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Vanguard Mega Cap Growth ETF

190 hedge funds and large institutions have $1.58B invested in Vanguard Mega Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

21% more call options, than puts

Call options by funds: $323K | Put options by funds: $267K

20% more funds holding

Funds holding: 158190 (+32)

8% more capital invested

Capital invested by funds: $1.46B → $1.58B (+$121M)

2% more ownership

Funds ownership: 229.41%231.4% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 56

Holders
190
Holders Change
+32
Holders Change %
+20.25%
% of All Funds
4.31%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
41
Increased
51
Reduced
56
Closed
8
Calls
$323K
Puts
$267K
Net Calls
+$56K
Net Calls Change
-$855K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$263M -$6.54M -300,330 -2%
Bank of America
2
Bank of America
North Carolina
$194M -$1.73M -79,310 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$158M -$3.07M -140,790 -2%
AssetMark Inc
4
AssetMark Inc
California
$156M +$9.97M +458,020 +7%
UBS Group
5
UBS Group
Switzerland
$100M -$180K -8,260 -0.2%
SF
6
Synovus Financial
Georgia
$83.4M -$426K -19,560 -0.5%
LNC
7
Lincoln National Corp
Pennsylvania
$77.3M +$5.73M +262,975 +8%
Wells Fargo
8
Wells Fargo
California
$61.8M +$2.9M +133,135 +5%
LPL Financial
9
LPL Financial
California
$44.7M +$11M +504,715 +34%
RJA
10
Raymond James & Associates
Florida
$28.6M -$15.5K -710 -0.1%
CL
11
Cabana LLC
Arkansas
$24.7M +$24.1M +1,107,290 New
FWM
12
Focused Wealth Management
New York
$24.6M +$419K +19,225 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$21.3M +$936K +42,970 +5%
HighTower Advisors
14
HighTower Advisors
Illinois
$20.5M +$209K +9,615 +1%
FA
15
FC Advisory
Pennsylvania
$16M -$45.7K -2,100 -0.3%
AWM
16
Avior Wealth Management
Nebraska
$15M +$95.1K +4,365 +0.7%
Ameriprise
17
Ameriprise
Minnesota
$14.1M +$589K +27,070 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$13.9M -$93.5K -4,295 -0.7%
Creative Planning
19
Creative Planning
Kansas
$13.3M -$753K -34,575 -5%
GA
20
Greytown Advisors
Florida
$12.9M -$5.6M -257,100 -31%
AC
21
Alexandria Capital
Virginia
$12.6M -$19.1K -875 -0.2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$11M +$2.07M +94,980 +24%
ECM
23
ETrade Capital Management
Virginia
$9.29M +$1.28M +58,700 +16%
BIA
24
BHK Investment Advisors
Alabama
$8.88M +$8.68M +398,715 New
CF
25
Copperwynd Financial
Arizona
$8.75M +$8.56M +393,055 New

MGK Hedge Fund Activity: Q4 2017 in Review

190 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2017, worth a combined $1.58B — up 8.3% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MGK positions and 8 closed out — a net gain of 33 holders — while 51 added to existing stakes and 56 trimmed.

The largest buyer was LPL Financial, adding an estimated $11M. The largest seller was FundX Investment Group, exiting entirely with an estimated $25M sold.

  • 190 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2017, up from 158 in Q3 2017.
  • Funds reported $1.58B of Vanguard Mega Cap Growth ETF stock for Q4 2017, up 8.3% quarter-over-quarter.
  • 41 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2017 and 8 closed out, a net change of +33 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2017 was LPL Financial, an estimated $11M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2017 was FundX Investment Group, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2017.