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Vanguard Mega Cap Growth ETF
MGK

Overview Fund Activity

671 hedge funds and large institutions have $8.96B invested in Vanguard Mega Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 216 increasing their positions, 185 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+94
Holders Change %
+16.29%
% of All Funds
9.84%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.75%
New
132
Increased
216
Reduced
185
Closed
29
Calls
$23.9M
Puts
$228M
Net Calls
-$204M
Net Calls Change
-$209M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$895M
2
Cerity Partners
Cerity Partners
New York
$81.9M
3
AssetMark Inc
AssetMark Inc
California
$1.79B
4
PCM
Piedmont Capital Management
Montana
$30.3M
5
LPL Financial
LPL Financial
California
$221M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$220M
2
Osaic Holdings
Osaic Holdings
Arizona
$202M
3
Bank of America
Bank of America
North Carolina
$456M
4
AT
American Trust
Kentucky
$33.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Ameritas Advisory Services
Nebraska
$6.25M -$2.77M -10,311 -31%
ODFS
127
O'Donnell Financial Services
California
$6.24M +$6.24M +24,034 New
WAM
128
WNY Asset Management
New York
$6.08M +$163K +627 +3%
AI
129
Accredited Investors
Minnesota
$5.99M -$1.02M -3,938 -15%
SF
130
Synovus Financial
Georgia
$5.78M -$1.72M -6,644 -23%
SOS
131
Silver Oak Securities
Tennessee
$5.74M +$2.25M +8,683 +65%
CF
132
Centaurus Financial
California
$5.66M -$9.68M -37,310 -63%
MFA
133
McClarren Financial Advisors
Pennsylvania
$5.53M +$83.8K +323 +2%
PAG
134
Private Advisor Group
New Jersey
$5.42M +$761K +2,932 +16%
MGIA
135
Moneta Group Investment Advisors
Missouri
$5.28M -$27.8K -107 -0.5%
9WM
136
9258 Wealth Management
Ohio
$5.25M -$7.79K -30 -0.1%
AMR
137
Asset Management Resources
Massachusetts
$5.18M -$1.16M -4,472 -18%
AFTS
138
American Financial & Tax Strategies
New York
$5.18M +$5.18M +19,947 New
CL
139
Choreo LLC
Illinois
$5.16M +$3.37M +12,984 +188%
WFA
140
Wells Financial Advisors
Massachusetts
$5.02M -$36.1K -139 -0.7%
FIS
141
Fischer Investment Strategies
California
$4.89M +$153K +591 +3%
JIC
142
Joel Isaacson & Co
New York
$4.8M +$6.75K +26 +0.1%
SHJ
143
Sharkey, Howes & Javer
Colorado
$4.74M +$65.1K +251 +1%
IFS
144
Ifrah Financial Services
Arkansas
$4.71M -$195K -751 -4%
SWP
145
Stratos Wealth Partners
Ohio
$4.71M +$19.5K +75 +0.4%
FWM
146
Fingerlakes Wealth Management
New York
$4.7M +$64.6K +249 +1%
NIM
147
Northeast Investment Management
Massachusetts
$4.62M +$127K +489 +3%
JWM
148
Jackson Wealth Management
Florida
$4.61M -$4.76M -18,357 -51%
EWA
149
EverSource Wealth Advisors
Alabama
$4.49M -$171K -658 -4%
LGWM
150
Litman Gregory Wealth Management
California
$4.47M – – –
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