We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF
MGK

494 hedge funds and large institutions have $4.66B invested in Vanguard Mega Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 179 increasing their positions, 165 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $4.95M

8% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 165

2.68% less ownership

Funds ownership: 232.39% → 229.71% (-2.7%)

6% less funds holding

Funds holding: 526 → 494 (-32)

10% less funds holding in top 10

Funds holding in top 10: 49 → 44 (-5)

22% less capital invested

Capital invested by funds: $5.95B → $4.66B (-$1.29B)

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
494
Holders Change
-32
Holders Change %
-6.08%
% of All Funds
8.32%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.74%
New
47
Increased
179
Reduced
165
Closed
76
Calls
$7.31M
Puts
$4.95M
Net Calls
+$2.37M
Net Calls Change
+$2.25M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$72.1M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$52.9M
3
LNC
Lincoln National Corp
Pennsylvania
+$18.7M
4
MFG
Merit Financial Group
Georgia
+$18.4M
5
BWL
Bogart Wealth LLC
Virginia
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
-$124M
2
Morgan Stanley
Morgan Stanley
New York
-$47.4M
3
Bank of America
Bank of America
North Carolina
-$40.7M
4
FSA
Financial Sense Advisors
California
-$25.8M
5
CIC
Cornercap Investment Counsel
Georgia
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
126
BDO Wealth Advisors
Florida
$2.99M -$117K -2,900 -3%
TF
127
Theory Financial
Colorado
$2.98M +$380K +9,435 +13%
PAG
128
Private Advisor Group
New Jersey
$2.96M -$1.94M -48,180 -37%
AT
129
American Trust
Kentucky
$2.91M +$805 +20 +0%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$2.89M -$76.8K -1,910 -2%
MC
131
Mathes Company
New York
$2.86M – – –
KWM
132
Kingsview Wealth Management
Oregon
$2.86M +$82.3K +2,045 +3%
SFG
133
Sovereign Financial Group
Connecticut
$2.84M -$11.3K -280 -0.4%
NAM
134
NorthCrest Asset Manangement
Minnesota
$2.81M +$3.12M +77,460 New
CFD
135
Creative Financial Designs
Indiana
$2.69M +$340K +8,460 +13%
FWP
136
Falcon Wealth Planning
California
$2.67M +$981K +24,390 +50%
NA
137
NewEdge Advisors
Louisiana
$2.66M +$467K +11,615 +19%
HWA
138
Hilltop Wealth Advisors
North Carolina
$2.52M -$16.5K -410 -0.6%
FPCG
139
Forum Private Client Group
Indiana
$2.46M +$133K +3,300 +5%
NYLIM
140
New York Life Investment Management
New York
$2.43M +$2.69M +66,785 New
EWA
141
Encompass Wealth Advisors
Oregon
$2.39M -$3.79M -94,245 -59%
HI
142
Harbour Investments
Wisconsin
$2.38M +$2.63M +65,350 New
UCFA
143
United Capital Financial Advisors
Texas
$2.35M -$53.1K -1,320 -2%
Citadel Advisors
144
Citadel Advisors
Florida
$2.22M +$1.7M +42,195 +223%
TAIM
145
TD Ameritrade Investment Management
Nebraska
$2.19M +$11.9K +295 +0.5%
MIAN
146
Mariner Independent Advisor Network
Kansas
$2.17M -$91.7K -2,280 -4%
BP
147
Ballentine Partners
Massachusetts
$2.13M – – –
CA
148
Continuum Advisory
Idaho
$2.11M +$4.02K +100 +0.2%
JP Morgan Chase
149
JP Morgan Chase
New York
$2.08M +$181K +4,505 +9%
MCC
150
Money Concepts Capital
Florida
$2.06M -$1.41M -35,065 -38%
4 5
6
7 8

MGK Hedge Fund Activity: Q2 2022 in Review

494 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2022, worth a combined $4.66B — down 22% from $5.95B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of MGK and 47 opened new positions — a net loss of 29 holders — while 165 trimmed existing stakes and 179 added.

The largest buyer was AssetMark Inc, adding an estimated $72.1M. The largest seller was Aaron Wealth Advisors, cutting an estimated $124M.

  • 494 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2022, down from 526 in Q1 2022.
  • Funds reported $4.66B of Vanguard Mega Cap Growth ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 47 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2022 and 76 closed out, a net change of -29 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2022 was AssetMark Inc, an estimated $72.1M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2022.