We are live on ! Find out more
MGK icon

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
DADC
76
D.A. Davidson & Co
Montana
$8.69M -$98.3K -2,595 -1%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$8.6M +$1.45M +38,310 +22%
FWM
78
Focused Wealth Management
New York
$8.6M -$29.6K -780 -0.4%
SI
79
Stephens Inc
Arkansas
$8.53M +$188K +4,955 +2%
BCMLT
80
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.23M +$1.92M +50,725 +34%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$7.86M -$18.8K -495 -0.3%
WP
82
WealthShield Partners
North Carolina
$7.73M +$66.3K +1,750 +0.9%
SCM
83
SOL Capital Management
Maryland
$7.59M +$27.5K +725 +0.4%
PCFFS
84
Pacific Center for Financial Services
California
$7.48M +$6.93M +182,765 New
PTC
85
Philadelphia Trust Company
Pennsylvania
$7.2M
PFS
86
Prospera Financial Services
Texas
$7.16M +$5.85M +154,455 +749%
KTC
87
Kistler-Tiffany Companies
Pennsylvania
$7.14M -$85.6K -2,260 -1%
CI
88
CX Institutional
Indiana
$7.11M -$14.4M -379,910 -69%
UWM
89
USAdvisors Wealth Management
Minnesota
$7.08M -$1.1M -28,915 -14%
AWS
90
Atria Wealth Solutions
New York
$6.93M +$127K +3,360 +2%
AMR
91
Asset Management Resources
Massachusetts
$6.81M +$6.31M +166,570 New
AAS
92
Ameritas Advisory Services
Nebraska
$6.67M -$191K -5,040 -3%
FIM
93
Fernwood Investment Management
Massachusetts
$6.63M -$71.8K -1,895 -1%
CWS
94
Cypress Wealth Services
California
$6.6M -$232K -6,115 -4%
CFAM
95
Center For Asset Management
Florida
$6.52M -$90.2K -2,380 -1%
SOS
96
Silver Oak Securities
Tennessee
$6.49M +$1.37M +36,045 +29%
CAN
97
Cetera Advisor Networks
California
$6.38M -$546K -14,400 -8%
AI
98
Accredited Investors
Minnesota
$6.33M -$4.95M -130,610 -46%
VBWMG
99
Von Berge Wealth Management Group
California
$6.28M +$147K +3,880 +3%
AI
100
Atria Investments
North Carolina
$5.87M +$4.2M +110,745 +339%

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.