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Vanguard Mega Cap Growth ETF
MGK

542 hedge funds and large institutions have $7.14B invested in Vanguard Mega Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 173 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 35

41% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 123

23% more funds holding in top 10

Funds holding in top 10: 43 → 53 (+10)

23% more capital invested

Capital invested by funds: $5.79B → $7.14B (+$1.35B)

20% more funds holding

Funds holding: 450 → 542 (+92)

9.99% more ownership

Funds ownership: 238.59% → 248.58% (+10%)

17% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $14.5M

Holders
542
Holders Change
+92
Holders Change %
+20.44%
% of All Funds
8.34%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.82%
New
132
Increased
173
Reduced
123
Closed
35
Calls
$12.1M
Puts
$14.5M
Net Calls
-$2.42M
Net Calls Change
-$8.77M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$193M
2
AWM
AE Wealth Management
Kansas
+$87.7M
3
AssetMark Inc
AssetMark Inc
California
+$67.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$66.3M
5
PI
PFS Investments
Georgia
+$32.8M

Top Sellers

1
CIC
Cornercap Investment Counsel
Georgia
-$9.82M
2
DWM
Darwin Wealth Management
Florida
-$9.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.99M
4
EF
Empowered Funds
Pennsylvania
-$8.74M
5
BPA
Beacon Pointe Advisors
California
-$8.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
GM
376
GeoWealth Management
Illinois
$319K -$1.19M -23,405 -79%
M&T Bank
377
M&T Bank
New York
$316K – – –
5L
378
55I LLC
Massachusetts
$315K +$70.9K +1,400 +30%
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$311K +$40.8K +805 +16%
PWW
380
Pettyjohn Wood & White
Virginia
$310K -$31.1K -615 -9%
CRWM
381
Castle Rock Wealth Management
California
$310K – – –
FMWA
382
Forvis Mazars Wealth Advisors
Missouri
$310K +$301K +5,940 New
NEPWA
383
New England Private Wealth Advisors
Massachusetts
$303K +$506 +10 +0.2%
GW
384
GW & Wade
Massachusetts
$302K +$506 +10 +0.2%
SWA
385
Sax Wealth Advisors
New Jersey
$302K +$22.8K +450 +8%
BHIA
386
Birch Hill Investment Advisors
Massachusetts
$300K – – –
CIA
387
Capital Investment Advisors
Georgia
$298K -$27.1K -535 -9%
SF
388
Summit Financial
New Jersey
$297K +$760 +15 +0.3%
KIA
389
KCM Investment Advisors
California
$296K – – –
BWM
390
Birchcreek Wealth Management
Ohio
$293K – – –
TPA
391
Trivium Point Advisory
Connecticut
$290K -$8.86K -175 -3%
CCMG
392
Clark Capital Management Group
Pennsylvania
$288K +$280K +5,530 New
Fisher Asset Management
393
Fisher Asset Management
Washington
$286K +$28.9K +570 +12%
FHA
394
Flagship Harbor Advisors
Massachusetts
$283K -$8.61K -170 -3%
XF
395
XML Financial
Maryland
$282K -$2.53K -50 -0.9%
RIA
396
Regal Investment Advisors
Michigan
$279K -$46.3K -915 -15%
Betterment LLC
397
Betterment LLC
New York
$277K +$269K +5,310 New
MF
398
Manchester Financial
California
$276K – – –
CG
399
Colony Group
Massachusetts
$274K +$266K +5,255 New
S
400
SignatureFD
Georgia
$272K – – –
14 15
16
17 18

MGK Hedge Fund Activity: Q4 2021 in Review

542 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2021, worth a combined $7.14B — up 23% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MGK positions and 35 closed out — a net gain of 97 holders — while 173 added to existing stakes and 123 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $193M. The largest seller was Cornercap Investment Counsel, exiting entirely with an estimated $9.82M sold.

  • 542 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2021, up from 450 in Q3 2021.
  • Funds reported $7.14B of Vanguard Mega Cap Growth ETF stock for Q4 2021, up 23% quarter-over-quarter.
  • 132 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2021 and 35 closed out, a net change of +97 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2021 was CAPTRUST Financial Advisors, an estimated $193M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2021 was Cornercap Investment Counsel, an estimated $9.82M sold.

Based on aggregated 13F filings for Q4 2021.