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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
EWA
126
EverSource Wealth Advisors
Alabama
$4.38M -$27.1K -630 -0.7%
JIC
127
Joel Isaacson & Co
New York
$4.26M +$3.88K +90 +0.1%
EWM
128
Empirical Wealth Management
Washington
$4.26M +$366K +8,485 +10%
FWM
129
Fingerlakes Wealth Management
New York
$4.25M +$1.08K +25 +0%
JWM
130
Jackson Wealth Management
Florida
$4.22M +$3.87M +89,740 New
PAG
131
Private Advisor Group
New Jersey
$4.15M +$292K +6,765 +8%
SWP
132
Stratos Wealth Partners
Ohio
$4.14M +$1.51M +34,965 +66%
BWA
133
BDO Wealth Advisors
Florida
$4.06M -$39.2K -910 -1%
LGWM
134
Litman Gregory Wealth Management
California
$4.05M +$3.71M +86,150 New
AAS
135
Ameritas Advisory Services
Nebraska
$4.03M -$3.31M -76,860 -47%
AWE
136
Avidian Wealth Enterprises
Texas
$3.95M +$23.7K +550 +0.7%
IA
137
IFP Advisors
Florida
$3.84M +$308K +7,155 +10%
JP Morgan Chase
138
JP Morgan Chase
New York
$3.83M +$597K +13,860 +21%
DRS
139
Deane Retirement Strategies
Louisiana
$3.79M -$6.52M -151,295 -65%
JWCA
140
J.W. Cole Advisors
Florida
$3.74M -$342K -7,940 -9%
MC
141
Mathes Company
New York
$3.71M +$3.39M +78,750 New
SFG
142
Sovereign Financial Group
Connecticut
$3.63M -$22.6K -525 -0.7%
NIM
143
Northeast Investment Management
Massachusetts
$3.63M +$1.28M +29,765 +63%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$3.54M +$375K +8,705 +13%
SFP
145
Strategic Financial Partners
Oregon
$3.52M -$167K -3,885 -5%
NAM
146
NorthCrest Asset Manangement
Minnesota
$3.31M
FPCG
147
Forum Private Client Group
Indiana
$3.28M -$68.1K -1,580 -2%
CA
148
Cetera Advisors
Colorado
$3.16M +$214K +4,960 +8%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$3.14M -$11.6K -270 -0.4%
HWA
150
Hilltop Wealth Advisors
North Carolina
$3.06M -$19.2K -445 -0.7%

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.