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Vanguard Mega Cap Growth ETF
MGK

Overview Fund Activity

671 hedge funds and large institutions have $8.96B invested in Vanguard Mega Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 216 increasing their positions, 185 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+94
Holders Change %
+16.29%
% of All Funds
9.84%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.75%
New
132
Increased
216
Reduced
185
Closed
29
Calls
$23.9M
Puts
$228M
Net Calls
-$204M
Net Calls Change
-$209M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$491M
2
Cerity Partners
Cerity Partners
New York
+$81.9M
3
AssetMark Inc
AssetMark Inc
California
+$64.6M
4
PCM
Piedmont Capital Management
Montana
+$30.3M
5
LPL Financial
LPL Financial
California
+$29.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$32.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$30.6M
3
Bank of America
Bank of America
North Carolina
-$29.9M
4
AT
American Trust
Kentucky
-$24.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
501
Drake & Associates
Wisconsin
$256K -$17.3M -66,499 -99%
VPP
502
Vertex Planning Partners
Illinois
$254K – – –
RIS
503
Retirement Income Solutions
Michigan
$254K +$254K +980 New
BWM
504
BCS Wealth Management
Tennessee
$254K – – –
AIM
505
Anchor Investment Management
South Carolina
$254K – – –
SWA
506
Sax Wealth Advisors
New Jersey
$252K – – –
TAM
507
TCP Asset Management
Ohio
$252K – – –
SFG
508
Sunburst Financial Group
Alabama
$251K +$15.6K +60 +7%
CWM
509
Cornerstone Wealth Management
Missouri
$250K -$2.08K -8 -0.8%
DTC
510
Davidson Trust Company
Washington
$249K – – –
DIA
511
Davidson Investment Advisors
Montana
$249K – – –
PG
512
Patten Group
Tennessee
$249K +$3.37K +13 +1%
MCM
513
Mitchell Capital Management
Kansas
$248K – – –
GA
514
GSG Advisors
New Jersey
$248K +$248K +980 New
MW
515
Marcum Wealth
Ohio
$243K +$243K +935 New
SIS
516
Strategic Investment Solutions
Illinois
$240K -$4.49M -17,316 -95%
EWA
517
Exencial Wealth Advisors
Oklahoma
$239K – – –
TWM
518
Trevian Wealth Management
Massachusetts
$238K +$238K +916 New
RP
519
Rice Partnership
Hawaii
$238K – – –
WPC
520
Wedmont Private Capital
Pennsylvania
$235K +$235K +916 New
FFB
521
First Financial Bankshares
Texas
$235K +$235K +905 New
ZIM
522
Zacks Investment Management
Illinois
$234K -$105K -405 -31%
SPAS
523
Spectrum Planning & Advisory Services
California
$233K – – –
CAAS
524
Capital Asset Advisory Services
Michigan
$232K -$236K -908 -50%
OC
525
Oppenheimer & Co
New York
$232K +$232K +893 New
19 20
21
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