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Vanguard Mega Cap Growth ETF

526 hedge funds and large institutions have $5.95B invested in Vanguard Mega Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 176 increasing their positions, 165 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 165

1% more call options, than puts

Call options by funds: $8.31M | Put options by funds: $8.19M

8% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 61

3% less funds holding

Funds holding: 542526 (-16)

8% less funds holding in top 10

Funds holding in top 10: 5349 (-4)

16.19% less ownership

Funds ownership: 248.58%232.39% (-16%)

17% less capital invested

Capital invested by funds: $7.14B → $5.95B (-$1.19B)

Holders
526
Holders Change
-16
Holders Change %
-2.95%
% of All Funds
8.3%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.77%
New
56
Increased
176
Reduced
165
Closed
61
Calls
$8.31M
Puts
$8.19M
Net Calls
+$114K
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Aaron Wealth Advisors
Illinois
$2.63M +$143M +3,089,625 New
JP Morgan Chase
152
JP Morgan Chase
New York
$2.49M +$928K +20,030 +61%
MSFS
153
Main Street Financial Solutions
Pennsylvania
$2.48M +$174K +3,755 +8%
PTP
154
Platform Technology Partners
New York
$2.43M +$223K +4,815 +10%
HIS
155
Horizon Investment Services
Indiana
$2.41M -$383K -8,270 -14%
CA
156
Continuum Advisory
Idaho
$2.37M +$2.68M +57,905 New
BRWA
157
B. Riley Wealth Advisors
Florida
$2.36M +$181K +3,900 +8%
OCM
158
One Capital Management
California
$2.36M +$2.33M +50,205 New
KAM
159
Knightsbridge Asset Management
California
$2.32M +$893K +19,275 +64%
FWP
160
Falcon Wealth Planning
California
$2.31M +$1.01M +21,705 +80%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$2.22M +$1.75M +37,835 +408%
PFA
162
Professional Financial Advisors
Nebraska
$2.2M +$2.03M +43,855 +1,502%
AO
163
Advisor OS
Illinois
$2.2M -$374K -8,075 -15%
FFWA
164
FRG Family Wealth Advisors
Washington
$2.2M -$312K -6,725 -13%
NAS
165
Nicolet Advisory Services
Wisconsin
$2.15M -$62.1K -1,340 -3%
ETIA
166
Epic Trust Investment Advisors
Washington
$2.13M -$785K -16,945 -27%
AWP
167
Accretive Wealth Partners
New Jersey
$2.12M
CA
168
CoreCap Advisors
Michigan
$2.12M +$1.31M +28,295 +170%
TFS
169
TrustCore Financial Services
Tennessee
$2.06M +$1.47M +31,730 +265%
RFN
170
RDA Financial Network
Iowa
$2.05M +$131K +2,835 +7%
NL
171
NVWM LLC
Pennsylvania
$2.05M +$242K +5,215 +14%
CA
172
Cetera Advisors
Colorado
$2.04M +$75.7K +1,635 +4%
AAS
173
Avantax Advisory Services
Texas
$2.04M +$1.46M +31,545 +269%
Northern Trust
174
Northern Trust
Illinois
$2M -$232K -5,000 -11%
KPWS
175
Kestra Private Wealth Services
Texas
$1.99M +$126K +2,730 +7%

MGK Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2022, worth a combined $5.95B — down 17% from $7.14B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of MGK and 56 opened new positions — a net loss of 5 holders — while 165 trimmed existing stakes and 176 added.

The largest buyer was Aaron Wealth Advisors, opening a new position worth an estimated $143M. The largest seller was AE Wealth Management, cutting an estimated $114M.

  • 526 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2022, down from 542 in Q4 2021.
  • Funds reported $5.95B of Vanguard Mega Cap Growth ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 56 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2022 and 61 closed out, a net change of -5 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $143M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2022 was AE Wealth Management, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2022.