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Vanguard Mega Cap Growth ETF

322 hedge funds and large institutions have $4.13B invested in Vanguard Mega Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 17

69% more capital invested

Capital invested by funds: $2.44B → $4.13B (+$1.68B)

63% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $1.38M

29% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 84

20.85% more ownership

Funds ownership: 243.79%264.64% (+21%)

18% more funds holding

Funds holding: 272322 (+50)

17% more funds holding in top 10

Funds holding in top 10: 3035 (+5)

Holders
322
Holders Change
+50
Holders Change %
+18.38%
% of All Funds
6.6%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.72%
New
68
Increased
108
Reduced
84
Closed
17
Calls
$2.25M
Puts
$1.38M
Net Calls
+$874K
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$459M +$29M +972,720 +7%
Bank of America
2
Bank of America
North Carolina
$373M +$82.5M +2,765,405 +32%
AIA
3
Angeles Investment Advisors
California
$360M +$302M +10,119,735 +1,138%
CC
4
Cassaday & Co
Virginia
$329M +$125M +4,199,625 +72%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$247M -$10.8M -361,270 -5%
Morgan Stanley
6
Morgan Stanley
New York
$241M +$18.7M +627,155 +9%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$236M -$14.2M -476,165 -6%
LNC
8
Lincoln National Corp
Pennsylvania
$157M -$1.3M -43,465 -0.9%
UBS Group
9
UBS Group
Switzerland
$144M +$4.97M +166,470 +4%
Wells Fargo
10
Wells Fargo
California
$125M +$29.3M +980,880 +34%
LPL Financial
11
LPL Financial
California
$88.5M +$10.4M +348,545 +15%
Macquarie Group
12
Macquarie Group
Australia
$88.1M +$76.5M +2,563,250 +1,960%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$61.4M +$2.28M +76,515 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$52.1M +$5.14M +172,170 +12%
Principal Financial Group
15
Principal Financial Group
Iowa
$46.4M +$42.3M +1,418,085 New
Ameriprise
16
Ameriprise
Minnesota
$45M +$12.1M +406,090 +42%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$37.8M +$4.01M +134,220 +13%
MIC
18
Means Investment Company
Maine
$35M +$16.7M +560,535 +131%
AWM
19
AE Wealth Management
Kansas
$34.5M +$20.3M +680,530 +181%
RJA
20
Raymond James & Associates
Florida
$32.9M +$865K +29,000 +3%
HighTower Advisors
21
HighTower Advisors
Illinois
$28.3M +$603K +20,225 +2%
GFPC
22
Global Financial Private Capital
Florida
$27.5M +$549K +18,405 +2%
CL
23
Cabana LLC
Arkansas
$27M +$24.6M +825,530 New
SS
24
Simplicity Solutions
Minnesota
$26.2M +$19.3M +645,260 +417%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$25.8M +$12.9M +431,570 +120%

MGK Hedge Fund Activity: Q2 2020 in Review

322 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2020, worth a combined $4.13B — up 69% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MGK positions and 17 closed out — a net gain of 51 holders — while 108 added to existing stakes and 84 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $302M. The largest seller was Synovus Financial, cutting an estimated $31.9M.

  • 322 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2020, up from 272 in Q1 2020.
  • Funds reported $4.13B of Vanguard Mega Cap Growth ETF stock for Q2 2020, up 69% quarter-over-quarter.
  • 68 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2020 and 17 closed out, a net change of +51 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2020 was Angeles Investment Advisors, an estimated $302M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2020 was Synovus Financial, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2020.