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Vanguard Mega Cap Growth ETF

580 hedge funds and large institutions have $7.13B invested in Vanguard Mega Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 177 increasing their positions, 195 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $4.67M

105% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $6.2B → $7.13B (+$932M)

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

7% more funds holding

Funds holding: 541580 (+39)

9% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 195

6.01% less ownership

Funds ownership: 260.63%254.63% (-6%)

Holders
580
Holders Change
+39
Holders Change %
+7.21%
% of All Funds
9.11%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.77%
New
86
Increased
177
Reduced
195
Closed
42
Calls
$11.3M
Puts
$4.67M
Net Calls
+$6.59M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
451
Vertex Planning Partners
Illinois
$231K
AIM
452
Anchor Investment Management
South Carolina
$230K
CWM
453
Cornerstone Wealth Management
Missouri
$229K +$209K +4,860 New
TAM
454
TCP Asset Management
Ohio
$228K +$209K +4,850 New
SIC
455
Sterling Investment Counsel
New York
$227K +$207K +4,815 New
DIA
456
Davidson Investment Advisors
Montana
$226K +$207K +4,800 New
DTC
457
Davidson Trust Company
Washington
$226K +$207K +4,800 New
MCM
458
Mitchell Capital Management
Kansas
$225K +$206K +4,785 New
SWA
459
Sax Wealth Advisors
New Jersey
$225K -$48.7K -1,130 -19%
SAM
460
SP Asset Management
California
$225K +$206K +4,775 New
AP
461
Americana Partners
Texas
$224K +$205K +4,750 New
TI
462
Trexquant Investment
Connecticut
$222K +$204K +4,725 New
HSWM
463
Hubbell Strickland Wealth Management
Louisiana
$218K +$200K +4,635 New
Wolverine Trading
464
Wolverine Trading
Illinois
$216K +$201K +4,655 New
SFG
465
Sunburst Financial Group
Alabama
$213K +$195K +4,530 New
CGFA
466
Colton Groome Financial Advisors
North Carolina
$212K -$21.5K -500 -10%
SPAS
467
Spectrum Planning & Advisory Services
California
$211K +$193K +4,490 New
BFG
468
Bleakley Financial Group
New Jersey
$210K +$193K +4,470 New
SS
469
Simplicity Solutions
Minnesota
$210K +$193K +4,470 New
ML
470
McAdam LLC
Pennsylvania
$210K +$192K +4,455 New
1WA
471
180 Wealth Advisors
Washington
$208K +$190K +4,420 New
CCMG
472
Clark Capital Management Group
Pennsylvania
$208K +$190K +4,415 New
MCCA
473
Mill Creek Capital Advisors
Pennsylvania
$207K -$65.1K -1,510 -26%
BWM
474
Birchcreek Wealth Management
Ohio
$206K -$53K -1,230 -22%
FFN
475
Focus Financial Network
Minnesota
$206K -$791K -18,350 -81%

MGK Hedge Fund Activity: Q2 2023 in Review

580 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2023, worth a combined $7.13B — up 15% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MGK positions and 42 closed out — a net gain of 44 holders — while 177 added to existing stakes and 195 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $45M. The largest seller was Wellington Management Group, cutting an estimated $201M.

  • 580 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2023, up from 541 in Q1 2023.
  • Funds reported $7.13B of Vanguard Mega Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 86 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2023 and 42 closed out, a net change of +44 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2023 was Portfolio Strategies, an estimated $45M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2023.