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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
BFA
376
Buttonwood Financial Advisors
Maryland
$639K +$3.04K +55 +0.5%
IF
377
Intrua Financial
Texas
$638K -$61.8K -1,120 -9%
CGFA
378
Colton Groome Financial Advisors
North Carolina
$637K +$125K +2,265 +26%
FWP
379
FAS Wealth Partners
Kansas
$634K +$611K +11,065 New
CIA
380
Choate Investment Advisors
Massachusetts
$630K +$606K +10,990 New
NRI
381
NFP Retirement Inc
California
$619K -$178K -3,220 -23%
TC
382
TownSquare Capital
Utah
$609K +$146K +2,655 +33%
JWA
383
JFS Wealth Advisors
Pennsylvania
$606K +$583K +10,570 New
ECA
384
Elevated Capital Advisors
Utah
$601K -$17.4K -315 -3%
FHC
385
First Heartland Consultants
Missouri
$595K +$572K +10,375 New
AP
386
Adero Partners
California
$591K
SWP
387
Summit Wealth Partners
Florida
$586K -$22.9K -415 -4%
RA
388
Rodgers & Associates
Pennsylvania
$579K -$34.5K -625 -6%
HIC
389
Hartline Investment Corp
Illinois
$576K -$238K -4,305 -30%
BCA
390
Bay Colony Advisors
Massachusetts
$576K +$77.8K +1,410 +16%
LAS
391
Legacy Advisory Services
Pennsylvania
$575K -$51.6K -935 -9%
VWM
392
Venturi Wealth Management
Texas
$573K -$690K -12,500 -56%
PP
393
PrairieView Partners
Minnesota
$572K
WAM
394
WealthTrust Asset Management
Florida
$569K +$547K +9,920 New
EFG
395
Embree Financial Group
Illinois
$567K -$119K -2,150 -18%
IFWM
396
Institute for Wealth Management
Colorado
$565K +$22.1K +400 +4%
DWM
397
Dopkins Wealth Management
New York
$565K +$309K +5,605 +132%
BAM
398
Berkshire Asset Management
Pennsylvania
$564K -$4.14K -75 -0.8%
VWM
399
Vigilare Wealth Management
Arizona
$557K +$537K +9,725 New
LJAC
400
L.J. Altfest & Co
New York
$557K

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.