
Bank of America
North Carolina
$163M +$13.3M +765,410 +9%
Morgan Stanley
3
Morgan Stanley
New York
$123M -$11.4M -658,650 -9%
AssetMark Inc
4
AssetMark Inc
California
$86.8M +$955K +55,110 +1%
UBS Group
5
UBS Group
Switzerland
$67.3M +$6.03M +348,080 +10%
SF
6
Synovus Financial
Georgia
$63.2M -$14M -805,940 -18%
LNC
7
Lincoln National Corp
Pennsylvania
$50.6M +$3.94M +227,510 +9%
Wells Fargo
8
Wells Fargo
California
$43M +$5.02M +289,415 +13%
LPL Financial
9
LPL Financial
California
$22.5M +$1.32M +75,925 +6%
RJA
10
Raymond James & Associates
Florida
$22.4M -$26.3K -1,515 -0.1%
FWM
11
Focused Wealth Management
New York
$22.3M +$947K +54,620 +4%
AIA
12
Allegis Investment Advisors
Idaho
$19.7M +$17.7M +1,018,650 +903%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$17M +$136K +7,820 +0.8%
GA
14
Greytown Advisors
Florida
$14.9M +$14.9M +857,370 New
Creative Planning
15
Creative Planning
Kansas
$14.1M +$313K +18,045 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$12.6M -$7.34M -423,635 -37%
FA
17
FC Advisory
Pennsylvania
$12.5M +$390K +22,505 +3%
AWM
18
Avior Wealth Management
Nebraska
$11.6M +$619K +35,740 +6%
AC
19
Alexandria Capital
Virginia
$9.86M -$40.4K -2,330 -0.4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$9.77M -$2.49M -143,730 -20%
RA
21
RFG Advisory
Alabama
$8.28M
TAIM
22
TD Ameritrade Investment Management
Nebraska
$7.88M -$68.7K -3,965 -0.9%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$7.28M -$859K -49,540 -11%
SCM
24
SOL Capital Management
Maryland
$7.17M +$416K +24,000 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$7.12M +$397K +22,895 +6%