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Vanguard Mega Cap Growth ETF

709 hedge funds and large institutions have $9.58B invested in Vanguard Mega Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 266 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 46

30% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 205

22% more funds holding in top 10

Funds holding in top 10: 5162 (+11)

7% more capital invested

Capital invested by funds: $8.97B → $9.58B (+$609M)

5% more funds holding

Funds holding: 675709 (+34)

19.75% less ownership

Funds ownership: 272.88%253.13% (-20%)

74% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $139M

Holders
709
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
10.21%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.89%
New
91
Increased
266
Reduced
205
Closed
46
Calls
$36.6M
Puts
$139M
Net Calls
-$102M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
126
Stratos Investment Management
Ohio
$7.23M -$7.95M -144,170 -53%
RA
127
Resolute Advisors
California
$7.16M +$7.17K +130 +0.1%
TA
128
Tactive Advisors
Florida
$7.07M +$2.64M +47,820 +63%
WAM
129
WNY Asset Management
New York
$6.97M +$238K +4,305 +4%
CWMGP
130
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.72M -$306K -5,540 -5%
SWP
131
Stratos Wealth Partners
Ohio
$6.61M +$1.36M +24,700 +27%
AI
132
Accredited Investors
Minnesota
$6.53M -$88.8K -1,610 -1%
PAG
133
Private Advisor Group
New Jersey
$6.44M +$436K +7,910 +8%
SF
134
Synovus Financial
Georgia
$6.16M -$210K -3,805 -3%
AWE
135
Avidian Wealth Enterprises
Texas
$6.03M -$2.46M -44,560 -30%
MFA
136
McClarren Financial Advisors
Pennsylvania
$6.03M -$77.5K -1,405 -1%
DRS
137
Deane Retirement Strategies
Louisiana
$5.9M +$5.68M +102,925 New
9WM
138
9258 Wealth Management
Ohio
$5.83M +$24.8K +450 +0.4%
NA
139
NewEdge Advisors
Louisiana
$5.82M -$37.7M -683,315 -87%
FWM
140
Fingerlakes Wealth Management
New York
$5.81M +$591K +10,720 +12%
ITB
141
Idaho Trust Bank
Idaho
$5.81M +$5.59M +101,355 New
MGIA
142
Moneta Group Investment Advisors
Missouri
$5.77M -$55.5K -1,005 -1%
CL
143
Choreo LLC
Illinois
$5.7M +$4.41K +80 +0.1%
NIM
144
Northeast Investment Management
Massachusetts
$5.69M +$562K +10,185 +11%
WFA
145
Wells Financial Advisors
Massachusetts
$5.55M
Fidelity Investments
146
Fidelity Investments
Massachusetts
$5.47M +$640K +11,605 +14%
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$5.4M +$885K +16,040 +21%
AFTS
148
American Financial & Tax Strategies
New York
$5.37M -$338K -6,120 -6%
IFG
149
Independent Financial Group
California
$5.34M +$1.07M +19,345 +26%
JIC
150
Joel Isaacson & Co
New York
$5.3M +$4.41K +80 +0.1%

MGK Hedge Fund Activity: Q1 2024 in Review

709 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2024, worth a combined $9.58B — up 6.8% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new MGK positions and 46 closed out — a net gain of 45 holders — while 266 added to existing stakes and 205 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $468M.

  • 709 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2024, up from 675 in Q4 2023.
  • Funds reported $9.58B of Vanguard Mega Cap Growth ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 91 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2024 and 46 closed out, a net change of +45 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2024 was Angeles Investment Advisors, an estimated $110M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $468M sold.

Based on aggregated 13F filings for Q1 2024.