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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
FPAS
276
Focus Partners Advisor Solutions
Missouri
$599K +$555K +14,635 New
FMN
277
Financial Management Network
California
$583K +$64K +1,690 +13%
Lido Advisors
278
Lido Advisors
California
$579K +$536K +14,155 New
Kovitz Investment Group Partners
279
Kovitz Investment Group Partners
Illinois
$573K -$10.8K -285 -2%
NRI
280
NFP Retirement Inc
California
$569K +$29.4K +775 +6%
MIA
281
MMBG Investment Advisors
Florida
$555K -$6.63K -175 -1%
CG
282
Colony Group
Massachusetts
$548K +$14.8K +390 +3%
Betterment LLC
283
Betterment LLC
New York
$547K +$105K +2,765 +26%
RFN
284
Redwood Financial Network
Ohio
$541K -$220K -5,815 -31%
SB
285
Strategic Blueprint
Georgia
$540K -$25.6K -675 -5%
Thrivent Financial for Lutherans
286
Thrivent Financial for Lutherans
Minnesota
$536K +$272K +7,190 +122%
RA
287
Rodgers & Associates
Pennsylvania
$532K -$23.7K -625 -5%
SMC
288
Smith, Moore & Co
Missouri
$527K -$2.08K -55 -0.4%
LOIP
289
Live Oak Investment Partners
Texas
$519K
AWM
290
Apollon Wealth Management
South Carolina
$518K +$45.1K +1,190 +10%
WP
291
Westmount Partners
California
$516K
CW
292
CreativeOne Wealth
Kansas
$511K +$473K +12,490 New
Citadel Advisors
293
Citadel Advisors
Florida
$511K -$1.39M -36,765 -75%
VFPW
294
Vantage Financial Partners (Wisconsin)
Wisconsin
$511K +$568 +15 +0.1%
WFAG
295
Wescott Financial Advisory Group
Pennsylvania
$504K
CAG
296
Csenge Advisory Group
Florida
$503K -$61.4K -1,620 -12%
WCG
297
Weaver Consulting Group
California
$497K -$4.74K -125 -1%
MA
298
Mutual Advisors
Nebraska
$496K +$5.68K +150 +1%
PWG
299
Private Wealth Group
Florida
$495K
BAM
300
Berkshire Asset Management
Pennsylvania
$476K -$14.4K -380 -3%

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.