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Vanguard Mega Cap Growth ETF

580 hedge funds and large institutions have $7.09B invested in Vanguard Mega Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $9.73M | Put options by funds: $4.76M

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

4.09% more ownership

Funds ownership: 254.63%258.71% (+4.1%)

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 188

0% more funds holding

Funds holding: 580580 (0)

1% less capital invested

Capital invested by funds: $7.13B → $7.09B (-$46.7M)

10% less funds holding in top 10

Funds holding in top 10: 4944 (-5)

Holders
580
Holders Change
Holders Change %
0%
% of All Funds
9.2%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.7%
New
55
Increased
194
Reduced
188
Closed
47
Calls
$9.73M
Puts
$4.76M
Net Calls
+$4.97M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
151
Horizon Investment Services
Indiana
$2.64M +$192K +4,060 +7%
HCM
152
Howard Capital Management
Georgia
$2.62M +$347K +7,360 +15%
ACI
153
Alpha Cubed Investments
California
$2.62M +$109K +2,310 +4%
MCM
154
MAI Capital Management
Ohio
$2.59M -$181K -3,840 -6%
RFN
155
RDA Financial Network
Iowa
$2.58M -$84K -1,780 -3%
KA
156
Kovack Advisors
Florida
$2.57M +$1.31M +27,760 +96%
SVCP
157
Silicon Valley Capital Partners
California
$2.54M -$2.12K -45 -0.1%
RPSA
158
Richard P. Slaughter Associates
Texas
$2.54M -$275K -5,830 -9%
GRP
159
Global Retirement Partners
California
$2.53M +$67.9K +1,440 +3%
BP
160
Ballentine Partners
Massachusetts
$2.5M -$40.1K -850 -2%
Truist Financial
161
Truist Financial
North Carolina
$2.5M +$494K +10,475 +23%
CS
162
Comerica Securities
Michigan
$2.43M +$45.5K +965 +2%
ZF
163
Zhang Financial
Michigan
$2.39M +$728K +15,440 +41%
EWA
164
Encompass Wealth Advisors
Oregon
$2.39M +$5.9K +125 +0.2%
UCFA
165
United Capital Financial Advisors
Texas
$2.37M -$34.9K -740 -1%
CPRC
166
Consolidated Portfolio Review Corp
New York
$2.36M -$95.3K -2,020 -4%
RSWM
167
Robertson Stephens Wealth Management
California
$2.33M +$149K +3,155 +7%
FHA
168
First Horizon Advisors
Tennessee
$2.32M -$47.4K -1,005 -2%
MSFS
169
Main Street Financial Solutions
Pennsylvania
$2.28M -$56.4K -1,195 -2%
AAS
170
Avantax Advisory Services
Texas
$2.27M +$359K +7,615 +18%
CA
171
Cetera Advisors
Colorado
$2.26M -$813K -17,240 -26%
FAIM
172
Financial Advocates Investment Management
Washington
$2.24M +$1.6M +33,895 +219%
IFG
173
Independent Financial Group
California
$2.23M +$392K +8,315 +20%
Charles Schwab
174
Charles Schwab
California
$2.21M +$2.3M +48,695 New
BWM
175
Baystate Wealth Management
Massachusetts
$2.19M -$18.6K -395 -0.8%

MGK Hedge Fund Activity: Q3 2023 in Review

580 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2023, worth a combined $7.09B — down 0.65% from $7.13B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MGK positions and 47 closed out — a net gain of 8 holders — while 194 added to existing stakes and 188 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $126M. The largest seller was Strategic Investment Advisors, cutting an estimated $30.2M.

  • 580 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $7.09B of Vanguard Mega Cap Growth ETF stock for Q3 2023, down 0.65% quarter-over-quarter.
  • 55 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2023 and 47 closed out, a net change of +8 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2023 was Osaic Holdings, an estimated $126M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2023 was Strategic Investment Advisors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2023.