We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF

264 hedge funds and large institutions have $2.73B invested in Vanguard Mega Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 94 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

45% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 65

35% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $1.24M

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

15% more funds holding

Funds holding: 229264 (+35)

15% more capital invested

Capital invested by funds: $2.37B → $2.73B (+$362M)

0.17% more ownership

Funds ownership: 265.39%265.56% (+0.17%)

Holders
264
Holders Change
+35
Holders Change %
+15.28%
% of All Funds
5.2%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.59%
New
50
Increased
94
Reduced
65
Closed
15
Calls
$1.68M
Puts
$1.24M
Net Calls
+$434K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$379M +$41.2M +1,492,840 +13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M +$6.15M +222,725 +3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$236M -$2.32M -84,070 -1%
Bank of America
4
Bank of America
North Carolina
$234M -$2.47M -89,375 -1%
Morgan Stanley
5
Morgan Stanley
New York
$169M -$3.93M -142,155 -2%
LNC
6
Lincoln National Corp
Pennsylvania
$156M +$5.41M +195,995 +4%
UBS Group
7
UBS Group
Switzerland
$118M -$1.37M -49,485 -1%
SF
8
Synovus Financial
Georgia
$86M +$172K +6,220 +0.2%
CL
9
Cabana LLC
Arkansas
$82.9M +$6.45M +233,475 +9%
LPL Financial
10
LPL Financial
California
$81.2M +$3.64M +131,920 +5%
Wells Fargo
11
Wells Fargo
California
$78.7M -$11.1M -402,310 -13%
FIA
12
Foundations Investment Advisors
Arizona
$70.8M +$5.62M +203,575 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$44.8M +$2.39M +86,685 +6%
Ameriprise
14
Ameriprise
Minnesota
$31.5M -$1.46M -52,750 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$29.6M +$502K +18,160 +2%
RJA
16
Raymond James & Associates
Florida
$26.8M -$709K -25,660 -3%
HighTower Advisors
17
HighTower Advisors
Illinois
$25.4M +$1.03M +37,345 +4%
HCM
18
Howard Capital Management
Georgia
$25.3M +$23M +831,555 New
GFPC
19
Global Financial Private Capital
Florida
$24.1M +$1.64M +59,525 +8%
FA
20
FC Advisory
Pennsylvania
$19M -$551K -19,965 -3%
AWM
21
Avior Wealth Management
Nebraska
$18.8M -$155K -5,605 -0.9%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$17.3M +$2.16M +78,070 +14%
Stifel Financial
23
Stifel Financial
Missouri
$16.2M +$608K +22,020 +4%
AC
24
Alexandria Capital
Virginia
$15.8M -$376K -13,600 -2%
Creative Planning
25
Creative Planning
Kansas
$14.4M -$544K -19,700 -4%

MGK Hedge Fund Activity: Q4 2019 in Review

264 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2019, worth a combined $2.73B — up 15% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MGK positions and 15 closed out — a net gain of 35 holders — while 94 added to existing stakes and 65 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $41.2M. The largest seller was Deutsche Bank, exiting entirely with an estimated $39.8M sold.

  • 264 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2019, up from 229 in Q3 2019.
  • Funds reported $2.73B of Vanguard Mega Cap Growth ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 50 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2019 and 15 closed out, a net change of +35 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2019 was AssetMark Inc, an estimated $41.2M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2019.