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Vanguard Mega Cap Growth ETF

709 hedge funds and large institutions have $9.58B invested in Vanguard Mega Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 266 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 46

30% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 205

22% more funds holding in top 10

Funds holding in top 10: 5162 (+11)

7% more capital invested

Capital invested by funds: $8.97B → $9.58B (+$609M)

5% more funds holding

Funds holding: 675709 (+34)

19.75% less ownership

Funds ownership: 272.88%253.13% (-20%)

74% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $139M

Holders
709
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
10.21%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.89%
New
91
Increased
266
Reduced
205
Closed
46
Calls
$36.6M
Puts
$139M
Net Calls
-$102M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
301
Summit Investment Advisory Services
Minnesota
$1.16M -$17.4K -315 -2%
KAM
302
Knightsbridge Asset Management
California
$1.16M
ANHIM
303
Alan N. Hoffman Investment Management
Massachusetts
$1.14M -$16.8K -305 -2%
ACP
304
Aveo Capital Partners
Colorado
$1.14M -$37.5K -680 -3%
RCM
305
Ridgepath Capital Management
Tennessee
$1.12M +$731K +13,255 +211%
UAG
306
United Advisor Group
Ohio
$1.12M +$74.5K +1,350 +7%
LF
307
LifeSteps Financial
California
$1.11M -$91.6K -1,660 -8%
LWM
308
Liberty Wealth Management
California
$1.1M -$880K -15,945 -45%
MA
309
Mutual Advisors
Nebraska
$1.08M +$218K +3,955 +27%
AG
310
AlTi Global
New York
$1.08M
Corient Private Wealth
311
Corient Private Wealth
Florida
$1.08M -$41.7K -755 -4%
CA
312
Continuum Advisory
Idaho
$1.07M -$1.53M -27,670 -60%
RJT
313
Raymond James Trust
Florida
$1.07M +$87.7K +1,590 +9%
Betterment LLC
314
Betterment LLC
New York
$1.07M -$18.8K -340 -2%
GC
315
Grimes & Company
Massachusetts
$1.07M +$123K +2,230 +14%
ASN
316
Advisory Services Network
Georgia
$1.06M +$4.41K +80 +0.4%
WA
317
Wealthstream Advisors
New York
$1.03M
SIA
318
Schechter Investment Advisors
Michigan
$1.03M +$276 +5 +0%
DAS
319
Diversify Advisory Services
Utah
$1.02M +$987K +17,880 New
Vontobel Holding
320
Vontobel Holding
Switzerland
$1M -$621K -11,255 -39%
SMA
321
Sage Mountain Advisors
Georgia
$996K -$41.7K -755 -4%
BSW
322
Buckingham Strategic Wealth
Missouri
$995K
IA
323
Insight Advisors
Pennsylvania
$992K +$25.1K +455 +3%
BAM
324
Belpointe Asset Management
Nevada
$987K -$3.59K -65 -0.4%
ETIA
325
Epic Trust Investment Advisors
Washington
$980K -$157K -2,840 -14%

MGK Hedge Fund Activity: Q1 2024 in Review

709 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2024, worth a combined $9.58B — up 6.8% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new MGK positions and 46 closed out — a net gain of 45 holders — while 266 added to existing stakes and 205 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $468M.

  • 709 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2024, up from 675 in Q4 2023.
  • Funds reported $9.58B of Vanguard Mega Cap Growth ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 91 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2024 and 46 closed out, a net change of +45 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2024 was Angeles Investment Advisors, an estimated $110M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $468M sold.

Based on aggregated 13F filings for Q1 2024.