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Vanguard Mega Cap Growth ETF
MGK

580 hedge funds and large institutions have $7.09B invested in Vanguard Mega Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $9.73M | Put options by funds: $4.76M

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

4.09% more ownership

Funds ownership: 254.63% → 258.71% (+4.1%)

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 188

0% more funds holding

Funds holding: 580 → 580 (0)

1% less capital invested

Capital invested by funds: $7.13B → $7.09B (-$46.7M)

10% less funds holding in top 10

Funds holding in top 10: 49 → 44 (-5)

Holders
580
Holders Change
–
Holders Change %
0%
% of All Funds
9.2%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.7%
New
55
Increased
194
Reduced
188
Closed
47
Calls
$9.73M
Puts
$4.76M
Net Calls
+$4.97M
Net Calls Change
-$1.63M

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$126M
2
KAM
Kensington Asset Management
Texas
+$49.6M
3
AT
American Trust
Kentucky
+$38.9M
4
AssetMark Inc
AssetMark Inc
California
+$25.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.6M

Top Sellers

Rank Fund Capital Flow
1
SIA
Strategic Investment Advisors
Michigan
-$30.2M
2
MG
Mather Group
Illinois
-$19.4M
3
Ameriprise
Ameriprise
Minnesota
-$15.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
426
Birch Hill Investment Advisors
Massachusetts
$261K – – –
GWSG
427
GPS Wealth Strategies Group
Colorado
$260K -$2.36K -50 -0.9%
TA
428
Tactive Advisors
Florida
$258K – – –
HSWM
429
Hubbell Strickland Wealth Management
Louisiana
$258K +$49.8K +1,055 +23%
OSAM
430
O'Shaughnessy Asset Management
Connecticut
$255K – – –
TIA
431
Traphagen Investment Advisors
New Jersey
$254K +$472 +10 +0.2%
HSG
432
Helen Stephens Group
Texas
$250K – – –
RIA
433
Regal Investment Advisors
Michigan
$250K +$236 +5 +0.1%
Empower Advisory Group
434
Empower Advisory Group
Colorado
$248K -$11.8K -250 -4%
CIBC World Market
435
CIBC World Market
Ontario, Canada
$247K – – –
BCA
436
Bay Colony Advisors
Massachusetts
$246K – – –
GW
437
GW & Wade
Massachusetts
$245K +$236 +5 +0.1%
HBW
438
Hazlett, Burt & Watson
West Virginia
$245K +$21K +445 +9%
PIA
439
Perennial Investment Advisors
California
$243K +$236 +5 +0.1%
DA
440
Dover Advisors
Virginia
$241K – – –
SWA
441
SOA Wealth Advisors
New York
$236K +$236 +5 +0.1%
FHA
442
Flagship Harbor Advisors
Massachusetts
$235K – – –
DJSG
443
D.J. St. Germain
Massachusetts
$229K -$4.72K -100 -2%
RWM
444
Ritholtz Wealth Management
New York
$228K – – –
MAM
445
MWA Asset Management
Massachusetts
$228K +$236K +5,010 New
WPW
446
Waldron Private Wealth
Pennsylvania
$227K – – –
RWA
447
Redhawk Wealth Advisors
Minnesota
$227K +$236 +5 +0.1%
MWP
448
Madison Wealth Partners
Wisconsin
$226K – – –
CIAS
449
Capital Investment Advisory Services
North Carolina
$226K – – –
CB
450
Commerce Bank
Missouri
$226K – – –
16 17
18
19 20

MGK Hedge Fund Activity: Q3 2023 in Review

580 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2023, worth a combined $7.09B — down 0.65% from $7.13B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MGK positions and 47 closed out — a net gain of 8 holders — while 194 added to existing stakes and 188 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $126M. The largest seller was Strategic Investment Advisors, cutting an estimated $30.2M.

  • 580 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $7.09B of Vanguard Mega Cap Growth ETF stock for Q3 2023, down 0.65% quarter-over-quarter.
  • 55 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2023 and 47 closed out, a net change of +8 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2023 was Osaic Holdings, an estimated $126M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2023 was Strategic Investment Advisors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2023.