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Vanguard Mega Cap Growth ETF

526 hedge funds and large institutions have $5.95B invested in Vanguard Mega Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 165

1% more call options, than puts

Call options by funds: $8.31M | Put options by funds: $8.19M

8% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 61

3% less funds holding

Funds holding: 542526 (-16)

8% less funds holding in top 10

Funds holding in top 10: 5349 (-4)

16.19% less ownership

Funds ownership: 248.58%232.39% (-16%)

17% less capital invested

Capital invested by funds: $7.14B → $5.95B (-$1.19B)

Holders
526
Holders Change
-16
Holders Change %
-2.95%
% of All Funds
8.3%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.77%
New
56
Increased
176
Reduced
165
Closed
61
Calls
$8.31M
Puts
$8.19M
Net Calls
+$114K
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Summit Wealth Partners
Florida
$494K +$51K +1,100 +12%
AIM
302
Anchor Investment Management
South Carolina
$490K
CWM
303
Campbell Wealth Management
Virginia
$488K +$69.5K +1,500 +17%
CAM
304
Concorde Asset Management
Michigan
$487K +$479K +10,340 New
NA
305
Nottingham Advisors
New York
$477K -$119K -2,560 -20%
SFM
306
Signet Financial Management
New Jersey
$476K -$26.9K -580 -5%
WCM
307
Windham Capital Management
Massachusetts
$471K
CFG
308
Citizens Financial Group
Rhode Island
$471K +$463K +10,000 New
DA
309
Doliver Advisors
Texas
$471K +$463K +10,000 New
OC
310
Oarsman Capital
Wisconsin
$460K
MWPCG
311
Measured Wealth Private Client Group
New Hampshire
$456K
PIP
312
Peachtree Investment Partners
Florida
$451K -$1.77M -38,210 -80%
D
313
Dentgroup
Louisiana
$448K
AG
314
Ascent Group
Virginia
$446K +$78.1K +1,685 +22%
RC
315
Roundview Capital
New Jersey
$438K +$232 +5 +0.1%
SB
316
Simmons Bank
Arkansas
$437K
USCWA
317
U.S. Capital Wealth Advisors
Texas
$434K +$125K +2,705 +42%
SBIA
318
Sheaff Brock Investment Advisors
Indiana
$428K +$1.62K +35 +0.4%
AP
319
Adero Partners
California
$415K
CI
320
Carroll Investors
South Carolina
$412K -$18.3K -395 -4%
RJT
321
Raymond James Trust
Florida
$406K
Financial Engines Advisors
322
Financial Engines Advisors
California
$406K +$400K +8,630 New
NHC
323
Nicholas Hoffman & Company
Georgia
$404K
5L
324
55I LLC
Massachusetts
$404K +$117K +2,530 +42%
B
325
Bailard
California
$400K

MGK Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2022, worth a combined $5.95B — down 17% from $7.14B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of MGK and 56 opened new positions — a net loss of 5 holders — while 165 trimmed existing stakes and 176 added.

The largest buyer was Aaron Wealth Advisors, opening a new position worth an estimated $143M. The largest seller was AE Wealth Management, cutting an estimated $114M.

  • 526 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2022, down from 542 in Q4 2021.
  • Funds reported $5.95B of Vanguard Mega Cap Growth ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 56 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2022 and 61 closed out, a net change of -5 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $143M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2022 was AE Wealth Management, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2022.