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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
AIM
301
Anchor Investment Management
South Carolina
$543K -$8.36K -165 -2%
IA
302
Insight Advisors
Pennsylvania
$541K -$5.07K -100 -1%
CAG
303
Csenge Advisory Group
Florida
$538K -$54.4K -1,075 -8%
WIA
304
World Investment Advisors
California
$535K +$96.5K +1,905 +20%
FAT
305
First American Trust
California
$531K +$35.7K +705 +7%
OPS
306
Orion Portfolio Solutions
Nebraska
$530K +$36.2K +715 +8%
WCM
307
Windham Capital Management
Massachusetts
$522K – – –
NFG
308
Next Financial Group
Texas
$517K -$118K -2,320 -19%
OAM
309
Oppenheimer Asset Management
New York
$509K -$18K -355 -4%
OC
310
Oarsman Capital
Wisconsin
$509K – – –
AWM
311
Accurate Wealth Management
Florida
$508K +$14.9K +295 +3%
KWM
312
Kaydan Wealth Management
Michigan
$507K +$493K +9,730 New
MWPCG
313
Measured Wealth Private Client Group
New Hampshire
$505K – – –
D
314
Dentgroup
Louisiana
$496K +$482K +9,515 New
SWP
315
Summit Wealth Partners
Florida
$490K +$12.7K +250 +3%
MGIA
316
Matthew Goff Investment Advisor
Texas
$487K -$12.9K -255 -3%
RC
317
Roundview Capital
New Jersey
$485K +$506 +10 +0.1%
SB
318
Simmons Bank
Arkansas
$484K – – –
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$484K +$145K +2,870 +45%
EWA
320
EP Wealth Advisors
California
$483K – – –
CI
321
Carroll Investors
South Carolina
$477K +$471K +9,305 New
FAIM
322
Financial Advocates Investment Management
Washington
$475K -$100K -1,980 -17%
SBIA
323
Sheaff Brock Investment Advisors
Indiana
$473K – – –
PPA
324
Parametric Portfolio Associates
Washington
$472K +$458K +9,050 New
AA
325
Advisory Alpha
Michigan
$470K +$457K +9,020 New
11 12
13
14 15

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.