We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF

450 hedge funds and large institutions have $5.79B invested in Vanguard Mega Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 144 increasing their positions, 126 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $10M | Put options by funds: $3.69M

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

14% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 126

5% more capital invested

Capital invested by funds: $5.51B → $5.79B (+$278M)

4% more funds holding

Funds holding: 432450 (+18)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

4.56% less ownership

Funds ownership: 243.16%238.59% (-4.6%)

Holders
450
Holders Change
+18
Holders Change %
+4.17%
% of All Funds
7.88%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.75%
New
52
Increased
144
Reduced
126
Closed
25
Calls
$10M
Puts
$3.69M
Net Calls
+$6.36M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
101
IEQ Capital
California
$5.13M
CP
102
Capital Planning
Washington
$5.12M -$726 -15 -0%
LGWM
103
Litman Gregory Wealth Management
California
$4.86M +$3.85M +79,545 +332%
IFS
104
Ifrah Financial Services
Arkansas
$4.77M -$14.3K -295 -0.3%
WFA
105
Wells Financial Advisors
Massachusetts
$4.77M -$489K -10,100 -9%
IA
106
IFP Advisors
Florida
$4.76M +$60K +1,240 +1%
SFP
107
Strategic Financial Partners
Oregon
$4.74M +$43.1K +890 +0.9%
UCFA
108
United Capital Financial Advisors
Texas
$4.55M +$81K +1,675 +2%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$4.53M -$75.2K -1,555 -2%
HH
110
Hilltop Holdings
Texas
$4.51M +$4.65M +96,125 New
BWA
111
BDO Wealth Advisors
Florida
$4.18M -$244K -5,035 -5%
ACI
112
Alpha Cubed Investments
California
$4.15M +$1.14M +23,560 +36%
PFA
113
Peak Financial Advisors
Colorado
$4.11M +$2.03M +41,950 +92%
CPFP
114
Clear Perspectives Financial Planning
Ohio
$4.05M +$1.01M +20,970 +32%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$4M -$1.22M -25,140 -23%
JIC
116
Joel Isaacson & Co
New York
$3.97M
Vanguard Group
117
Vanguard Group
Pennsylvania
$3.92M +$16.4K +340 +0.4%
FHA
118
First Horizon Advisors
Tennessee
$3.9M +$182K +3,765 +5%
MC
119
Mathes Company
New York
$3.7M
HWA
120
Hilltop Wealth Advisors
North Carolina
$3.64M -$189K -3,915 -5%
Citadel Advisors
121
Citadel Advisors
Florida
$3.61M +$1.22M +25,215 +49%
CF
122
Centaurus Financial
California
$3.27M +$595K +12,310 +21%
CFD
123
Creative Financial Designs
Indiana
$3.25M +$293K +6,065 +10%
Prudential Financial
124
Prudential Financial
New Jersey
$3.2M +$286K +5,905 +10%
TRCT
125
Tower Research Capital (TRC)
New York
$3.15M +$3.21M +66,390 +10,538%

MGK Hedge Fund Activity: Q3 2021 in Review

450 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2021, worth a combined $5.79B — up 5% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MGK positions and 25 closed out — a net gain of 27 holders — while 144 added to existing stakes and 126 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $66.8M. The largest seller was AE Wealth Management, cutting an estimated $56.4M.

  • 450 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2021, up from 432 in Q2 2021.
  • Funds reported $5.79B of Vanguard Mega Cap Growth ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2021 and 25 closed out, a net change of +27 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2021 was AssetMark Inc, an estimated $66.8M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $56.4M sold.

Based on aggregated 13F filings for Q3 2021.