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Vanguard Mega Cap Growth ETF

580 hedge funds and large institutions have $7.13B invested in Vanguard Mega Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 177 increasing their positions, 195 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $4.67M

105% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $6.2B → $7.13B (+$932M)

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

7% more funds holding

Funds holding: 541580 (+39)

9% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 195

6.01% less ownership

Funds ownership: 260.63%254.63% (-6%)

Holders
580
Holders Change
+39
Holders Change %
+7.21%
% of All Funds
9.11%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.77%
New
86
Increased
177
Reduced
195
Closed
42
Calls
$11.3M
Puts
$4.67M
Net Calls
+$6.59M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
TFB Advisors
Kansas
$11M +$549K +12,745 +6%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$10.6M +$636K +14,755 +7%
FGA
78
Fortis Group Advisors
New Jersey
$10.1M +$9.29M +215,655 New
TCBWMS
79
Texas Capital Bank Wealth Management Services
Texas
$10.1M
FWM
80
Focused Wealth Management
New York
$9.84M -$46.1K -1,070 -0.5%
DADC
81
D.A. Davidson & Co
Montana
$9.79M -$192K -4,450 -2%
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
$9.25M +$8.47M +196,500 New
SI
83
Stephens Inc
Arkansas
$9.19M -$572K -13,270 -6%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$9M -$40.3K -935 -0.5%
WP
85
WealthShield Partners
North Carolina
$8.9M
Stifel Financial
86
Stifel Financial
Missouri
$8.84M +$2M +46,445 +33%
SCM
87
SOL Capital Management
Maryland
$8.75M +$23.7K +550 +0.3%
CAN
88
Cetera Advisor Networks
California
$8.75M +$1.29M +29,980 +19%
PCFFS
89
Pacific Center for Financial Services
California
$8.68M +$73K +1,695 +0.9%
AWS
90
Atria Wealth Solutions
New York
$8.55M +$523K +12,145 +7%
CI
91
CX Institutional
Indiana
$8.51M +$291K +6,745 +4%
PTC
92
Philadelphia Trust Company
Pennsylvania
$8.28M
AMR
93
Asset Management Resources
Massachusetts
$8.19M +$318K +7,390 +4%
KTC
94
Kistler-Tiffany Companies
Pennsylvania
$8.06M -$136K -3,155 -2%
CWS
95
Cypress Wealth Services
California
$7.66M -$125K -2,895 -2%
FIM
96
Fernwood Investment Management
Massachusetts
$7.66M +$28.4K +660 +0.4%
VBWMG
97
Von Berge Wealth Management Group
California
$7.65M +$387K +8,985 +6%
CFAM
98
Center For Asset Management
Florida
$6.9M -$553K -12,830 -8%
Jane Street
99
Jane Street
New York
$6.69M +$6.13M +142,155 New
UWM
100
USAdvisors Wealth Management
Minnesota
$6.65M -$1.37M -31,825 -18%

MGK Hedge Fund Activity: Q2 2023 in Review

580 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2023, worth a combined $7.13B — up 15% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MGK positions and 42 closed out — a net gain of 44 holders — while 177 added to existing stakes and 195 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $45M. The largest seller was Wellington Management Group, cutting an estimated $201M.

  • 580 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2023, up from 541 in Q1 2023.
  • Funds reported $7.13B of Vanguard Mega Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 86 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2023 and 42 closed out, a net change of +44 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2023 was Portfolio Strategies, an estimated $45M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2023.