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Vanguard Mega Cap Growth ETF

709 hedge funds and large institutions have $9.58B invested in Vanguard Mega Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 266 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 46

30% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 205

22% more funds holding in top 10

Funds holding in top 10: 5162 (+11)

7% more capital invested

Capital invested by funds: $8.97B → $9.58B (+$609M)

5% more funds holding

Funds holding: 675709 (+34)

19.75% less ownership

Funds ownership: 272.88%253.13% (-20%)

74% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $139M

Holders
709
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
10.21%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.89%
New
91
Increased
266
Reduced
205
Closed
46
Calls
$36.6M
Puts
$139M
Net Calls
-$102M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
151
Sharkey, Howes & Javer
Colorado
$5.2M -$26.5K -480 -0.5%
BAWM
152
Bennett Associates Wealth Management
Pennsylvania
$5.14M +$4.95M +89,650 New
IFS
153
Ifrah Financial Services
Arkansas
$5.03M -$170K -3,090 -3%
JWM
154
Jackson Wealth Management
Florida
$5.01M -$75.6K -1,370 -2%
LGWM
155
Litman Gregory Wealth Management
California
$4.94M
HI
156
Harbour Investments
Wisconsin
$4.92M +$456K +8,270 +11%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$4.83M +$3.75M +67,955 +417%
SPIA
158
Steward Partners Investment Advisory
New York
$4.67M +$1.83M +33,140 +69%
FIS
159
Fischer Investment Strategies
California
$4.59M -$778K -14,095 -15%
EWA
160
EverSource Wealth Advisors
Alabama
$4.58M -$146K -2,650 -3%
MC
161
Mathes Company
New York
$4.53M +$11K +200 +0.3%
CA
162
Cetera Advisors
Colorado
$4.51M +$822K +14,895 +23%
EFG
163
Ethos Financial Group
Pennsylvania
$4.43M +$263K +4,770 +7%
AAS
164
Ameritas Advisory Services
Nebraska
$4.41M -$2.08M -37,705 -32%
GI
165
GLOBALT Investments
Georgia
$4.36M +$55.2K +1,000 +1%
BIM
166
Breakwater Investment Management
Washington
$4.2M +$4.04M +73,305 New
JWCA
167
J.W. Cole Advisors
Florida
$4.09M +$103K +1,875 +3%
CFG
168
CMC Financial Group
Georgia
$3.97M -$3.04M -55,120 -44%
CG
169
Clifford Group
Massachusetts
$3.94M +$1.57M +28,370 +70%
SFP
170
Strategic Financial Partners
Oregon
$3.87M +$19.6K +355 +0.5%
QCMNJ
171
Quantum Capital Management (New Jersey)
New Jersey
$3.85M +$18.8K +340 +0.5%
SOS
172
Silver Oak Securities
Tennessee
$3.84M -$2.41M -43,720 -40%
HCM
173
Howard Capital Management
Georgia
$3.75M +$241K +4,360 +7%
ACI
174
Alpha Cubed Investments
California
$3.69M -$214K -3,875 -6%
HH
175
Hilltop Holdings
Texas
$3.67M +$3.54M +64,095 New

MGK Hedge Fund Activity: Q1 2024 in Review

709 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2024, worth a combined $9.58B — up 6.8% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new MGK positions and 46 closed out — a net gain of 45 holders — while 266 added to existing stakes and 205 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $468M.

  • 709 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2024, up from 675 in Q4 2023.
  • Funds reported $9.58B of Vanguard Mega Cap Growth ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 91 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2024 and 46 closed out, a net change of +45 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2024 was Angeles Investment Advisors, an estimated $110M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $468M sold.

Based on aggregated 13F filings for Q1 2024.