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Vanguard Mega Cap Growth ETF

747 hedge funds and large institutions have $12.2B invested in Vanguard Mega Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 266 increasing their positions, 246 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $6.12M

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

17.66% more ownership

Funds ownership: 254.26%271.91% (+18%)

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.28B)

1% more funds holding

Funds holding: 736747 (+11)

8% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 246

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

Holders
747
Holders Change
+11
Holders Change %
+1.49%
% of All Funds
10.73%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.82%
New
70
Increased
266
Reduced
246
Closed
50
Calls
$34.4M
Puts
$6.12M
Net Calls
+$28.3M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
101
Wheelhouse Advisory Group
Missouri
$13.2M +$364K +5,835 +3%
WP
102
WealthShield Partners
North Carolina
$12.7M +$1.21M +19,475 +11%
NAS
103
NWF Advisory Services
California
$12M +$410K +6,575 +4%
Bank of New York Mellon
104
Bank of New York Mellon
New York
$12M -$243K -3,900 -2%
FWM
105
Focused Wealth Management
New York
$11.8M -$108K -1,730 -0.9%
TCBWMS
106
Texas Capital Bank Wealth Management Services
Texas
$11.8M -$35.6K -570 -0.3%
PCFFS
107
Pacific Center for Financial Services
California
$11.8M -$9.36K -150 -0.1%
PIS
108
POM Investment Strategies
North Carolina
$11.7M -$2.9M -46,490 -20%
SI
109
Stephens Inc
Arkansas
$11.7M -$87.6K -1,405 -0.8%
EWM
110
Empirical Wealth Management
Washington
$11.6M +$2.64M +42,310 +31%
CIA
111
Concurrent Investment Advisors
Florida
$11.6M +$358K +5,745 +3%
CP
112
Capital Planning
Washington
$11.5M +$31.8K +510 +0.3%
FIM
113
Fernwood Investment Management
Massachusetts
$11M -$105K -1,685 -1%
PTC
114
Philadelphia Trust Company
Pennsylvania
$10.6M
FS
115
Ferguson Shapiro
Georgia
$10.4M +$10.1M +161,600 New
SCM
116
SOL Capital Management
Maryland
$10.4M +$229K +3,675 +2%
NIM
117
Northeast Investment Management
Massachusetts
$10.3M +$594K +9,525 +6%
CPCP
118
Cedar Point Capital Partners
Iowa
$10.3M -$898K -14,390 -8%
AWS
119
Atria Wealth Solutions
New York
$10.2M -$403K -6,465 -4%
CFP
120
Cascade Financial Partners
California
$9.83M +$167K +2,675 +2%
PAG
121
Private Advisor Group
New Jersey
$9.73M +$2.09M +33,505 +28%
CFAM
122
Center For Asset Management
Florida
$9.61M +$332K +5,325 +4%
CWS
123
Cypress Wealth Services
California
$9.27M -$474K -7,595 -5%
KWM
124
Kingsview Wealth Management
Oregon
$9.14M -$87K -1,395 -1%
AA
125
Apriem Advisors
California
$8.99M +$3.74M +59,970 +75%

MGK Hedge Fund Activity: Q3 2024 in Review

747 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2024, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MGK positions and 50 closed out — a net gain of 20 holders — while 266 added to existing stakes and 246 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $500M. The largest seller was MFA Wealth Advisors, cutting an estimated $29.8M.

  • 747 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2024, up from 736 in Q2 2024.
  • Funds reported $12.2B of Vanguard Mega Cap Growth ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 70 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2024 and 50 closed out, a net change of +20 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2024 was Howard Capital Management, an estimated $500M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2024 was MFA Wealth Advisors, an estimated $29.8M sold.

Based on aggregated 13F filings for Q3 2024.