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Vanguard Mega Cap Growth ETF

580 hedge funds and large institutions have $7.09B invested in Vanguard Mega Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $9.73M | Put options by funds: $4.76M

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

4.09% more ownership

Funds ownership: 254.63%258.71% (+4.1%)

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 188

0% more funds holding

Funds holding: 580580 (0)

1% less capital invested

Capital invested by funds: $7.13B → $7.09B (-$46.7M)

10% less funds holding in top 10

Funds holding in top 10: 4944 (-5)

Holders
580
Holders Change
Holders Change %
0%
% of All Funds
9.2%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.7%
New
55
Increased
194
Reduced
188
Closed
47
Calls
$9.73M
Puts
$4.76M
Net Calls
+$4.97M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
126
Falcon Wealth Planning
California
$4.19M -$70.1K -1,485 -2%
JIC
127
Joel Isaacson & Co
New York
$4.19M +$80.7K +1,710 +2%
FIS
128
Fischer Investment Strategies
California
$4.14M -$406K -8,610 -9%
SWP
129
Stratos Wealth Partners
Ohio
$4.1M +$109K +2,310 +3%
SHJ
130
Sharkey, Howes & Javer
Colorado
$4.08M -$501K -10,620 -11%
PAG
131
Private Advisor Group
New Jersey
$4.07M +$74.3K +1,575 +2%
EWA
132
EverSource Wealth Advisors
Alabama
$4.07M -$160K -3,395 -4%
FWM
133
Fingerlakes Wealth Management
New York
$4.06M -$39.4K -835 -0.9%
NIM
134
Northeast Investment Management
Massachusetts
$3.93M +$444K +9,415 +12%
LGWM
135
Litman Gregory Wealth Management
California
$3.91M
EF
136
Empowered Funds
Pennsylvania
$3.87M +$2.09M +44,385 +109%
JP Morgan Chase
137
JP Morgan Chase
New York
$3.86M +$180K +3,805 +5%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$3.68M +$908K +19,250 +31%
IA
139
IFP Advisors
Florida
$3.62M -$88.7K -1,880 -2%
MC
140
Mathes Company
New York
$3.57M
ES
141
Eagle Strategies
New York
$3.57M +$1.64M +34,670 +79%
CG
142
Colony Group
Massachusetts
$3.38M +$751K +15,920 +27%
SFP
143
Strategic Financial Partners
Oregon
$3.38M -$19.6K -415 -0.6%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$3.31M -$110K -2,330 -3%
JWCA
145
J.W. Cole Advisors
Florida
$3.24M -$382K -8,105 -10%
PCA
146
Prosperity Capital Advisors
Ohio
$3.14M +$3.26M +69,085 New
NAM
147
NorthCrest Asset Manangement
Minnesota
$3.12M -$67.5K -1,430 -2%
SOS
148
Silver Oak Securities
Tennessee
$3.05M -$3.49M -73,955 -52%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$2.97M -$62.3K -1,320 -2%
HWA
150
Hilltop Wealth Advisors
North Carolina
$2.81M -$149K -3,160 -5%

MGK Hedge Fund Activity: Q3 2023 in Review

580 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2023, worth a combined $7.09B — down 0.65% from $7.13B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MGK positions and 47 closed out — a net gain of 8 holders — while 194 added to existing stakes and 188 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $126M. The largest seller was Strategic Investment Advisors, cutting an estimated $30.2M.

  • 580 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $7.09B of Vanguard Mega Cap Growth ETF stock for Q3 2023, down 0.65% quarter-over-quarter.
  • 55 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2023 and 47 closed out, a net change of +8 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2023 was Osaic Holdings, an estimated $126M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2023 was Strategic Investment Advisors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2023.