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Vanguard Mega Cap Growth ETF

526 hedge funds and large institutions have $5.95B invested in Vanguard Mega Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 165

1% more call options, than puts

Call options by funds: $8.31M | Put options by funds: $8.19M

8% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 61

3% less funds holding

Funds holding: 542526 (-16)

8% less funds holding in top 10

Funds holding in top 10: 5349 (-4)

16.19% less ownership

Funds ownership: 248.58%232.39% (-16%)

17% less capital invested

Capital invested by funds: $7.14B → $5.95B (-$1.19B)

Holders
526
Holders Change
-16
Holders Change %
-2.95%
% of All Funds
8.3%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.77%
New
56
Increased
176
Reduced
165
Closed
61
Calls
$8.31M
Puts
$8.19M
Net Calls
+$114K
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
26
Black Diamond Financial
Maryland
$28.1M -$713K -15,395 -3%
BWP
27
Bernardo Wealth Planning
Pennsylvania
$27.8M +$1.02M +22,065 +4%
PS
28
Portfolio Strategies
New York
$27.7M +$588K +12,685 +2%
EFG
29
Erickson Financial Group
Pennsylvania
$27.5M +$2.68M +57,810 +11%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$27M +$2.15M +46,410 +9%
RFM
31
Royal Fund Management
Florida
$26.6M +$2.89M +62,365 +12%
FA
32
FC Advisory
Pennsylvania
$26.3M +$558K +12,040 +2%
LS
33
Leelyn Smith
Illinois
$25.9M +$2.54M +54,835 +11%
PCFFS
34
Pacific Center for Financial Services
California
$25.8M -$71.6K -1,545 -0.3%
FSA
35
Financial Sense Advisors
California
$25.8M +$25.4M +547,305 New
AWM
36
Avior Wealth Management
Nebraska
$25.2M -$1.59M -34,260 -6%
BIA
37
BHK Investment Advisors
Alabama
$24.4M -$168K -3,630 -0.7%
LIM
38
Leavell Investment Management
Alabama
$23.9M +$49.8K +1,075 +0.2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$21.7M +$700K +15,110 +3%
Creative Planning
40
Creative Planning
Kansas
$21.3M +$1.05M +22,610 +5%
CIC
41
Cornercap Investment Counsel
Georgia
$19.1M +$18.8M +405,880 New
GA
42
Greytown Advisors
Florida
$18.7M -$294K -6,345 -2%
Goldman Sachs
43
Goldman Sachs
New York
$18.4M +$1.29M +27,775 +8%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$17.9M +$1.57M +33,815 +10%
ZC
45
Zeit Capital
Colorado
$17.8M -$331K -7,135 -2%
AWM
46
AE Wealth Management
Kansas
$17.4M -$114M -2,467,095 -87%
BFAG
47
Blackston Financial Advisory Group
Florida
$16.4M -$256K -5,535 -2%
SIA
48
Strategic Investment Advisors
Michigan
$16.2M -$154K -3,330 -1%
MML Investors Services
49
MML Investors Services
Massachusetts
$16M +$1.02M +22,080 +7%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$16M -$425K -9,180 -3%

MGK Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2022, worth a combined $5.95B — down 17% from $7.14B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of MGK and 56 opened new positions — a net loss of 5 holders — while 165 trimmed existing stakes and 176 added.

The largest buyer was Aaron Wealth Advisors, opening a new position worth an estimated $143M. The largest seller was AE Wealth Management, cutting an estimated $114M.

  • 526 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2022, down from 542 in Q4 2021.
  • Funds reported $5.95B of Vanguard Mega Cap Growth ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 56 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2022 and 61 closed out, a net change of -5 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $143M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2022 was AE Wealth Management, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2022.