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Vanguard Mega Cap Growth ETF
MGK

214 hedge funds and large institutions have $1.9B invested in Vanguard Mega Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

8% more funds holding

Funds holding: 199 → 214 (+15)

7% more capital invested

Capital invested by funds: $1.78B → $1.9B (+$118M)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

6% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 63

6.07% less ownership

Funds ownership: 235.77% → 229.69% (-6.1%)

Holders
214
Holders Change
+15
Holders Change %
+7.54%
% of All Funds
4.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.43%
New
26
Increased
67
Reduced
63
Closed
10
Calls
$705K
Puts
–
Net Calls
+$705K
Net Calls Change
+$75K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.6M
2
FIG
FundX Investment Group
California
+$8.78M
3
RFM
Royal Fund Management
Florida
+$4.95M
4
FIMS
FBL Investment Management Services
Iowa
+$4.43M
5
Wells Fargo
Wells Fargo
California
+$4.23M

Top Sellers

1
SF
Synovus Financial
Georgia
-$30.4M
2
UBS Group
UBS Group
Switzerland
-$12.4M
3
Morgan Stanley
Morgan Stanley
New York
-$10.4M
4
Jane Street
Jane Street
New York
-$5.98M
5
GA
Greytown Advisors
Florida
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$298M -$3.25M -130,475 -1%
Bank of America
2
Bank of America
North Carolina
$230M +$10.6M +426,725 +5%
AssetMark Inc
3
AssetMark Inc
California
$180M +$2.29M +91,895 +1%
Morgan Stanley
4
Morgan Stanley
New York
$169M -$10.4M -418,800 -6%
LNC
5
Lincoln National Corp
Pennsylvania
$130M +$3.48M +139,500 +3%
UBS Group
6
UBS Group
Switzerland
$112M -$12.4M -496,975 -10%
SF
7
Synovus Financial
Georgia
$73.9M -$30.4M -1,218,915 -30%
Wells Fargo
8
Wells Fargo
California
$69.5M +$4.23M +169,375 +7%
LPL Financial
9
LPL Financial
California
$49.6M +$2.71M +108,795 +6%
Deutsche Bank
10
Deutsche Bank
Germany
$38.5M – – –
CL
11
Cabana LLC
Arkansas
$37.9M +$3.62M +145,070 +11%
FIA
12
Foundations Investment Advisors
Arizona
$31.8M +$3M +120,115 +11%
RJA
13
Raymond James & Associates
Florida
$30.7M -$2.44M -97,875 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$25M +$342K +13,710 +1%
HighTower Advisors
15
HighTower Advisors
Illinois
$20.3M +$2.65M +106,180 +16%
FA
16
FC Advisory
Pennsylvania
$18.1M +$510K +20,440 +3%
AWM
17
Avior Wealth Management
Nebraska
$17.1M -$31.6K -1,265 -0.2%
Ameriprise
18
Ameriprise
Minnesota
$16M +$574K +23,000 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$15.3M -$433K -17,365 -3%
Creative Planning
20
Creative Planning
Kansas
$14.6M -$77.5K -3,105 -0.5%
AC
21
Alexandria Capital
Virginia
$14.3M -$565K -22,650 -4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$13.4M +$1.27M +51,025 +11%
GA
23
Greytown Advisors
Florida
$12.1M -$3.76M -150,700 -24%
BIA
24
BHK Investment Advisors
Alabama
$10.2M -$307K -12,310 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.53M +$1.51M +60,460 +19%
1
2 3 4 5

MGK Hedge Fund Activity: Q3 2018 in Review

214 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2018, worth a combined $1.9B — up 6.7% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MGK positions and 10 closed out — a net gain of 16 holders — while 67 added to existing stakes and 63 trimmed.

The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was Synovus Financial, cutting an estimated $30.4M.

  • 214 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2018, up from 199 in Q2 2018.
  • Funds reported $1.9B of Vanguard Mega Cap Growth ETF stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 26 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2018 and 10 closed out, a net change of +16 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2018 was Bank of America, an estimated $10.6M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2018 was Synovus Financial, an estimated $30.4M sold.

Based on aggregated 13F filings for Q3 2018.