We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF

215 hedge funds and large institutions have $1.86B invested in Vanguard Mega Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35.5% more ownership

Funds ownership: 229.69%265.19% (+35%)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 59

0% more funds holding

Funds holding: 214215 (+1)

2% less capital invested

Capital invested by funds: $1.9B → $1.86B (-$34M)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
215
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
4.79%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.38%
New
35
Increased
65
Reduced
59
Closed
31
Calls
$824K
Puts
Net Calls
+$824K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$251M +$268M +11,579,450 +6,836%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$250M +$376K +16,225 +0.1%
Bank of America
3
Bank of America
North Carolina
$182M -$10.6M -459,045 -5%
AssetMark Inc
4
AssetMark Inc
California
$179M +$31.7M +1,369,255 +20%
Morgan Stanley
5
Morgan Stanley
New York
$133M -$8.56M -369,970 -6%
LNC
6
Lincoln National Corp
Pennsylvania
$116M +$8.27M +357,060 +7%
UBS Group
7
UBS Group
Switzerland
$103M +$10.3M +445,670 +10%
SF
8
Synovus Financial
Georgia
$62.1M +$424K +18,325 +0.6%
Wells Fargo
9
Wells Fargo
California
$52.8M -$5.69M -245,880 -9%
LPL Financial
10
LPL Financial
California
$44.4M +$3.24M +140,050 +7%
Goldman Sachs
11
Goldman Sachs
New York
$36.1M +$37.2M +1,607,080 +1,994%
Deutsche Bank
12
Deutsche Bank
Germany
$32.1M
RJA
13
Raymond James & Associates
Florida
$25.7M +$144K +6,210 +0.5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$20.5M -$365K -15,775 -2%
HighTower Advisors
15
HighTower Advisors
Illinois
$17.5M +$653K +28,200 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.2M +$8.96M +387,280 +104%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$15.4M +$2.79M +120,650 +20%
FA
18
FC Advisory
Pennsylvania
$15.2M +$86K +3,715 +0.5%
AWM
19
Avior Wealth Management
Nebraska
$14M -$279K -12,035 -2%
BWP
20
Bernardo Wealth Planning
Pennsylvania
$13.9M +$15M +649,515 New
Ameriprise
21
Ameriprise
Minnesota
$12.8M -$748K -32,320 -5%
Creative Planning
22
Creative Planning
Kansas
$12.4M +$217K +9,360 +2%
AC
23
Alexandria Capital
Virginia
$12.1M +$112K +4,825 +0.9%
GA
24
Greytown Advisors
Florida
$11.3M +$1.28M +55,095 +12%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$11.3M +$106K +4,580 +0.9%

MGK Hedge Fund Activity: Q4 2018 in Review

215 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2018, worth a combined $1.86B — down 1.8% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MGK positions and 31 closed out — a net gain of 4 holders — while 65 added to existing stakes and 59 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $268M. The largest seller was Cabana LLC, cutting an estimated $33.8M.

  • 215 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2018, up from 214 in Q3 2018.
  • Funds reported $1.86B of Vanguard Mega Cap Growth ETF stock for Q4 2018, down 1.8% quarter-over-quarter.
  • 35 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2018 and 31 closed out, a net change of +4 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $268M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2018 was Cabana LLC, an estimated $33.8M sold.

Based on aggregated 13F filings for Q4 2018.