MGK icon

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 %
OSAM
526
O'Shaughnessy Asset Management
Connecticut
$231K -$60.2K -232 -21%
PAS
527
Park Avenue Securities
New York
$231K -$7.53K -29 -3%
RIA
528
Realta Investment Advisors
Delaware
$229K -$82.8K -319 -27%
CPC
529
Consolidated Planning Corp
Georgia
$229K -$482K -1,859 -68%
MCCA
530
Mill Creek Capital Advisors
Pennsylvania
$228K +$228K +880 New
SCM
531
Sollinda Capital Management
Florida
$227K +$227K +874 New
DIA
532
Dana Investment Advisors
Wisconsin
$226K -$13.8K -53 -6%
1WA
533
180 Wealth Advisors
Washington
$225K – – –
RLWM
534
RF&L Wealth Management
Massachusetts
$222K +$222K +855 New
WP
535
WMS Partners
Maryland
$220K -$232K -894 -51%
DWM
536
Dopkins Wealth Management
New York
$220K +$220K +849 New
WC
537
Waterloo Capital
Texas
$218K +$218K +839 New
MCM
538
MV Capital Management
Maryland
$217K – – –
FA
539
Financial Alternatives
California
$216K +$216K +832 New
ANTB
540
AMG National Trust Bank
Colorado
$215K +$215K +830 New
TIM
541
Total Investment Management
Arizona
$214K +$214K +826 New
FFL
542
Financial Freedom LLC
Ohio
$213K -$10.1K -39 -5%
CTFG
543
Capstone Triton Financial Group
Oklahoma
$213K +$213K +821 New
PIP
544
Peachtree Investment Partners
Florida
$211K +$211K +815 New
WFA
545
WMG Financial Advisors
Tennessee
$211K +$211K +814 New
TPI
546
Trust Point Inc
Wisconsin
$210K +$210K +810 New
PWM
547
Provident Wealth Management
Tennessee
$209K +$209K +804 New
RI
548
Ridgewood Investments
New Jersey
$208K +$208K +803 New
MAG
549
Mayfair Advisory Group
Alabama
$206K +$206K +808 New
MWM
550
Mission Wealth Management
California
$203K +$203K +783 New
20 21
22
23 24