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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
LFA
526
Lauterbach Financial Advisors
Texas
$287K +$276 +5 +0.1%
TWM
527
Trevian Wealth Management
Massachusetts
$287K +$23.4K +425 +9%
RWA
528
Redhawk Wealth Advisors
Minnesota
$287K +$276 +5 +0.1%
DJSG
529
D.J. St. Germain
Massachusetts
$285K
CB
530
Commerce Bank
Missouri
$285K
ZIM
531
Zacks Investment Management
Illinois
$282K +$22.1K +400 +9%
VPP
532
Vertex Planning Partners
Illinois
$281K
BWM
533
BCS Wealth Management
Tennessee
$280K
GA
534
GSG Advisors
New Jersey
$280K +$276 +5 +0.1%
SSB
535
Sandy Spring Bank
Maryland
$279K +$171K +3,100 +175%
SWA
536
Sax Wealth Advisors
New Jersey
$279K
HSG
537
Helen Stephens Group
Texas
$279K -$36.1K -655 -12%
TAM
538
TCP Asset Management
Ohio
$278K
AIM
539
Anchor Investment Management
South Carolina
$277K -$2.76K -50 -1%
DIA
540
Davidson Investment Advisors
Montana
$275K
DTC
541
Davidson Trust Company
Washington
$275K
MCM
542
Mitchell Capital Management
Kansas
$274K
MW
543
Marcum Wealth
Ohio
$268K
AWM
544
Aprio Wealth Management
Georgia
$267K +$257K +4,665 New
ECM
545
Evergreen Capital Management
Washington
$264K +$254K +4,605 New
MF
546
Manchester Financial
California
$261K -$75.9K -1,375 -23%
MCM
547
Morton Capital Management
California
$260K +$250K +4,540 New
FFB
548
First Financial Bankshares
Texas
$259K
NFC
549
Northeast Financial Consultants
Connecticut
$259K +$249K +4,520 New
OSAM
550
O'Shaughnessy Asset Management
Connecticut
$256K +$552 +10 +0.2%

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.