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Vanguard Mega Cap Growth ETF

747 hedge funds and large institutions have $12.2B invested in Vanguard Mega Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 266 increasing their positions, 246 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $6.12M

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

17.66% more ownership

Funds ownership: 254.26%271.91% (+18%)

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.28B)

1% more funds holding

Funds holding: 736747 (+11)

8% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 246

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

Holders
747
Holders Change
+11
Holders Change %
+1.49%
% of All Funds
10.73%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.82%
New
70
Increased
266
Reduced
246
Closed
50
Calls
$34.4M
Puts
$6.12M
Net Calls
+$28.3M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
151
Jackson Wealth Management
Florida
$5.45M +$2.07M +33,245 +65%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$5.4M -$15.3K -245 -0.3%
JWCA
153
J.W. Cole Advisors
Florida
$5.33M +$420K +6,735 +9%
AAS
154
Ameritas Advisory Services
Nebraska
$5.23M -$948K -15,205 -16%
LGWM
155
Litman Gregory Wealth Management
California
$5.23M
SF
156
Synovus Financial
Georgia
$5.2M +$996K +15,975 +25%
MC
157
Mathes Company
New York
$5.08M
FPAS
158
Focus Partners Advisor Solutions
Missouri
$5.07M +$883K +14,160 +22%
IFS
159
Ifrah Financial Services
Arkansas
$5.07M -$171K -2,735 -3%
EWA
160
EverSource Wealth Advisors
Alabama
$5.04M -$6.24K -100 -0.1%
FIS
161
Fischer Investment Strategies
California
$5.01M -$117K -1,870 -2%
GM
162
GeoWealth Management
Illinois
$4.72M -$14M -224,295 -75%
EFG
163
Ethos Financial Group
Pennsylvania
$4.7M -$161K -2,585 -3%
AWA
164
Authentikos Wealth Advisory
California
$4.65M +$4.5M +72,205 New
ZF
165
Zhang Financial
Michigan
$4.58M +$428K +6,855 +11%
BIM
166
Breakwater Investment Management
Washington
$4.58M -$51.8K -830 -1%
RSWM
167
Robertson Stephens Wealth Management
California
$4.53M +$1.83M +29,270 +71%
SOS
168
Silver Oak Securities
Tennessee
$4.51M -$1.53M -24,550 -26%
NA
169
NewEdge Advisors
Louisiana
$4.47M -$1.8M -28,830 -29%
SWP
170
Stratos Wealth Partners
Ohio
$4.47M -$2.14M -34,315 -33%
SFP
171
Strategic Financial Partners
Oregon
$4.31M +$20.9K +335 +0.5%
QCMNJ
172
Quantum Capital Management (New Jersey)
New Jersey
$4.24M -$19.3K -310 -0.5%
MGIA
173
Moneta Group Investment Advisors
Missouri
$4.21M -$77K -1,235 -2%
IA
174
IFP Advisors
Florida
$4.2M +$3.93M +62,980 +2,781%
PCA
175
Prosperity Capital Advisors
Ohio
$3.96M +$124K +1,985 +3%

MGK Hedge Fund Activity: Q3 2024 in Review

747 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2024, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MGK positions and 50 closed out — a net gain of 20 holders — while 266 added to existing stakes and 246 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $500M. The largest seller was MFA Wealth Advisors, cutting an estimated $29.8M.

  • 747 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2024, up from 736 in Q2 2024.
  • Funds reported $12.2B of Vanguard Mega Cap Growth ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 70 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2024 and 50 closed out, a net change of +20 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2024 was Howard Capital Management, an estimated $500M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2024 was MFA Wealth Advisors, an estimated $29.8M sold.

Based on aggregated 13F filings for Q3 2024.