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Vanguard Mega Cap Growth ETF
MGK

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: 43 → 53 (+10)

23% more capital invested

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

20% more funds holding

Funds holding: 450 → 542 (+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

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$193M
2
AWM
AE Wealth Management
Kansas
+$87.7M
3
AssetMark Inc
AssetMark Inc
California
+$67.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$66.3M
5
PI
PFS Investments
Georgia
+$32.8M

Top Sellers

1
CIC
Cornercap Investment Counsel
Georgia
-$9.82M
2
DWM
Darwin Wealth Management
Florida
-$9.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.99M
4
EF
Empowered Funds
Pennsylvania
-$8.74M
5
BPA
Beacon Pointe Advisors
California
-$8.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
276
Financial Management Network
California
$655K -$4.56K -90 -0.7%
APSP
277
Asset Planning Services (Pennsylvania)
Pennsylvania
$641K +$253 +5 +0%
IFWM
278
Institute for Wealth Management
Colorado
$627K +$129K +2,550 +27%
CGA
279
Crescent Grove Advisors
Illinois
$627K +$609K +12,015 New
TFS
280
TrustCore Financial Services
Tennessee
$624K – – –
MGIA
281
Moneta Group Investment Advisors
Missouri
$623K -$22.8K -450 -4%
PFO
282
Pathstone Family Office
New Jersey
$622K +$1.27K +25 +0.2%
KFGK
283
Keystone Financial Group (Kentucky)
Kentucky
$613K +$224K +4,425 +60%
AAS
284
Avantax Advisory Services
Texas
$611K +$350K +6,915 +144%
CTC
285
Central Trust Company
Missouri
$598K – – –
MMA
286
Miracle Mile Advisors
California
$597K -$14.2K -280 -2%
WDL
287
Well Done LLC
Michigan
$597K – – –
QC
288
Quent Capital
New York
$589K +$572K +11,290 New
C
289
Certuity
Florida
$583K +$566K +11,170 New
LJAC
290
L.J. Altfest & Co
New York
$582K – – –
LF
291
LifeSteps Financial
California
$573K +$2.03K +40 +0.4%
PFA
292
Paradigm Financial Advisors
Missouri
$568K +$1.27K +25 +0.2%
AWM
293
Apollon Wealth Management
South Carolina
$568K +$242K +4,775 +78%
BB
294
Bell Bank
North Dakota
$557K – – –
SFM
295
Signet Financial Management
New Jersey
$557K +$10.4K +205 +2%
LWA
296
LWS Wealth Advisors
New Jersey
$553K +$253 +5 +0%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$548K +$532K +10,505 New
CCP
298
Carmel Capital Partners
California
$546K +$530K +10,460 New
MA
299
Mutual Advisors
Nebraska
$545K +$68.4K +1,350 +15%
OIA
300
OneDigital Investment Advisors
Kansas
$544K -$83.3K -1,645 -14%
10 11
12
13 14

MGK Hedge Fund Activity: Q4 2021 in Review

542 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2021, worth a combined $7.14B — up 23% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MGK positions and 35 closed out — a net gain of 97 holders — while 173 added to existing stakes and 123 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $193M. The largest seller was Cornercap Investment Counsel, exiting entirely with an estimated $9.82M sold.

  • 542 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2021, up from 450 in Q3 2021.
  • Funds reported $7.14B of Vanguard Mega Cap Growth ETF stock for Q4 2021, up 23% quarter-over-quarter.
  • 132 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2021 and 35 closed out, a net change of +97 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2021 was CAPTRUST Financial Advisors, an estimated $193M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2021 was Cornercap Investment Counsel, an estimated $9.82M sold.

Based on aggregated 13F filings for Q4 2021.