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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
SFG
426
Sunburst Financial Group
Alabama
$234K -$13.9K -275 -6%
SPAS
427
Spectrum Planning & Advisory Services
California
$234K – – –
CAM
428
Cresset Asset Management
Illinois
$233K +$253 +5 +0.1%
EVM
429
Eaton Vance Management
Massachusetts
$232K +$68.1K +1,345 +43%
TIA
430
Traphagen Investment Advisors
New Jersey
$231K – – –
JIP
431
JBJ Investment Partners
South Carolina
$231K – – –
PFA
432
Pure Financial Advisors
California
$231K +$224K +4,430 New
TIM
433
Tevis Investment Management
Texas
$227K +$220K +4,350 New
LA
434
LVW Advisors
New York
$221K +$215K +4,240 New
GB
435
Goepper Burkhardt
South Carolina
$220K +$214K +4,225 New
MCM
436
MV Capital Management
Maryland
$218K – – –
RFC
437
Regions Financial Corp
Alabama
$217K +$211K +4,170 New
TIM
438
Total Investment Management
Arizona
$213K +$207K +4,085 New
SCM
439
Southport Capital Management
Tennessee
$212K -$668K -13,190 -76%
OC
440
Oppenheimer & Co
New York
$212K +$206K +4,065 New
UB
441
UMB Bank
Missouri
$211K +$205K +4,040 New
PWM
442
Provident Wealth Management
Tennessee
$210K +$204K +4,020 New
RC
443
RegentAtlantic Capital
New Jersey
$210K +$204K +4,020 New
VCM
444
Vigilant Capital Management
Maine
$209K – – –
SIG
445
Spinnaker Investment Group
California
$208K +$221K +4,370 New
NEGWA
446
New England Guild Wealth Advisors
Connecticut
$205K +$199K +3,925 New
TC
447
TownSquare Capital
Utah
$205K +$200K +3,940 New
JSL
448
JT Stratford LLC
Georgia
$203K +$197K +3,885 New
HSA
449
HBK Sorce Advisory
Pennsylvania
$200K +$194K +3,840 New
MAM
450
Meeder Asset Management
Ohio
$195K +$81.3K +1,605 +75%
16 17
18
19 20

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.