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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
MMPW
401
Mitchell McLeod Pugh & Williams
Alabama
$555K -$303K -5,500 -36%
SFM
402
Signet Financial Management
New Jersey
$553K +$37.2K +675 +8%
CWM
403
Campbell Wealth Management
Virginia
$552K +$59.6K +1,080 +13%
RZH
404
Relyea Zuckerberg Hanson
Connecticut
$552K +$531K +9,625 New
DAS
405
Dynamic Advisor Solutions
Arizona
$548K +$56.6K +1,025 +12%
AWM
406
Accurate Wealth Management
Florida
$539K +$80.8K +1,465 +17%
AFAS
407
Acorn Financial Advisory Services
Virginia
$537K
SWM
408
Spire Wealth Management
Virginia
$534K -$6.07K -110 -1%
Russell Investments Group
409
Russell Investments Group
United Kingdom
$533K +$513K +9,300 New
SIG
410
Stonegate Investment Group
Alabama
$530K +$51.3K +930 +11%
MWPCG
411
Measured Wealth Private Client Group
New Hampshire
$527K
SFPG
412
Stonebridge Financial Planning Group
Florida
$525K -$20.7K -375 -4%
GVAG
413
Great Valley Advisor Group
Delaware
$516K +$17.9K +325 +4%
PP
414
Pegasus Partners
Wisconsin
$515K
WWM
415
Western Wealth Management
Colorado
$514K -$1.21M -21,925 -71%
PCM
416
Pennsylvania Capital Management
Pennsylvania
$511K -$5.52K -100 -1%
CI
417
Carroll Investors
South Carolina
$502K
Franklin Resources
418
Franklin Resources
California
$497K -$1.7M -30,800 -78%
CIA
419
Capital Investment Advisors
Georgia
$496K
NHC
420
Nicholas Hoffman & Company
Georgia
$492K
SB
421
Strategic Blueprint
Georgia
$492K +$84.1K +1,525 +22%
B
422
Bailard
California
$487K
JWM
423
JGP Wealth Management
Oregon
$487K
KWA
424
Kingswood Wealth Advisors
California
$487K
MWM
425
Modern Wealth Management
Kansas
$487K +$70.9K +1,285 +18%

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.