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Vanguard Mega Cap Growth ETF

747 hedge funds and large institutions have $12.2B invested in Vanguard Mega Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 266 increasing their positions, 246 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $6.12M

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

17.66% more ownership

Funds ownership: 254.26%271.91% (+18%)

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.28B)

1% more funds holding

Funds holding: 736747 (+11)

8% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 246

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

Holders
747
Holders Change
+11
Holders Change %
+1.49%
% of All Funds
10.73%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.82%
New
70
Increased
266
Reduced
246
Closed
50
Calls
$34.4M
Puts
$6.12M
Net Calls
+$28.3M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$868K +$23.4K +375 +3%
LFA
352
Legacy Financial Advisors
Kentucky
$853K -$26.8K -430 -3%
OIA
353
OneDigital Investment Advisors
Kansas
$834K -$4.99K -80 -0.6%
WP
354
WMS Partners
Maryland
$833K +$540K +8,665 +203%
LOIP
355
Live Oak Investment Partners
Texas
$817K
WP
356
Westmount Partners
California
$812K
GF
357
Gries Financial
Ohio
$807K +$360K +5,775 +85%
GTAM
358
Global Trust Asset Management
Florida
$805K +$273K +4,375 +54%
FFA
359
Florida Financial Advisors
Florida
$804K +$128K +2,060 +20%
NFG
360
Nations Financial Group
Iowa
$802K -$36.5K -585 -4%
LCM
361
Lazari Capital Management
California
$799K -$15.6K -250 -2%
WFAG
362
Wescott Financial Advisory Group
Pennsylvania
$794K +$312 +5 +0%
CTC
363
Central Trust Company
Missouri
$794K +$53K +850 +7%
BFG
364
Berger Financial Group
Minnesota
$793K +$768K +12,310 New
BCA
365
Bay Colony Advisors
Massachusetts
$791K +$29.3K +470 +4%
HWA
366
Heartwood Wealth Advisors
Virginia
$790K -$7.17K -115 -0.9%
AT
367
Avalon Trust
New Mexico
$789K -$59.9K -960 -7%
SIAS
368
Summit Investment Advisory Services
Minnesota
$786K +$762K +12,215 New
IPA
369
Investment Planning Advisors
Georgia
$783K
PWG
370
Private Wealth Group
Florida
$778K
VPIM
371
Vanguard Personalized Indexing Management
California
$775K -$15.6K -250 -2%
BAM
372
Belpointe Asset Management
Nevada
$771K +$6.55K +105 +0.9%
IFWM
373
Institute for Wealth Management
Colorado
$764K +$181K +2,905 +32%
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$762K +$46.8K +750 +7%
FMN
375
Financial Management Network
California
$759K

MGK Hedge Fund Activity: Q3 2024 in Review

747 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2024, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MGK positions and 50 closed out — a net gain of 20 holders — while 266 added to existing stakes and 246 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $500M. The largest seller was MFA Wealth Advisors, cutting an estimated $29.8M.

  • 747 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2024, up from 736 in Q2 2024.
  • Funds reported $12.2B of Vanguard Mega Cap Growth ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 70 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2024 and 50 closed out, a net change of +20 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2024 was Howard Capital Management, an estimated $500M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2024 was MFA Wealth Advisors, an estimated $29.8M sold.

Based on aggregated 13F filings for Q3 2024.