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Vanguard Mega Cap Growth ETF
MGK

675 hedge funds and large institutions have $8.97B invested in Vanguard Mega Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 218 increasing their positions, 185 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 29

27% more capital invested

Capital invested by funds: $7.09B → $8.97B (+$1.88B)

18% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 185

16% more funds holding

Funds holding: 580 → 675 (+95)

16% more funds holding in top 10

Funds holding in top 10: 44 → 51 (+7)

14.16% more ownership

Funds ownership: 258.71% → 272.88% (+14%)

90% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $228M

Holders
675
Holders Change
+95
Holders Change %
+16.38%
% 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
0.74%
New
133
Increased
218
Reduced
185
Closed
29
Calls
$23.9M
Puts
$228M
Net Calls
-$204M
Net Calls Change
-$209M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$459M
2
Cerity Partners
Cerity Partners
New York
+$76.5M
3
AssetMark Inc
AssetMark Inc
California
+$60.4M
4
PCMM
Piedmont Capital Management (Montana)
Montana
+$28.3M
5
LPL Financial
LPL Financial
California
+$27.2M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$30.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$28.6M
3
Bank of America
Bank of America
North Carolina
-$28M
4
AT
American Trust
Kentucky
-$22.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPAS
526
Spectrum Planning & Advisory Services
California
$233K – – –
CAAS
527
Capital Asset Advisory Services
Michigan
$232K -$220K -4,540 -50%
OC
528
Oppenheimer & Co
New York
$232K +$217K +4,465 New
OSAM
529
O'Shaughnessy Asset Management
Connecticut
$231K -$56.3K -1,160 -21%
PAS
530
Park Avenue Securities
New York
$231K -$7.04K -145 -3%
RIA
531
Realta Investment Advisors
Delaware
$229K -$77.4K -1,595 -27%
CPC
532
Consolidated Planning Corp
Georgia
$229K -$451K -9,295 -68%
MCCA
533
Mill Creek Capital Advisors
Pennsylvania
$228K +$213K +4,400 New
SCM
534
Sollinda Capital Management
Florida
$227K +$212K +4,370 New
DIA
535
Dana Investment Advisors
Wisconsin
$226K -$12.9K -265 -6%
1WA
536
180 Wealth Advisors
Washington
$225K – – –
RLWM
537
RF&L Wealth Management
Massachusetts
$222K +$207K +4,275 New
WP
538
WMS Partners
Maryland
$220K -$217K -4,470 -51%
DWM
539
Dopkins Wealth Management
New York
$220K +$206K +4,245 New
WC
540
Waterloo Capital
Texas
$218K +$204K +4,195 New
MCM
541
MV Capital Management
Maryland
$217K – – –
FA
542
Financial Alternatives
California
$216K +$202K +4,160 New
ANTB
543
AMG National Trust Bank
Colorado
$215K +$201K +4,150 New
TIM
544
Total Investment Management
Arizona
$214K +$200K +4,130 New
FFL
545
Financial Freedom LLC
Ohio
$213K -$9.46K -195 -5%
CTFG
546
Capstone Triton Financial Group
Oklahoma
$213K +$199K +4,105 New
PIP
547
Peachtree Investment Partners
Florida
$211K +$198K +4,075 New
WFA
548
WMG Financial Advisors
Tennessee
$211K +$197K +4,070 New
TPI
549
Trust Point Inc
Wisconsin
$210K +$197K +4,050 New
PWM
550
Provident Wealth Management
Tennessee
$209K +$195K +4,020 New
20 21
22
23 24

MGK Hedge Fund Activity: Q4 2023 in Review

675 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2023, worth a combined $8.97B — up 27% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new MGK positions and 29 closed out — a net gain of 104 holders — while 218 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $459M. The largest seller was Envestnet Asset Management, cutting an estimated $30.3M.

  • 675 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2023, up from 580 in Q3 2023.
  • Funds reported $8.97B of Vanguard Mega Cap Growth ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 133 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2023 and 29 closed out, a net change of +104 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $459M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2023.