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Vanguard Mega Cap Growth ETF
MGK

490 hedge funds and large institutions have $4.86B invested in Vanguard Mega Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 209 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

605% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $6.7M

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

19.28% more ownership

Funds ownership: 235.42% → 254.69% (+19%)

5% more capital invested

Capital invested by funds: $4.65B → $4.86B (+$212M)

0% more funds holding

Funds holding: 488 → 490 (+2)

8% less funds holding in top 10

Funds holding in top 10: 40 → 37 (-3)

42% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 209

Holders
490
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.88%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.59%
New
69
Increased
122
Reduced
209
Closed
57
Calls
$47.2M
Puts
$6.7M
Net Calls
+$40.5M
Net Calls Change
+$37.4M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$76.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.5M
3
LNC
Lincoln National Corp
Pennsylvania
+$19.6M
4
NA
NewEdge Advisors
Louisiana
+$12M
5
Creative Planning
Creative Planning
Kansas
+$9.49M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$205M
2
SF
Synovus Financial
Georgia
-$73.3M
3
Morgan Stanley
Morgan Stanley
New York
-$60.5M
4
Wells Fargo
Wells Fargo
California
-$36.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$6.63M -$77.7K -2,170 -1%
WP
77
WealthShield Partners
North Carolina
$6.45M -$15.9K -445 -0.2%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$6.45M +$720K +20,100 +13%
SCM
79
SOL Capital Management
Maryland
$6.36M -$57.3K -1,600 -0.9%
AWM
80
AE Wealth Management
Kansas
$6.29M -$1.32M -36,800 -17%
KTC
81
Kistler-Tiffany Companies
Pennsylvania
$6.08M -$598K -16,690 -9%
PTC
82
Philadelphia Trust Company
Pennsylvania
$6.05M – – –
CAN
83
Cetera Advisor Networks
California
$5.86M +$529K +14,780 +10%
AAS
84
Ameritas Advisory Services
Nebraska
$5.79M +$1.19M +33,130 +25%
CWS
85
Cypress Wealth Services
California
$5.76M -$385K -10,740 -6%
HCM
86
Hengehold Capital Management
Ohio
$5.75M -$1.78M -49,830 -23%
VBWMG
87
Von Berge Wealth Management Group
California
$5.72M +$501K +13,990 +10%
AWS
88
Atria Wealth Solutions
New York
$5.72M +$215K +5,995 +4%
FIM
89
Fernwood Investment Management
Massachusetts
$5.64M -$75.6K -2,110 -1%
Jane Street
90
Jane Street
New York
$5.58M +$5.81M +162,235 New
CFAM
91
Center For Asset Management
Florida
$5.57M +$8.41K +235 +0.1%
CFG
92
Carr Financial Group
Massachusetts
$5.48M +$5.71M +159,325 New
CWMGP
93
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.29M -$76.5K -2,135 -1%
William Blair & Company
94
William Blair & Company
Illinois
$5.23M +$1.07M +29,850 +24%
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.18M +$263K +7,345 +5%
Stifel Financial
96
Stifel Financial
Missouri
$4.94M -$65.9K -1,840 -1%
RA
97
Resolute Advisors
California
$4.3M +$17.4K +485 +0.4%
SOS
98
Silver Oak Securities
Tennessee
$4.22M +$1.98M +55,330 +82%
SHJ
99
Sharkey, Howes & Javer
Colorado
$4.02M -$4.4M -122,770 -51%
CP
100
Capital Planning
Washington
$3.98M +$98.5K +2,750 +2%
2 3
4
5 6

MGK Hedge Fund Activity: Q4 2022 in Review

490 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2022, worth a combined $4.86B — up 4.6% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MGK positions and 57 closed out — a net gain of 12 holders — while 122 added to existing stakes and 209 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $76.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $205M.

  • 490 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2022, up from 488 in Q3 2022.
  • Funds reported $4.86B of Vanguard Mega Cap Growth ETF stock for Q4 2022, up 4.6% quarter-over-quarter.
  • 69 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2022 and 57 closed out, a net change of +12 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2022 was AssetMark Inc, an estimated $76.2M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2022 was CAPTRUST Financial Advisors, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2022.