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Vanguard Mega Cap Growth ETF

356 hedge funds and large institutions have $4.63B invested in Vanguard Mega Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 111 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $4.13B → $4.63B (+$502M)

11% more funds holding

Funds holding: 322356 (+34)

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

10% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 123

20.83% less ownership

Funds ownership: 264.64%243.82% (-21%)

61% less call options, than puts

Call options by funds: $5.74M | Put options by funds: $14.7M

Holders
356
Holders Change
+34
Holders Change %
+10.56%
% of All Funds
7.18%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.77%
New
62
Increased
111
Reduced
123
Closed
25
Calls
$5.74M
Puts
$14.7M
Net Calls
-$8.93M
Net Calls Change
-$9.81M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$631M +$73.3M +2,035,575 +14%
AIA
2
Angeles Investment Advisors
California
$468M +$58.5M +1,622,245 +15%
Bank of America
3
Bank of America
North Carolina
$405M -$18M -500,710 -4%
CC
4
Cassaday & Co
Virginia
$368M -$4.09M -113,550 -1%
Morgan Stanley
5
Morgan Stanley
New York
$270M -$3.17M -87,870 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$203M -$75.1M -2,084,900 -28%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$184M -$80.5M -2,233,030 -31%
LNC
8
Lincoln National Corp
Pennsylvania
$174M -$4.07M -113,070 -2%
UBS Group
9
UBS Group
Switzerland
$146M -$17.3M -480,115 -11%
Wells Fargo
10
Wells Fargo
California
$137M -$4.91M -136,180 -4%
LPL Financial
11
LPL Financial
California
$105M +$4.26M +118,165 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$66.3M -$3.26M -90,395 -5%
Ameriprise
13
Ameriprise
Minnesota
$50.2M -$955K -26,500 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$49.4M -$9.35M -259,450 -16%
Macquarie Group
15
Macquarie Group
Australia
$46.6M -$97.1M -2,694,050 Closed
DWM
16
Darwin Wealth Management
Florida
$46.5M +$21M +583,635 +87%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$39.8M -$3M -83,335 -7%
MIC
18
Means Investment Company
Maine
$39.6M +$946K +26,260 +3%
Principal Financial Group
19
Principal Financial Group
Iowa
$38.4M -$13.8M -383,030 -27%
Goldman Sachs
20
Goldman Sachs
New York
$36.3M +$20.7M +573,530 +142%
FIG
21
FundX Investment Group
California
$35.4M +$22.7M +630,250 +195%
RJA
22
Raymond James & Associates
Florida
$33.4M -$3.83M -106,340 -11%
HighTower Advisors
23
HighTower Advisors
Illinois
$32.5M +$475K +13,195 +2%
ETC
24
Exchange Traded Concepts
Oklahoma
$31.4M +$30.5M +847,745 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$30.6M +$1.3M +36,045 +5%