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Vanguard Mega Cap Growth ETF

580 hedge funds and large institutions have $7.13B invested in Vanguard Mega Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 177 increasing their positions, 195 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $4.67M

105% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $6.2B → $7.13B (+$932M)

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

7% more funds holding

Funds holding: 541580 (+39)

9% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 195

6.01% less ownership

Funds ownership: 260.63%254.63% (-6%)

Holders
580
Holders Change
+39
Holders Change %
+7.21%
% of All Funds
9.11%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.77%
New
86
Increased
177
Reduced
195
Closed
42
Calls
$11.3M
Puts
$4.67M
Net Calls
+$6.59M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$2.91M +$137K +3,190 +5%
RPSA
152
Richard P. Slaughter Associates
Texas
$2.91M +$78K +1,810 +3%
MCM
153
MAI Capital Management
Ohio
$2.86M -$170K -3,940 -6%
RFN
154
RDA Financial Network
Iowa
$2.76M -$62.3K -1,445 -2%
CG
155
Colony Group
Massachusetts
$2.75M +$1.94M +45,080 +337%
SVCP
156
Silicon Valley Capital Partners
California
$2.64M -$178K -4,125 -7%
BP
157
Ballentine Partners
Massachusetts
$2.64M -$29.1K -675 -1%
ACI
158
Alpha Cubed Investments
California
$2.61M -$335K -7,780 -12%
HIS
159
Horizon Investment Services
Indiana
$2.55M +$18.7K +435 +0.8%
CPRC
160
Consolidated Portfolio Review Corp
New York
$2.55M -$152K -3,525 -6%
GRP
161
Global Retirement Partners
California
$2.54M +$273K +6,325 +13%
UCFA
162
United Capital Financial Advisors
Texas
$2.5M -$42.9K -995 -2%
CS
163
Comerica Securities
Michigan
$2.47M +$1.36M +31,645 +151%
EWA
164
Encompass Wealth Advisors
Oregon
$2.47M +$431 +10 +0%
FHA
165
First Horizon Advisors
Tennessee
$2.46M -$277K -6,430 -11%
TAIM
166
TD Ameritrade Investment Management
Nebraska
$2.43M -$72.8K -1,690 -3%
AWM
167
Axxcess Wealth Management
California
$2.43M -$329K -7,630 -13%
MSFS
168
Main Street Financial Solutions
Pennsylvania
$2.42M -$9.27K -215 -0.4%
HCM
169
Howard Capital Management
Georgia
$2.37M +$2.17M +50,390 New
CA
170
Continuum Advisory
Idaho
$2.33M -$40.7K -945 -2%
Citadel Advisors
171
Citadel Advisors
Florida
$2.31M +$1.58M +36,590 +293%
BWM
172
Baystate Wealth Management
Massachusetts
$2.29M -$219K -5,080 -9%
RSWM
173
Robertson Stephens Wealth Management
California
$2.26M +$1.19M +27,535 +134%
1WM
174
1900 Wealth Management
Texas
$2.25M -$338K -7,845 -14%
BRWA
175
B. Riley Wealth Advisors
Florida
$2.21M -$114K -2,655 -5%

MGK Hedge Fund Activity: Q2 2023 in Review

580 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2023, worth a combined $7.13B — up 15% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MGK positions and 42 closed out — a net gain of 44 holders — while 177 added to existing stakes and 195 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $45M. The largest seller was Wellington Management Group, cutting an estimated $201M.

  • 580 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2023, up from 541 in Q1 2023.
  • Funds reported $7.13B of Vanguard Mega Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 86 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2023 and 42 closed out, a net change of +44 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2023 was Portfolio Strategies, an estimated $45M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2023.