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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
CWP
451
Concord Wealth Partners
Virginia
$193K +$187K +3,695 New
AWM
452
Accel Wealth Management
Iowa
$184K -$8.61K -170 -5%
CM
453
Cornerstone Management
Georgia
$167K +$162K +3,195 New
AWM
454
AllSquare Wealth Management
New York
$156K – – –
AA
455
Addison Advisors
Vermont
$155K +$150K +2,970 New
PFA
456
Professional Financial Advisors
Nebraska
$152K – – –
HWM
457
Holloway Wealth Management
Florida
$151K – – –
MAM
458
McCarthy Asset Management
California
$150K – – –
AWM
459
Aspire Wealth Management
Massachusetts
$150K +$146K +2,875 New
FCMT
460
Founders Capital Management (Texas)
Texas
$130K +$6.33K +125 +5%
CWS
461
Confluence Wealth Services
Pennsylvania
$125K +$122K +2,400 New
EWM
462
Evermay Wealth Management
Virginia
$121K +$41.5K +820 +55%
HCM
463
Highlander Capital Management
New Jersey
$104K – – –
CT
464
Cambridge Trust
Massachusetts
$104K +$101K +2,000 New
EW
465
Evoke Wealth
California
$103K – – –
BlackRock
466
BlackRock
New York
$102K +$8.1K +160 +9%
ST
467
Smithfield Trust
Pennsylvania
$102K +$98.8K +1,950 New
TCWM
468
Total Clarity Wealth Management
Illinois
$98K – – –
BA
469
Bellwether Advisors
Nebraska
$90K – – –
APC
470
Aspire Private Capital
North Carolina
$89K – – –
DHGWA
471
Dixon Hughes Goodman Wealth Advisors
North Carolina
$82K +$80K +1,580 New
AIC
472
Archer Investment Corporation
Indiana
$81.4K – – –
Optiver Holding
473
Optiver Holding
Netherlands
$81K +$52.7K +1,040 +182%
OIA
474
Optimum Investment Advisors
Illinois
$78K – – –
TCM
475
TD Capital Management
Tennessee
$74K – – –
17 18
19
20 21

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.