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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
SOS
101
Silver Oak Securities
Tennessee
$6.65M -$751K -17,420 -11%
William Blair & Company
102
William Blair & Company
Illinois
$6.56M +$79.1K +1,835 +1%
AWM
103
Apollon Wealth Management
South Carolina
$6.53M +$5.44M +126,180 +996%
AI
104
Accredited Investors
Minnesota
$6.53M -$691K -16,035 -10%
CWMGP
105
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.49M -$115K -2,670 -2%
KWM
106
Kingsview Wealth Management
Oregon
$6.29M +$1.7M +39,385 +42%
VAS
107
Valicenti Advisory Services
New York
$6.26M +$5.73M +132,990 New
CCA
108
Checchi Capital Advisers
California
$6.11M +$2.46M +57,100 +78%
CP
109
Capital Planning
Washington
$6.06M +$109K +2,540 +2%
Prudential Financial
110
Prudential Financial
New Jersey
$5.87M +$2.11M +49,015 +65%
RA
111
Resolute Advisors
California
$5.86M +$6.46K +150 +0.1%
CWA
112
Clarus Wealth Advisors
Arizona
$5.23M +$33.8K +785 +0.7%
KAS
113
Kestra Advisory Services
Texas
$5.16M +$761K +17,650 +19%
Wealthfront Advisers
114
Wealthfront Advisers
California
$4.98M -$182K -4,215 -4%
WAM
115
WNY Asset Management
New York
$4.92M +$1.49M +34,555 +49%
MFA
116
McClarren Financial Advisors
Pennsylvania
$4.87M +$70.9K +1,645 +2%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$4.84M -$20.2M -469,040 -82%
9WM
118
9258 Wealth Management
Ohio
$4.82M -$116K -2,700 -3%
MGIA
119
Moneta Group Investment Advisors
Missouri
$4.82M +$1.06M +24,500 +31%
SHJ
120
Sharkey, Howes & Javer
Colorado
$4.73M -$382K -8,875 -8%
FIS
121
Fischer Investment Strategies
California
$4.7M +$4.3M +99,810 New
WFA
122
Wells Financial Advisors
Massachusetts
$4.6M +$19.4K +450 +0.5%
IFS
123
Ifrah Financial Services
Arkansas
$4.49M -$27.4K -635 -0.7%
AI
124
Atria Investments
North Carolina
$4.46M -$2.1M -48,655 -34%
FWP
125
Falcon Wealth Planning
California
$4.42M -$246K -5,700 -6%

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.