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Vanguard Mega Cap Growth ETF
MGK

580 hedge funds and large institutions have $7.09B invested in Vanguard Mega Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $9.73M | Put options by funds: $4.76M

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

4.09% more ownership

Funds ownership: 254.63% → 258.71% (+4.1%)

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 188

0% more funds holding

Funds holding: 580 → 580 (0)

1% less capital invested

Capital invested by funds: $7.13B → $7.09B (-$46.7M)

10% less funds holding in top 10

Funds holding in top 10: 49 → 44 (-5)

Holders
580
Holders Change
–
Holders Change %
0%
% of All Funds
9.2%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.7%
New
55
Increased
194
Reduced
188
Closed
47
Calls
$9.73M
Puts
$4.76M
Net Calls
+$4.97M
Net Calls Change
-$1.63M

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$126M
2
KAM
Kensington Asset Management
Texas
+$49.6M
3
AT
American Trust
Kentucky
+$38.9M
4
AssetMark Inc
AssetMark Inc
California
+$25.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.6M

Top Sellers

Rank Fund Capital Flow
1
SIA
Strategic Investment Advisors
Michigan
-$30.2M
2
MG
Mather Group
Illinois
-$19.4M
3
Ameriprise
Ameriprise
Minnesota
-$15.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Stockman Wealth Management
Montana
– -$348K -7,385 Closed
WANY
602
Wealthspire Advisors (New York)
New York
– -$287K -6,100 Closed
Cerity Partners
603
Cerity Partners
New York
– -$279K -5,920 Closed
AIP
604
Almanack Investment Partners
Pennsylvania
– -$256K -5,445 Closed
NA
605
Nottingham Advisors
New York
– -$253K -5,375 Closed
XF
606
XML Financial
Maryland
– -$243K -5,170 Closed
CGFA
607
Colton Groome Financial Advisors
North Carolina
– -$212K -4,500 Closed
BFG
608
Bleakley Financial Group
New Jersey
– -$210K -4,470 Closed
SS
609
Simplicity Solutions
Minnesota
– -$210K -4,470 Closed
CCMG
610
Clark Capital Management Group
Pennsylvania
– -$208K -4,415 Closed
MCCA
611
Mill Creek Capital Advisors
Pennsylvania
– -$207K -4,400 Closed
BWM
612
Birchcreek Wealth Management
Ohio
– -$206K -4,385 Closed
CTFG
613
Capstone Triton Financial Group
Oklahoma
– -$206K -4,370 Closed
ANTB
614
AMG National Trust Bank
Colorado
– -$204K -4,325 Closed
FCBT
615
First Citizens Bank & Trust
North Carolina
– -$203K -4,305 Closed
SSWG
616
Seven Springs Wealth Group
Tennessee
– -$202K -4,285 Closed
RLWM
617
RF&L Wealth Management
Massachusetts
– -$201K -4,275 Closed
RI
618
Ridgewood Investments
New Jersey
– -$172K -3,645 Closed
BA
619
Bristlecone Advisors
Washington
– -$151K -3,200 Closed
HS
620
Horan Securities
United States
– -$97.7K -2,075 Closed
HT
621
Headlands Technologies
Illinois
– -$29.9K -635 Closed
PCM
622
Penserra Capital Management
California
– -$19K -420 Closed
IFAM
623
Institutional & Family Asset Management
Colorado
– -$18.4K -390 Closed
WP
624
WealthPLAN Partners
Nebraska
– -$14.6K -310 Closed
DI
625
Disciplined Investments
Oklahoma
– -$13.4K -285 Closed
22 23 24
25
26

MGK Hedge Fund Activity: Q3 2023 in Review

580 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2023, worth a combined $7.09B — down 0.65% from $7.13B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MGK positions and 47 closed out — a net gain of 8 holders — while 194 added to existing stakes and 188 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $126M. The largest seller was Strategic Investment Advisors, cutting an estimated $30.2M.

  • 580 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $7.09B of Vanguard Mega Cap Growth ETF stock for Q3 2023, down 0.65% quarter-over-quarter.
  • 55 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2023 and 47 closed out, a net change of +8 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2023 was Osaic Holdings, an estimated $126M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2023 was Strategic Investment Advisors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2023.