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Vanguard Mega Cap Growth ETF

234 hedge funds and large institutions have $2.36B invested in Vanguard Mega Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $2.2B → $2.36B (+$162M)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

1% more funds holding

Funds holding: 232234 (+2)

1.64% less ownership

Funds ownership: 268.72%267.08% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.46%
New
19
Increased
71
Reduced
65
Closed
14
Calls
$1.61M
Puts
Net Calls
+$1.61M
Net Calls Change
+$679K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$296M -$5.6M -220,040 -2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$289M -$10M -393,375 -3%
AssetMark Inc
3
AssetMark Inc
California
$275M +$27.4M +1,077,215 +11%
Bank of America
4
Bank of America
North Carolina
$213M -$6.01M -236,025 -3%
Morgan Stanley
5
Morgan Stanley
New York
$158M +$5.57M +218,940 +4%
LNC
6
Lincoln National Corp
Pennsylvania
$136M +$2.97M +116,710 +2%
UBS Group
7
UBS Group
Switzerland
$106M +$2.54M +99,615 +2%
SF
8
Synovus Financial
Georgia
$74.5M -$40.5K -1,590 -0.1%
LPL Financial
9
LPL Financial
California
$67.8M +$844K +33,150 +1%
Wells Fargo
10
Wells Fargo
California
$67.1M +$1.06M +41,705 +2%
FIA
11
Foundations Investment Advisors
Arizona
$52.4M +$50.3M +1,977,605 New
Deutsche Bank
12
Deutsche Bank
Germany
$39.2M +$322K +12,670 +0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$32.5M -$2.52M -99,210 -7%
RJA
14
Raymond James & Associates
Florida
$31M +$925K +36,350 +3%
Ameriprise
15
Ameriprise
Minnesota
$28.2M +$3.33M +130,995 +14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$25.6M -$332K -13,050 -1%
HighTower Advisors
17
HighTower Advisors
Illinois
$22.1M -$281K -11,055 -1%
GFPC
18
Global Financial Private Capital
Florida
$20.9M +$20.5M +805,095 New
FA
19
FC Advisory
Pennsylvania
$17.5M -$506K -19,880 -3%
AWM
20
Avior Wealth Management
Nebraska
$16.9M -$100K -3,940 -0.6%
AC
21
Alexandria Capital
Virginia
$15.3M +$586K +23,015 +4%
EPP
22
ETF Portfolio Partners
Kansas
$14.8M +$7.48M +293,805 +102%
Creative Planning
23
Creative Planning
Kansas
$13.8M -$79.7K -3,130 -0.6%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$13.7M +$818K +32,160 +6%
Stifel Financial
25
Stifel Financial
Missouri
$12.5M +$3.57M +140,110 +41%

MGK Hedge Fund Activity: Q2 2019 in Review

234 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2019, worth a combined $2.36B — up 7.4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGK positions and 14 closed out — a net gain of 5 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $50.3M. The largest seller was Goldman Sachs, cutting an estimated $34.9M.

  • 234 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2019, up from 232 in Q1 2019.
  • Funds reported $2.36B of Vanguard Mega Cap Growth ETF stock for Q2 2019, up 7.4% quarter-over-quarter.
  • 19 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2019 and 14 closed out, a net change of +5 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2019 was Foundations Investment Advisors, an estimated $50.3M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2019 was Goldman Sachs, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2019.