We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF

407 hedge funds and large institutions have $4.65B invested in Vanguard Mega Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 159 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $5.57M

0.7% less ownership

Funds ownership: 236.3%235.6% (-0.7%)

1% less capital invested

Capital invested by funds: $4.71B → $4.65B (-$59.1M)

2% less funds holding

Funds holding: 417407 (-10)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

17% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 48

29% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 159

Holders
407
Holders Change
-10
Holders Change %
-2.4%
% of All Funds
7.15%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
0.72%
New
40
Increased
113
Reduced
159
Closed
48
Calls
$14.7M
Puts
$5.57M
Net Calls
+$9.09M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
FC Advisory
Pennsylvania
$22.8M +$216K +5,235 +1%
PCFFS
27
Pacific Center for Financial Services
California
$22.7M -$7.64M -185,450 -25%
FIG
28
FundX Investment Group
California
$22M -$14.5M -352,205 -40%
HI
29
Harbour Investments
Wisconsin
$21.5M +$21.4M +518,565 New
BWP
30
Bernardo Wealth Planning
Pennsylvania
$21.3M +$1.02M +24,665 +5%
BIA
31
BHK Investment Advisors
Alabama
$21.1M +$206 +5 +0%
BCA
32
Biltmore Capital Advisors
New Jersey
$21M +$1.39M +33,815 +7%
RFM
33
Royal Fund Management
Florida
$19.3M +$902K +21,900 +5%
AC
34
Alexandria Capital
Virginia
$19M -$854K -20,735 -4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$18.8M +$1.06M +25,755 +6%
LIM
36
Leavell Investment Management
Alabama
$18.8M -$1.58M -38,415 -8%
Creative Planning
37
Creative Planning
Kansas
$18.6M -$653K -15,845 -3%
LS
38
Leelyn Smith
Illinois
$18.1M +$368K +8,940 +2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$17.2M -$2.25M -54,695 -12%
Goldman Sachs
40
Goldman Sachs
New York
$17.1M -$1.49M -36,155 -8%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$16.8M +$779K +18,895 +5%
ZC
42
Zeit Capital
Colorado
$16.3M -$266K -6,450 -2%
CM
43
Churchill Management
California
$15.4M -$1.08M -26,320 -7%
Macquarie Group
44
Macquarie Group
Australia
$15.3M -$48.4M -1,174,600 Closed
GA
45
Greytown Advisors
Florida
$15M +$556K +13,500 +4%
CF
46
Copperwynd Financial
Arizona
$14.4M -$130K -3,145 -0.9%
SIA
47
Strategic Investment Advisors
Michigan
$14.1M +$234K +5,685 +2%
SHJ
48
Sharkey, Howes & Javer
Colorado
$13.5M -$14.7M -357,490 -52%
BEC
49
Blue Edge Capital
Virginia
$12.5M -$89.6K -2,175 -0.7%
TCBWMS
50
Texas Capital Bank Wealth Management Services
Texas
$12.3M -$891K -21,625 -7%

MGK Hedge Fund Activity: Q1 2021 in Review

407 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2021, worth a combined $4.65B — down 1.3% from $4.71B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of MGK and 40 opened new positions — a net loss of 8 holders — while 159 trimmed existing stakes and 113 added.

The largest buyer was AssetMark Inc, adding an estimated $89.4M. The largest seller was Macquarie Group, exiting entirely with an estimated $48.4M sold.

  • 407 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2021, down from 417 in Q4 2020.
  • Funds reported $4.65B of Vanguard Mega Cap Growth ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 40 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2021 and 48 closed out, a net change of -8 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2021 was AssetMark Inc, an estimated $89.4M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2021 was Macquarie Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q1 2021.