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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
VPP
451
Vertex Planning Partners
Illinois
$222K – – –
BWM
452
BCS Wealth Management
Tennessee
$222K +$231K +4,890 New
AIM
453
Anchor Investment Management
South Carolina
$222K – – –
CWM
454
Cornerstone Wealth Management
Missouri
$221K +$236 +5 +0.1%
SWA
455
Sax Wealth Advisors
New Jersey
$220K +$3.77K +80 +2%
TAM
456
TCP Asset Management
Ohio
$220K – – –
DIA
457
Davidson Investment Advisors
Montana
$218K – – –
DTC
458
Davidson Trust Company
Washington
$218K – – –
MCM
459
Mitchell Capital Management
Kansas
$217K – – –
SAM
460
SP Asset Management
California
$217K +$236 +5 +0.1%
PG
461
Patten Group
Tennessee
$215K -$10.9K -230 -5%
FIA
462
Foundations Investment Advisors
Arizona
$213K +$222K +4,695 New
DIA
463
Dana Investment Advisors
Wisconsin
$210K +$218K +4,620 New
PAS
464
Park Avenue Securities
New York
$209K +$217K +4,595 New
EWA
465
Exencial Wealth Advisors
Oklahoma
$209K +$217K +4,600 New
RP
466
Rice Partnership
Hawaii
$208K -$39.2K -830 -15%
HSA
467
HBK Sorce Advisory
Pennsylvania
$208K +$216K +4,575 New
SFG
468
Sunburst Financial Group
Alabama
$206K – – –
PA
469
PFG Advisors
Arizona
$205K +$213K +4,525 New
SPAS
470
Spectrum Planning & Advisory Services
California
$204K – – –
1WA
471
180 Wealth Advisors
Washington
$201K – – –
FFL
472
Financial Freedom LLC
Ohio
$195K +$236 +5 +0.1%
MCM
473
MV Capital Management
Maryland
$189K – – –
ITIM
474
Indiana Trust & Investment Management
Indiana
$154K +$160K +3,400 New
HPC
475
HM Payson & Co
Maine
$147K – – –
17 18
19
20 21

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.