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Vanguard Mega Cap Growth ETF
MGK

490 hedge funds and large institutions have $4.86B invested in Vanguard Mega Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 209 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

605% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $6.7M

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

19.28% more ownership

Funds ownership: 235.42% → 254.69% (+19%)

5% more capital invested

Capital invested by funds: $4.65B → $4.86B (+$212M)

0% more funds holding

Funds holding: 488 → 490 (+2)

8% less funds holding in top 10

Funds holding in top 10: 40 → 37 (-3)

42% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 209

Holders
490
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.88%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.59%
New
69
Increased
122
Reduced
209
Closed
57
Calls
$47.2M
Puts
$6.7M
Net Calls
+$40.5M
Net Calls Change
+$37.4M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$76.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.5M
3
LNC
Lincoln National Corp
Pennsylvania
+$19.6M
4
NA
NewEdge Advisors
Louisiana
+$12M
5
Creative Planning
Creative Planning
Kansas
+$9.49M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$205M
2
SF
Synovus Financial
Georgia
-$73.3M
3
Morgan Stanley
Morgan Stanley
New York
-$60.5M
4
Wells Fargo
Wells Fargo
California
-$36.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
26
Black Diamond Financial
Maryland
$22.2M -$429K -11,975 -2%
MML Investors Services
27
MML Investors Services
Massachusetts
$21.3M -$2.54M -70,995 -10%
BWP
28
Bernardo Wealth Planning
Pennsylvania
$21.3M +$500K +13,960 +2%
PS
29
Portfolio Strategies
New York
$20.9M -$291K -8,120 -1%
LS
30
Leelyn Smith
Illinois
$20.1M +$2.31M +64,575 +12%
FA
31
FC Advisory
Pennsylvania
$19.7M +$479K +13,385 +2%
SIA
32
Strategic Investment Advisors
Michigan
$19.4M +$3.92M +109,460 +24%
CI
33
CX Institutional
Indiana
$19.1M -$354K -9,895 -2%
GA
34
Greytown Advisors
Florida
$18.4M +$371K +10,360 +2%
RFM
35
Royal Fund Management
Florida
$17.6M +$295K +8,245 +2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$17.3M +$1.07M +29,955 +6%
BIA
37
BHK Investment Advisors
Alabama
$17M -$1.86M -51,915 -10%
EFG
38
Erickson Financial Group
Pennsylvania
$16.1M -$4.39M -122,690 -21%
SC
39
Savant Capital
Illinois
$15.9M +$4.21M +117,485 +34%
KPWS
40
Kestra Private Wealth Services
Texas
$15.5M +$2.42M +67,490 +18%
AWM
41
Avior Wealth Management
Nebraska
$15.5M -$2.06M -57,405 -11%
LIM
42
Leavell Investment Management
Alabama
$14.9M -$2.31M -64,480 -13%
DWM
43
Darwin Wealth Management
Florida
$13.1M -$2.48M -69,280 -16%
RJA
44
Raymond James & Associates
Florida
$13.1M +$1.61M +44,845 +13%
ONB
45
Old National Bancorp
Indiana
$12.9M -$197K -5,495 -1%
BFAG
46
Blackston Financial Advisory Group
Florida
$12.5M -$336K -9,370 -3%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$12.4M -$370K -10,335 -3%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$12.4M +$9.47M +264,475 +278%
Mariner
49
Mariner
Kansas
$11.3M +$2.03M +56,630 +21%
EPP
50
ETF Portfolio Partners
Kansas
$11.3M +$96.3K +2,690 +0.8%
1
2
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MGK Hedge Fund Activity: Q4 2022 in Review

490 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2022, worth a combined $4.86B — up 4.6% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MGK positions and 57 closed out — a net gain of 12 holders — while 122 added to existing stakes and 209 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $76.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $205M.

  • 490 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2022, up from 488 in Q3 2022.
  • Funds reported $4.86B of Vanguard Mega Cap Growth ETF stock for Q4 2022, up 4.6% quarter-over-quarter.
  • 69 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2022 and 57 closed out, a net change of +12 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2022 was AssetMark Inc, an estimated $76.2M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2022 was CAPTRUST Financial Advisors, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2022.