We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF
MGK

450 hedge funds and large institutions have $5.79B invested in Vanguard Mega Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 144 increasing their positions, 126 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $10M | Put options by funds: $3.69M

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

14% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 126

5% more capital invested

Capital invested by funds: $5.51B → $5.79B (+$278M)

4% more funds holding

Funds holding: 432 → 450 (+18)

2% more funds holding in top 10

Funds holding in top 10: 42 → 43 (+1)

4.56% less ownership

Funds ownership: 243.16% → 238.59% (-4.6%)

Holders
450
Holders Change
+18
Holders Change %
+4.17%
% of All Funds
7.88%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.75%
New
52
Increased
144
Reduced
126
Closed
25
Calls
$10M
Puts
$3.69M
Net Calls
+$6.36M
Net Calls Change
+$3.86M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$66.8M
2
Morgan Stanley
Morgan Stanley
New York
+$41M
3
AIA
Angeles Investment Advisors
California
+$34.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$56.4M
2
LNC
Lincoln National Corp
Pennsylvania
-$17M
3
Bank of America
Bank of America
North Carolina
-$9.65M
4
BPA
Beacon Pointe Advisors
California
-$8.92M
5
DWM
Darwin Wealth Management
Florida
-$6.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
151
Maryland Capital Management
Maryland
$2.08M +$1.94K +40 +0.1%
AO
152
Advisor OS
Illinois
$2.07M +$446K +9,230 +26%
PIP
153
Peachtree Investment Partners
Florida
$2.05M +$73.3K +1,515 +4%
PTP
154
Platform Technology Partners
New York
$2.01M +$232K +4,795 +13%
SPC
155
Sigma Planning Corp
Michigan
$1.94M +$809K +16,725 +68%
SFBLI
156
Southern Farm Bureau Life Insurance
Mississippi
$1.93M +$1.99M +41,125 New
KeyBank National Association
157
KeyBank National Association
Ohio
$1.92M -$47.2K -975 -2%
HCM
158
Hollencrest Capital Management
California
$1.9M – – –
KPWS
159
Kestra Private Wealth Services
Texas
$1.86M +$147K +3,045 +8%
SFG
160
Sovereign Financial Group
Connecticut
$1.85M -$369K -7,625 -16%
CTFG
161
Capstone Triton Financial Group
Oklahoma
$1.84M -$1.03M -21,240 -36%
FWM
162
FFT Wealth Management
Pennsylvania
$1.75M – – –
AI
163
Atria Investments
North Carolina
$1.72M +$1.77M +36,670 New
VA
164
Valmark Advisers
Ohio
$1.68M -$33.9K -700 -2%
PL
165
Plancorp LLC
Missouri
$1.68M – – –
VF
166
Virtu Financial
New York
$1.65M +$1.7M +35,140 New
NL
167
NWAM LLC
Washington
$1.65M -$30.5K -630 -2%
CWA
168
Clarus Wealth Advisors
Arizona
$1.64M +$41.4K +855 +3%
PB
169
Pinnacle Bancorp
Nebraska
$1.61M +$49.6K +1,025 +3%
EWM
170
Echo Wealth Management
Minnesota
$1.6M -$180K -3,725 -10%
IC
171
Intersect Capital
California
$1.59M – – –
IA
172
IndexIQ Advisors
New York
$1.59M -$58K -1,200 -3%
CCIA
173
Cherry Creek Investment Advisors
Colorado
$1.57M +$44.5K +920 +3%
GTAM
174
Global Trust Asset Management
Florida
$1.55M +$318K +6,575 +25%
JP Morgan Chase
175
JP Morgan Chase
New York
$1.54M -$88K -1,820 -5%
5 6
7
8 9

MGK Hedge Fund Activity: Q3 2021 in Review

450 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2021, worth a combined $5.79B — up 5% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MGK positions and 25 closed out — a net gain of 27 holders — while 144 added to existing stakes and 126 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $66.8M. The largest seller was AE Wealth Management, cutting an estimated $56.4M.

  • 450 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2021, up from 432 in Q2 2021.
  • Funds reported $5.79B of Vanguard Mega Cap Growth ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2021 and 25 closed out, a net change of +27 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2021 was AssetMark Inc, an estimated $66.8M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $56.4M sold.

Based on aggregated 13F filings for Q3 2021.