We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF

541 hedge funds and large institutions have $6.2B invested in Vanguard Mega Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 151 increasing their positions, 194 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.66M

207% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 30

27% more capital invested

Capital invested by funds: $4.86B → $6.2B (+$1.34B)

22% more funds holding in top 10

Funds holding in top 10: 3745 (+8)

10% more funds holding

Funds holding: 490541 (+51)

5.94% more ownership

Funds ownership: 254.69%260.63% (+5.9%)

22% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 194

Holders
541
Holders Change
+51
Holders Change %
+10.41%
% of All Funds
8.62%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.72%
New
92
Increased
151
Reduced
194
Closed
30
Calls
$6.38M
Puts
$1.66M
Net Calls
+$4.72M
Net Calls Change
-$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
E
226
ETFidea
New York
$897K -$26.3K -695 -3%
CGA
227
Crescent Grove Advisors
Illinois
$887K -$45.7K -1,205 -5%
WFA
228
Wellspring Financial Advisors
Ohio
$864K +$1.14K +30 +0.1%
CAS
229
Coppell Advisory Solutions
Texas
$860K +$799K +21,095 +6,491%
CASC
230
Coppell Advisory Solutions Corp
Texas
$860K +$799K +21,095 +6,491%
Brown Advisory
231
Brown Advisory
Maryland
$860K -$23.9K -630 -3%
VF
232
Virtu Financial
New York
$859K -$728K -19,210 -48%
FOFP
233
Fee-Only Financial Planning
South Carolina
$859K
CS
234
Comerica Securities
Michigan
$856K -$22.4K -590 -3%
RSWM
235
Robertson Stephens Wealth Management
California
$842K -$1.14M -30,210 -59%
LF
236
LifeSteps Financial
California
$838K -$182K -4,800 -19%
WWM
237
Western Wealth Management
Colorado
$836K +$13.3K +350 +2%
ACP
238
Aveo Capital Partners
Colorado
$826K -$28.8K -760 -4%
DWMG
239
DB Wealth Management Group
California
$822K -$47.2K -1,245 -6%
NL
240
NWAM LLC
Washington
$800K -$66.3K -1,750 -8%
MWM
241
Meridian Wealth Management
Kentucky
$798K -$15K -395 -2%
ATC
242
Argent Trust Co
Tennessee
$792K
ANHIM
243
Alan N. Hoffman Investment Management
Massachusetts
$790K -$136K -3,595 -16%
NFG
244
Nations Financial Group
Iowa
$787K -$46.8K -1,235 -6%
LFA
245
Legacy Financial Advisors
Kentucky
$774K +$12.9K +340 +2%
SIAS
246
Summit Investment Advisory Services
Minnesota
$763K +$7.77K +205 +1%
SIA
247
Schechter Investment Advisors
Michigan
$749K -$3.22K -85 -0.5%
PA
248
Procyon Advisors
Connecticut
$744K -$16.3K -430 -2%
Vontobel Holding
249
Vontobel Holding
Switzerland
$736K +$682K +18,000 New
WA
250
Wealthstream Advisors
New York
$734K +$947 +25 +0.1%

MGK Hedge Fund Activity: Q1 2023 in Review

541 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2023, worth a combined $6.2B — up 27% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MGK positions and 30 closed out — a net gain of 62 holders — while 151 added to existing stakes and 194 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $177M. The largest seller was Royal Bank of Canada, cutting an estimated $29.2M.

  • 541 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2023, up from 490 in Q4 2022.
  • Funds reported $6.2B of Vanguard Mega Cap Growth ETF stock for Q1 2023, up 27% quarter-over-quarter.
  • 92 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2023 and 30 closed out, a net change of +62 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2023 was Wellington Management Group, an estimated $177M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $29.2M sold.

Based on aggregated 13F filings for Q1 2023.