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Vanguard Mega Cap Growth ETF

541 hedge funds and large institutions have $6.2B invested in Vanguard Mega Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 151 increasing their positions, 194 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.66M

207% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 30

27% more capital invested

Capital invested by funds: $4.86B → $6.2B (+$1.34B)

22% more funds holding in top 10

Funds holding in top 10: 3745 (+8)

10% more funds holding

Funds holding: 490541 (+51)

5.94% more ownership

Funds ownership: 254.69%260.63% (+5.9%)

22% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 194

Holders
541
Holders Change
+51
Holders Change %
+10.41%
% of All Funds
8.62%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.72%
New
92
Increased
151
Reduced
194
Closed
30
Calls
$6.38M
Puts
$1.66M
Net Calls
+$4.72M
Net Calls Change
-$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$14.5M +$989K +26,095 +8%
EPP
52
ETF Portfolio Partners
Kansas
$14.3M +$896K +23,640 +7%
DA
53
Drake & Associates
Wisconsin
$13.6M +$499K +13,175 +4%
AT
54
American Trust
Kentucky
$13.5M +$12M +317,450 +4,459%
DWM
55
Darwin Wealth Management
Florida
$13.4M -$1.23M -32,570 -9%
BFAG
56
Blackston Financial Advisory Group
Florida
$13.1M -$1.69M -44,605 -12%
BEC
57
Blue Edge Capital
Virginia
$12.5M +$3.43M +90,625 +42%
CF
58
Copperwynd Financial
Arizona
$12.2M +$149K +3,925 +1%
IC
59
IEQ Capital
California
$12.1M -$47.9K -1,265 -0.4%
CF
60
Centaurus Financial
California
$12M +$114K +3,005 +1%
TWP
61
Tower Wealth Partners
Pennsylvania
$11.2M +$103K +2,730 +1%
HWM
62
HB Wealth Management
Georgia
$11.2M +$40K +1,055 +0.4%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$11M -$3.42M -90,320 -25%
SIM
64
Stratos Investment Management
Ohio
$11M +$461K +12,175 +5%
US Bancorp
65
US Bancorp
Minnesota
$10.4M +$248K +6,550 +3%
SF
66
Synovus Financial
Georgia
$10.3M -$606K -15,985 -6%
APS
67
American Planning Services
Florida
$10.3M +$9.51M +251,010 New
SIC
68
Salem Investment Counselors
North Carolina
$10.3M +$54.9K +1,450 +0.6%
PS
69
Portfolio Strategies
New York
$10.1M -$13.7M -361,785 -59%
RMAM
70
Raab & Moskowitz Asset Management
New Jersey
$9.87M +$319K +8,405 +4%
CFG
71
Carr Financial Group
Massachusetts
$9.83M +$3.07M +80,930 +51%
DRS
72
Deane Retirement Strategies
Louisiana
$9.47M +$8.79M +231,850 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$9.13M -$2.09M -55,145 -20%
TA
74
TFB Advisors
Kansas
$9.01M +$607K +16,020 +8%
TCBWMS
75
Texas Capital Bank Wealth Management Services
Texas
$8.74M -$158K -4,165 -2%

MGK Hedge Fund Activity: Q1 2023 in Review

541 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2023, worth a combined $6.2B — up 27% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MGK positions and 30 closed out — a net gain of 62 holders — while 151 added to existing stakes and 194 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $177M. The largest seller was Royal Bank of Canada, cutting an estimated $29.2M.

  • 541 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2023, up from 490 in Q4 2022.
  • Funds reported $6.2B of Vanguard Mega Cap Growth ETF stock for Q1 2023, up 27% quarter-over-quarter.
  • 92 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2023 and 30 closed out, a net change of +62 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2023 was Wellington Management Group, an estimated $177M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $29.2M sold.

Based on aggregated 13F filings for Q1 2023.