We are live on ! Find out more
MGK icon

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
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$751K -$4.14K -75 -0.6%
Koshinski Asset Management
352
Koshinski Asset Management
Illinois
$733K -$572K -10,365 -45%
LCM
353
Lazari Capital Management
California
$726K -$6.34K -115 -0.9%
MG
354
Mather Group
Illinois
$724K +$317K +5,740 +70%
WP
355
Westmount Partners
California
$723K
OIA
356
OneDigital Investment Advisors
Kansas
$719K -$1.93K -35 -0.3%
EFS
357
Essex Financial Services
Connecticut
$719K -$182K -3,290 -21%
BAM
358
BOCHK Asset Management
Hong Kong
$717K +$690K +12,500 New
HWA
359
Heartwood Wealth Advisors
Virginia
$710K +$684K +12,390 New
WFAG
360
Wescott Financial Advisory Group
Pennsylvania
$706K
CFGS
361
Concourse Financial Group Securities
Alabama
$694K +$59K +1,070 +10%
PWG
362
Private Wealth Group
Florida
$693K
WCG
363
Weaver Consulting Group
California
$690K -$2.76K -50 -0.4%
AF
364
Allworth Financial
California
$687K -$552 -10 -0.1%
VFPW
365
Vantage Financial Partners (Wisconsin)
Wisconsin
$684K +$828 +15 +0.1%
SWM
366
Silverlake Wealth Management
Vermont
$682K +$142K +2,580 +28%
SMC
367
Smith, Moore & Co
Missouri
$677K -$115K -2,080 -15%
ML
368
McAdam LLC
Pennsylvania
$669K +$113K +2,055 +21%
SIMC
369
Squire Investment Management Company
Utah
$666K
FMN
370
Financial Management Network
California
$665K +$652K +11,815 New
AWM
371
Apollon Wealth Management
South Carolina
$661K -$11.9K -215 -2%
CCMG
372
Clark Capital Management Group
Pennsylvania
$661K +$636K +11,530 New
CTC
373
Central Trust Company
Missouri
$658K
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$657K +$48.3K +875 +8%
Empower Advisory Group
375
Empower Advisory Group
Colorado
$648K +$255K +4,630 +69%

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.