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Vanguard Mega Cap Growth ETF

541 hedge funds and large institutions have $6.2B invested in Vanguard Mega Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 151 increasing their positions, 194 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.66M

207% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 30

27% more capital invested

Capital invested by funds: $4.86B → $6.2B (+$1.34B)

22% more funds holding in top 10

Funds holding in top 10: 3745 (+8)

10% more funds holding

Funds holding: 490541 (+51)

5.94% more ownership

Funds ownership: 254.69%260.63% (+5.9%)

22% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 194

Holders
541
Holders Change
+51
Holders Change %
+10.41%
% of All Funds
8.62%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.72%
New
92
Increased
151
Reduced
194
Closed
30
Calls
$6.38M
Puts
$1.66M
Net Calls
+$4.72M
Net Calls Change
-$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Axxcess Wealth Management
California
$2.42M +$95.1K +2,510 +4%
CL
152
Choreo LLC
Illinois
$2.41M +$2.23M +58,895 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$2.4M -$720K -18,995 -24%
FHA
154
First Horizon Advisors
Tennessee
$2.4M -$111K -2,925 -5%
NYLIM
155
New York Life Investment Management
New York
$2.36M -$408K -10,760 -16%
CPRC
156
Consolidated Portfolio Review Corp
New York
$2.36M +$2.18M +57,625 New
MAM
157
Milestone Asset Management
Pennsylvania
$2.34M +$2.17M +57,265 New
BP
158
Ballentine Partners
Massachusetts
$2.32M
UCFA
159
United Capital Financial Advisors
Texas
$2.21M -$212K -5,605 -9%
PFA
160
Professional Financial Advisors
Nebraska
$2.2M +$1.77M +46,775 New
BWM
161
Baystate Wealth Management
Massachusetts
$2.2M -$646K -17,045 -24%
HIS
162
Horizon Investment Services
Indiana
$2.2M +$31.6K +835 +2%
TAIM
163
TD Ameritrade Investment Management
Nebraska
$2.19M -$190K -5,015 -9%
SWP
164
Stratos Wealth Partners
Ohio
$2.17M -$1.75M -46,215 -47%
PTP
165
Platform Technology Partners
New York
$2.17M -$162K -4,265 -7%
EWA
166
Encompass Wealth Advisors
Oregon
$2.14M -$86.6K -2,285 -4%
BAM
167
Belpointe Asset Management
Nevada
$2.14M +$653K +17,235 +49%
MSFS
168
Main Street Financial Solutions
Pennsylvania
$2.11M +$16.9K +445 +0.9%
BCG
169
Breakwater Capital Group
New Jersey
$2.1M -$50.8K -1,340 -3%
CA
170
Continuum Advisory
Idaho
$2.06M -$163K -4,305 -8%
BRWA
171
B. Riley Wealth Advisors
Florida
$2.03M -$90.6K -2,390 -5%
GRP
172
Global Retirement Partners
California
$1.95M +$1.04M +27,495 +137%
NIM
173
Northeast Investment Management
Massachusetts
$1.94M +$579K +15,270 +47%
1WM
174
1900 Wealth Management
Texas
$1.93M
GM
175
GeoWealth Management
Illinois
$1.93M +$169K +4,460 +10%

MGK Hedge Fund Activity: Q1 2023 in Review

541 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2023, worth a combined $6.2B — up 27% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MGK positions and 30 closed out — a net gain of 62 holders — while 151 added to existing stakes and 194 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $177M. The largest seller was Royal Bank of Canada, cutting an estimated $29.2M.

  • 541 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2023, up from 490 in Q4 2022.
  • Funds reported $6.2B of Vanguard Mega Cap Growth ETF stock for Q1 2023, up 27% quarter-over-quarter.
  • 92 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2023 and 30 closed out, a net change of +62 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2023 was Wellington Management Group, an estimated $177M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $29.2M sold.

Based on aggregated 13F filings for Q1 2023.