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Vanguard Mega Cap Growth ETF
MGK

Overview Fund Activity

671 hedge funds and large institutions have $8.96B invested in Vanguard Mega Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 216 increasing their positions, 185 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+94
Holders Change %
+16.29%
% of All Funds
9.84%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.75%
New
132
Increased
216
Reduced
185
Closed
29
Calls
$23.9M
Puts
$228M
Net Calls
-$204M
Net Calls Change
-$209M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$895M
2
Cerity Partners
2
Cerity Partners
New York
$81.9M
3
AssetMark Inc
3
AssetMark Inc
California
$1.79B
4
PCM
4
Piedmont Capital Management
Montana
$30.3M
5
LPL Financial
5
LPL Financial
California
$221M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$220M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$202M
3
Bank of America
3
Bank of America
North Carolina
$456M
4
AT
4
American Trust
Kentucky
$33.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
Apollon Wealth Management
South Carolina
$610K -$34K -131 -5%
SIMC
352
Squire Investment Management Company
Utah
$603K +$603K +2,325 New
SPC
353
Sigma Planning Corp
Michigan
$596K -$1.09M -4,188 -65%
CTC
354
Central Trust Company
Missouri
$596K – – –
LMKC
355
L.M. Kohn & Company
Ohio
$586K +$586K +2,260 New
BFA
356
Buttonwood Financial Advisors
Maryland
$575K -$13K -50 -2%
CFGS
357
Concourse Financial Group Securities
Alabama
$573K +$64.4K +248 +13%
WCM
358
Windham Capital Management
Massachusetts
$570K +$1.04K +4 +0.2%
ECA
359
Elevated Capital Advisors
Utah
$561K -$13K -50 -2%
RA
360
Rodgers & Associates
Pennsylvania
$556K -$22.1K -85 -4%
EH
361
Equitable Holdings
New York
$554K -$20.5K -79 -4%
SWP
362
Summit Wealth Partners
Florida
$552K – – –
Bank of Montreal
363
Bank of Montreal
Ontario, Canada
$552K -$434K -1,657 -44%
PIA
364
Pinion Investment Advisors
Kansas
$550K -$14.8K -57 -3%
AP
365
Adero Partners
California
$535K – – –
PP
366
PrairieView Partners
Minnesota
$517K – – –
USCWA
367
U.S. Capital Wealth Advisors
Texas
$515K – – –
BAM
368
Berkshire Asset Management
Pennsylvania
$515K – – –
LJAC
369
L.J. Altfest & Co
New York
$505K – – –
SWM
370
Spire Wealth Management
Virginia
$505K +$80.4K +300 +19%
ML
371
McAdam LLC
Pennsylvania
$499K +$153K +590 +44%
AFG
372
Atomi Financial Group
New York
$495K +$495K +1,906 New
SFPG
373
Stonebridge Financial Planning Group
Florida
$495K -$22.1K -85 -4%
IFWM
374
Institute for Wealth Management
Colorado
$491K +$3.63K +14 +0.7%
GWP
375
Gateway Wealth Partners
Wisconsin
$488K +$36.1K +139 +8%
13 14
15
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