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Vanguard Mega Cap Growth ETF

417 hedge funds and large institutions have $4.71B invested in Vanguard Mega Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 119 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 30

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

17% more funds holding

Funds holding: 356417 (+61)

2% more capital invested

Capital invested by funds: $4.63B → $4.71B (+$85.1M)

2% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 117

7.52% less ownership

Funds ownership: 243.82%236.3% (-7.5%)

22% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $19.4M

Holders
417
Holders Change
+61
Holders Change %
+17.13%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.8%
New
97
Increased
119
Reduced
117
Closed
30
Calls
$15.1M
Puts
$19.4M
Net Calls
-$4.33M
Net Calls Change
+$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$742M +$46.7M +1,205,460 +7%
Bank of America
2
Bank of America
North Carolina
$449M +$4M +103,445 +0.9%
CC
3
Cassaday & Co
Virginia
$401M -$3.71M -95,785 -1%
Morgan Stanley
4
Morgan Stanley
New York
$314M +$16.5M +427,305 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$218M -$4.37M -112,885 -2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$200M -$2.46M -63,625 -1%
LNC
7
Lincoln National Corp
Pennsylvania
$192M +$450K +11,615 +0.2%
Wells Fargo
8
Wells Fargo
California
$150M -$511K -13,190 -0.4%
UBS Group
9
UBS Group
Switzerland
$147M -$12.6M -325,025 -8%
LPL Financial
10
LPL Financial
California
$126M +$10.6M +273,800 +10%
AIA
11
Angeles Investment Advisors
California
$75M -$418M -10,790,640 -85%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$68.5M -$4.1M -105,835 -6%
Osaic Holdings
13
Osaic Holdings
Arizona
$60.8M +$6.13M +158,405 +12%
Ameriprise
14
Ameriprise
Minnesota
$60M +$3.94M +101,890 +8%
DWM
15
Darwin Wealth Management
Florida
$57.4M +$6.01M +155,315 +12%
Macquarie Group
16
Macquarie Group
Australia
$47.9M +$45.5M +1,174,600 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$45.3M +$1.47M +37,900 +4%
MIC
18
Means Investment Company
Maine
$44.2M +$732K +18,915 +2%
AWM
19
AE Wealth Management
Kansas
$42.1M +$9.04M +233,565 +29%
RJA
20
Raymond James & Associates
Florida
$36.6M -$61.6K -1,590 -0.2%
FIG
21
FundX Investment Group
California
$36M -$2.71M -69,880 -7%
SS
22
Simplicity Solutions
Minnesota
$31.5M +$8.27M +213,680 +38%
PCFFS
23
Pacific Center for Financial Services
California
$29.9M +$892K +23,045 +3%
AI
24
Accredited Investors
Minnesota
$29.4M -$295K -7,630 -1%
SHJ
25
Sharkey, Howes & Javer
Colorado
$27.8M +$2.51M +64,955 +11%

MGK Hedge Fund Activity: Q4 2020 in Review

417 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2020, worth a combined $4.71B — up 1.8% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MGK positions and 30 closed out — a net gain of 67 holders — while 119 added to existing stakes and 117 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $46.7M. The largest seller was Angeles Investment Advisors, cutting an estimated $418M.

  • 417 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2020, up from 356 in Q3 2020.
  • Funds reported $4.71B of Vanguard Mega Cap Growth ETF stock for Q4 2020, up 1.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2020 and 30 closed out, a net change of +67 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2020 was AssetMark Inc, an estimated $46.7M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2020 was Angeles Investment Advisors, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2020.