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Vanguard Mega Cap Growth ETF

839 hedge funds and large institutions have $14.2B invested in Vanguard Mega Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 277 increasing their positions, 255 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 33

40% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $13.6M

25% more funds holding in top 10

Funds holding in top 10: 5771 (+14)

17% more capital invested

Capital invested by funds: $12.2B → $14.2B (+$2.02B)

12% more funds holding

Funds holding: 747839 (+92)

9% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 255

5.45% less ownership

Funds ownership: 271.91%266.46% (-5.5%)

Holders
839
Holders Change
+92
Holders Change %
+12.32%
% of All Funds
11.05%
Holding in Top 10
71
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+24.56%
% of All Funds
0.94%
New
144
Increased
277
Reduced
255
Closed
33
Calls
$19.1M
Puts
$13.6M
Net Calls
+$5.49M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
576
Copia Wealth Management
Oregon
$366K +$359K +5,335 New
SIS
577
Strategic Investment Solutions
Illinois
$366K +$197K +2,930 +83%
PIA
578
Perennial Investment Advisors
California
$366K +$673 +10 +0.2%
PMIM
579
Prudent Man Investment Management
Colorado
$364K +$357K +5,300 New
SFP
580
Shepherd Financial Partners
Massachusetts
$364K -$6.39K -95 -2%
CW
581
Channel Wealth
California
$362K -$1.01K -15 -0.3%
FMWA
582
Forvis Mazars Wealth Advisors
Missouri
$361K -$9.76K -145 -3%
MMG
583
Monetary Management Group
Missouri
$361K -$42.1K -625 -11%
CFP
584
Comprehensive Financial Planning
Pennsylvania
$360K +$353K +5,240 New
IWA
585
Icon Wealth Advisors
Texas
$359K -$11.4K -170 -3%
VWA
586
VSM Wealth Advisory
Maryland
$352K +$345K +5,125 New
AG
587
Ascent Group
Virginia
$351K -$29.3K -435 -8%
MGWA
588
Monument Group Wealth Advisors
Massachusetts
$350K +$673 +10 +0.2%
BFA
589
Beacon Financial Advisory
Ohio
$348K +$341K +5,065 New
TWG
590
The Wealth Group
Minnesota
$348K +$1.68K +25 +0.5%
LFA
591
Lauterbach Financial Advisors
Texas
$346K +$337 +5 +0.1%
FPF
592
First Pacific Financial
Washington
$343K +$673 +10 +0.2%
FMTC
593
Farmers & Merchants Trust Company
California
$342K
SIA
594
Schechter Investment Advisors
Michigan
$342K -$50.8K -755 -13%
CB
595
Commerce Bank
Missouri
$341K
VPP
596
Vertex Planning Partners
Illinois
$339K +$2.69K +40 +0.8%
DF
597
Dunhill Financial
United Kingdom
$338K +$277K +4,115 +511%
GA
598
GSG Advisors
New Jersey
$337K
SXL
599
Summit X LLC
Missouri
$335K -$33.7K -500 -9%
CWA
600
Cura Wealth Advisors
Illinois
$335K +$328K +4,875 New

MGK Hedge Fund Activity: Q4 2024 in Review

839 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2024, worth a combined $14.2B — up 17% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new MGK positions and 33 closed out — a net gain of 111 holders — while 277 added to existing stakes and 255 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $59.6M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $282M sold.

  • 839 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2024, up from 747 in Q3 2024.
  • Funds reported $14.2B of Vanguard Mega Cap Growth ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 144 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2024 and 33 closed out, a net change of +111 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2024 was Morgan Stanley, an estimated $59.6M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2024 was Lincoln National Corp, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2024.