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Vanguard Mega Cap Growth ETF

542 hedge funds and large institutions have $7.14B invested in Vanguard Mega Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 173 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 35

41% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 123

23% more funds holding in top 10

Funds holding in top 10: 4353 (+10)

23% more capital invested

Capital invested by funds: $5.79B → $7.14B (+$1.35B)

20% more funds holding

Funds holding: 450542 (+92)

9.99% more ownership

Funds ownership: 238.59%248.58% (+10%)

17% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $14.5M

Holders
542
Holders Change
+92
Holders Change %
+20.44%
% of All Funds
8.34%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.82%
New
132
Increased
173
Reduced
123
Closed
35
Calls
$12.1M
Puts
$14.5M
Net Calls
-$2.42M
Net Calls Change
-$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.3B +$67.3M +1,328,575 +6%
CC
2
Cassaday & Co
Virginia
$545M +$8.37M +165,280 +2%
Bank of America
3
Bank of America
North Carolina
$517M +$7.37M +145,570 +1%
Morgan Stanley
4
Morgan Stanley
New York
$439M +$17.6M +347,265 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$282M +$9.74M +192,275 +4%
LNC
6
Lincoln National Corp
Pennsylvania
$242M -$2.52M -49,790 -1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$227M -$5.81M -114,700 -3%
Wells Fargo
8
Wells Fargo
California
$217M +$21.1M +416,180 +11%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$210M +$193M +3,805,605 +1,788%
LPL Financial
10
LPL Financial
California
$182M +$1.03M +20,325 +0.6%
UBS Group
11
UBS Group
Switzerland
$172M +$7.42M +146,595 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$169M +$66.3M +1,308,315 +67%
AWM
13
AE Wealth Management
Kansas
$148M +$87.7M +1,731,800 +157%
SF
14
Synovus Financial
Georgia
$119M -$668K -13,180 -0.6%
Ameriprise
15
Ameriprise
Minnesota
$103M +$2.46M +48,665 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$95.5M +$2.58M +50,975 +3%
AIA
17
Angeles Investment Advisors
California
$86.3M -$2.71M -53,465 -3%
HighTower Advisors
18
HighTower Advisors
Illinois
$73.6M +$20.8M +411,330 +41%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$64.4M +$3.66M +72,220 +6%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$57.4M +$1.8M +35,600 +3%
BPA
21
Beacon Pointe Advisors
California
$52.6M -$8.59M -169,585 -14%
MIC
22
Means Investment Company
Maine
$46.7M +$2.87M +56,730 +7%
RJA
23
Raymond James & Associates
Florida
$44.9M +$2.44M +48,180 +6%
DWM
24
Darwin Wealth Management
Florida
$38.9M -$9.32M -183,990 -18%
AI
25
Accredited Investors
Minnesota
$38M -$470K -9,280 -1%