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Vanguard Mega Cap Growth ETF
MGK

Overview Fund Activity

577 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 85 funds opening new positions, 176 increasing their positions, 195 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+38
Holders Change %
+7.05%
% of All Funds
9.1%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.77%
New
85
Increased
176
Reduced
195
Closed
42
Calls
$11.3M
Puts
$4.67M
Net Calls
+$6.6M
Net Calls Change
+$1.87M

Top Buyers

1
PS
1
Portfolio Strategies
New York
$60.7M
2
Wells Fargo
2
Wells Fargo
California
$203M
3
Ameriprise
3
Ameriprise
Minnesota
$122M
4
SIA
4
Strategic Investment Advisors
Michigan
$59.8M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$26.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$387K
2
KAM
2
Kensington Asset Management
Texas
$50.8M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$170M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.84M
5
LNC
5
Lincoln National Corp
Pennsylvania
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
EverSource Wealth Advisors
Alabama
$4.38M -$29.7K -126 -0.7%
JIC
127
Joel Isaacson & Co
New York
$4.26M +$4.24K +18 +0.1%
EWM
128
Empirical Wealth Management
Washington
$4.26M +$399K +1,697 +10%
FWM
129
Fingerlakes Wealth Management
New York
$4.25M +$1.18K +5 +0%
JWM
130
Jackson Wealth Management
Florida
$4.22M +$4.22M +17,948 New
PAG
131
Private Advisor Group
New Jersey
$4.15M +$318K +1,353 +8%
SWP
132
Stratos Wealth Partners
Ohio
$4.14M +$1.65M +6,993 +66%
BWA
133
BDO Wealth Advisors
Florida
$4.06M -$42.8K -182 -1%
LGWM
134
Litman Gregory Wealth Management
California
$4.05M +$4.05M +17,230 New
AAS
135
Ameritas Advisory Services
Nebraska
$4.03M -$3.58M -15,372 -47%
AWE
136
Avidian Wealth Enterprises
Texas
$3.95M +$25.9K +110 +0.7%
IA
137
IFP Advisors
Florida
$3.84M +$337K +1,431 +10%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$3.83M +$652K +2,772 +21%
DRS
139
Deane Retirement Strategies
Louisiana
$3.79M -$7.11M -30,259 -65%
JWCA
140
J.W. Cole Advisors
Florida
$3.74M -$374K -1,588 -9%
MC
141
Mathes Company
New York
$3.71M +$3.71M +15,750 New
SFG
142
Sovereign Financial Group
Connecticut
$3.63M -$24.7K -105 -0.7%
NIM
143
Northeast Investment Management
Massachusetts
$3.63M +$1.4M +5,953 +63%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$3.54M +$410K +1,741 +13%
SFP
145
Strategic Financial Partners
Oregon
$3.52M -$183K -777 -5%
NAM
146
NorthCrest Asset Manangement
Minnesota
$3.31M – – –
FPCG
147
Forum Private Client Group
Indiana
$3.28M -$74.4K -316 -2%
CA
148
Cetera Advisors
Colorado
$3.16M +$233K +992 +8%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$3.14M -$12.7K -54 -0.4%
HWA
150
Hilltop Wealth Advisors
North Carolina
$3.06M -$20.9K -89 -0.7%
4 5
6
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