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Vanguard Mega Cap Growth ETF

526 hedge funds and large institutions have $5.95B invested in Vanguard Mega Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 165

1% more call options, than puts

Call options by funds: $8.31M | Put options by funds: $8.19M

8% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 61

3% less funds holding

Funds holding: 542526 (-16)

8% less funds holding in top 10

Funds holding in top 10: 5349 (-4)

16.19% less ownership

Funds ownership: 248.58%232.39% (-16%)

17% less capital invested

Capital invested by funds: $7.14B → $5.95B (-$1.19B)

Holders
526
Holders Change
-16
Holders Change %
-2.95%
% of All Funds
8.3%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.77%
New
56
Increased
176
Reduced
165
Closed
61
Calls
$8.31M
Puts
$8.19M
Net Calls
+$114K
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Ameritas Advisory Services
Nebraska
$3.99M +$782K +16,880 +25%
AFP
127
Ausdal Financial Partners
Iowa
$3.95M +$2.25M +48,670 +138%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$3.83M -$61.4K -1,325 -2%
AT
129
American Trust
Kentucky
$3.76M +$3.7M +79,935 New
JIC
130
Joel Isaacson & Co
New York
$3.73M +$2.78K +60 +0.1%
JWCA
131
J.W. Cole Advisors
Florida
$3.71M +$124K +2,685 +4%
MC
132
Mathes Company
New York
$3.71M
SFG
133
Sovereign Financial Group
Connecticut
$3.7M +$1.71M +36,905 +89%
EWM
134
Empirical Wealth Management
Washington
$3.65M -$2.17M -46,865 -38%
KWM
135
Kingsview Wealth Management
Oregon
$3.61M -$412K -8,895 -10%
SWP
136
Stratos Wealth Partners
Ohio
$3.5M +$1.99M +43,015 +137%
ACI
137
Alpha Cubed Investments
California
$3.42M -$57.4K -1,240 -2%
FWM
138
Fingerlakes Wealth Management
New York
$3.4M +$47.7K +1,030 +1%
TF
139
Theory Financial
Colorado
$3.31M +$39.6K +855 +1%
HWA
140
Hilltop Wealth Advisors
North Carolina
$3.28M -$259K -5,585 -7%
1WM
141
1900 Wealth Management
Texas
$3.15M -$2.63M -56,670 -46%
UCFA
142
United Capital Financial Advisors
Texas
$3.11M -$718K -15,490 -19%
CFD
143
Creative Financial Designs
Indiana
$3.09M -$258K -5,570 -8%
FPCG
144
Forum Private Client Group
Indiana
$3.03M +$2.98M +64,375 New
AI
145
Atria Investments
North Carolina
$2.97M +$532K +11,485 +22%
MIAN
146
Mariner Independent Advisor Network
Kansas
$2.9M -$83.1K -1,795 -3%
NA
147
NewEdge Advisors
Louisiana
$2.9M -$1.43M -30,800 -33%
TAIM
148
TD Ameritrade Investment Management
Nebraska
$2.82M -$62.5K -1,350 -2%
BP
149
Ballentine Partners
Massachusetts
$2.75M -$515K -11,110 -16%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$2.68M +$170K +3,680 +7%

MGK Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2022, worth a combined $5.95B — down 17% from $7.14B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of MGK and 56 opened new positions — a net loss of 5 holders — while 165 trimmed existing stakes and 176 added.

The largest buyer was Aaron Wealth Advisors, opening a new position worth an estimated $143M. The largest seller was AE Wealth Management, cutting an estimated $114M.

  • 526 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2022, down from 542 in Q4 2021.
  • Funds reported $5.95B of Vanguard Mega Cap Growth ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 56 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2022 and 61 closed out, a net change of -5 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $143M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2022 was AE Wealth Management, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2022.