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Vanguard Mega Cap Growth ETF

709 hedge funds and large institutions have $9.58B invested in Vanguard Mega Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 266 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 46

30% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 205

22% more funds holding in top 10

Funds holding in top 10: 5162 (+11)

7% more capital invested

Capital invested by funds: $8.97B → $9.58B (+$609M)

5% more funds holding

Funds holding: 675709 (+34)

19.75% less ownership

Funds ownership: 272.88%253.13% (-20%)

74% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $139M

Holders
709
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
10.21%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.89%
New
91
Increased
266
Reduced
205
Closed
46
Calls
$36.6M
Puts
$139M
Net Calls
-$102M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$54.1M -$4.25M -76,940 -8%
MML Investors Services
27
MML Investors Services
Massachusetts
$52.6M +$3.05M +55,290 +6%
Stifel Financial
28
Stifel Financial
Missouri
$49.3M +$1.85M +33,475 +4%
HCM
29
Hengehold Capital Management
Ohio
$47.6M -$588K -10,650 -1%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$47.5M +$3.72M +67,425 +9%
GWA
31
Gratus Wealth Advisors
Virginia
$46M +$8.48M +153,635 +22%
OCM
32
One Capital Management
California
$45.8M -$147K -2,665 -0.3%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$40.2M -$987K -17,890 -2%
Creative Planning
34
Creative Planning
Kansas
$39.7M -$2.03M -36,850 -5%
LS
35
Leelyn Smith
Illinois
$39M +$206K +3,730 +0.6%
AT
36
American Trust
Kentucky
$38.2M +$1.23M +22,325 +3%
BWP
37
Bernardo Wealth Planning
Pennsylvania
$36.5M +$725K +13,135 +2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$36.4M +$2.04M +37,015 +6%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$36.1M +$61.8K +1,120 +0.2%
SIA
40
Strategic Investment Advisors
Michigan
$35.8M -$479K -8,680 -1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$35.7M +$17.9M +323,700 +108%
BDF
42
Black Diamond Financial
Maryland
$35.2M
PCMM
43
Piedmont Capital Management (Montana)
Montana
$33.7M +$351K +6,355 +1%
Goldman Sachs
44
Goldman Sachs
New York
$32.6M +$780K +14,130 +3%
CI
45
CX Institutional
Indiana
$31.7M +$11.5M +208,825 +61%
FWP
46
Falcon Wealth Planning
California
$31.6M +$18.2M +330,150 +149%
FA
47
FC Advisory
Pennsylvania
$30.8M -$1.01M -18,295 -3%
LIM
48
Leavell Investment Management
Alabama
$30.2M +$1.39M +25,180 +5%
BCMLT
49
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.5M +$10.6M +191,870 +59%
BPA
50
Beacon Pointe Advisors
California
$29.5M -$700K -12,695 -2%

MGK Hedge Fund Activity: Q1 2024 in Review

709 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2024, worth a combined $9.58B — up 6.8% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new MGK positions and 46 closed out — a net gain of 45 holders — while 266 added to existing stakes and 205 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $468M.

  • 709 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2024, up from 675 in Q4 2023.
  • Funds reported $9.58B of Vanguard Mega Cap Growth ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 91 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2024 and 46 closed out, a net change of +45 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2024 was Angeles Investment Advisors, an estimated $110M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $468M sold.

Based on aggregated 13F filings for Q1 2024.