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Vanguard Mega Cap Growth ETF

839 hedge funds and large institutions have $14.2B invested in Vanguard Mega Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 277 increasing their positions, 255 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 33

40% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $13.6M

25% more funds holding in top 10

Funds holding in top 10: 5771 (+14)

17% more capital invested

Capital invested by funds: $12.2B → $14.2B (+$2.02B)

12% more funds holding

Funds holding: 747839 (+92)

9% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 255

5.45% less ownership

Funds ownership: 271.91%266.46% (-5.5%)

Holders
839
Holders Change
+92
Holders Change %
+12.32%
% of All Funds
11.05%
Holding in Top 10
71
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+24.56%
% of All Funds
0.94%
New
144
Increased
277
Reduced
255
Closed
33
Calls
$19.1M
Puts
$13.6M
Net Calls
+$5.49M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIMC
401
Squire Investment Management Company
Utah
$798K
OIA
402
OneDigital Investment Advisors
Kansas
$790K -$97.3K -1,445 -11%
FMN
403
Financial Management Network
California
$783K -$38.4K -570 -5%
GVAG
404
Great Valley Advisor Group
Delaware
$777K +$9.09K +135 +1%
SF
405
Summit Financial
New Jersey
$775K +$11.1K +165 +1%
BAM
406
Belpointe Asset Management
Nevada
$760K +$6.73K +100 +0.8%
EFS
407
Essex Financial Services
Connecticut
$757K -$20.2K -300 -3%
MAS
408
MPWM Advisory Solutions
Georgia
$755K +$740K +10,990 New
CIA
409
Choate Investment Advisors
Massachusetts
$755K
NFG
410
Nations Financial Group
Iowa
$754K -$99.6K -1,480 -12%
BWM
411
BCO Wealth Management
New Mexico
$747K +$732K +10,880 New
SIM
412
Synergy Investment Management
Florida
$738K +$724K +10,750 New
PS
413
Principal Securities
Iowa
$737K +$181K +2,685 +33%
AWM
414
Accurate Wealth Management
Florida
$728K +$65.6K +975 +10%
VFPW
415
Vantage Financial Partners (Wisconsin)
Wisconsin
$725K +$1.01K +15 +0.1%
CSP
416
Cary Street Partners
Virginia
$719K +$705K +10,470 New
SMC
417
Smith, Moore & Co
Missouri
$719K -$84.1K -1,250 -11%
DIA
418
Dana Investment Advisors
Wisconsin
$714K +$81.8K +1,215 +13%
ACA
419
Aptus Capital Advisors
Alabama
$710K +$99.3K +1,475 +17%
AP
420
Adero Partners
California
$708K
FT
421
Fiduciary Trust
Massachusetts
$706K +$692K +10,280 New
SS
422
SBI Securities
Japan
$703K +$689K +10,230 New
NRI
423
NFP Retirement Inc
California
$701K +$1.35K +20 +0.2%
SWM
424
Spire Wealth Management
Virginia
$696K +$34K +505 +5%
SWA
425
Serenus Wealth Advisors
California
$696K +$682K +10,135 New

MGK Hedge Fund Activity: Q4 2024 in Review

839 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2024, worth a combined $14.2B — up 17% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new MGK positions and 33 closed out — a net gain of 111 holders — while 277 added to existing stakes and 255 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $59.6M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $282M sold.

  • 839 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2024, up from 747 in Q3 2024.
  • Funds reported $14.2B of Vanguard Mega Cap Growth ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 144 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2024 and 33 closed out, a net change of +111 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2024 was Morgan Stanley, an estimated $59.6M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2024 was Lincoln National Corp, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2024.