We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF

839 hedge funds and large institutions have $14.2B invested in Vanguard Mega Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 277 increasing their positions, 255 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 33

40% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $13.6M

25% more funds holding in top 10

Funds holding in top 10: 5771 (+14)

17% more capital invested

Capital invested by funds: $12.2B → $14.2B (+$2.02B)

12% more funds holding

Funds holding: 747839 (+92)

9% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 255

5.45% less ownership

Funds ownership: 271.91%266.46% (-5.5%)

Holders
839
Holders Change
+92
Holders Change %
+12.32%
% of All Funds
11.05%
Holding in Top 10
71
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+24.56%
% of All Funds
0.94%
New
144
Increased
277
Reduced
255
Closed
33
Calls
$19.1M
Puts
$13.6M
Net Calls
+$5.49M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$6.79M +$464K +6,900 +8%
WFA
152
Wells Financial Advisors
Massachusetts
$6.58M -$10.1K -150 -0.2%
SOS
153
Silver Oak Securities
Tennessee
$6.47M +$1.55M +22,980 +33%
JIC
154
Joel Isaacson & Co
New York
$6.43M +$5.72K +85 +0.1%
HI
155
Harbour Investments
Wisconsin
$6.39M +$267K +3,965 +4%
IFG
156
Independent Financial Group
California
$6.34M -$124K -1,835 -2%
JWCA
157
J.W. Cole Advisors
Florida
$6.32M +$623K +9,250 +11%
AFTS
158
American Financial & Tax Strategies
New York
$6.27M +$91.9K +1,365 +2%
Renaissance Technologies
159
Renaissance Technologies
New York
$6.22M +$6.09M +90,500 New
SHJ
160
Sharkey, Howes & Javer
Colorado
$5.92M -$125K -1,850 -2%
JWM
161
Jackson Wealth Management
Florida
$5.78M -$32K -475 -0.6%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$5.65M -$108K -1,605 -2%
CCA
163
Checchi Capital Advisers
California
$5.6M +$1.94M +28,850 +55%
LGWM
164
Litman Gregory Wealth Management
California
$5.57M
FPAS
165
Focus Partners Advisor Solutions
Missouri
$5.51M +$98.3K +1,460 +2%
MC
166
Mathes Company
New York
$5.42M
GRP
167
Global Retirement Partners
California
$5.4M +$1.25M +18,580 +31%
FIS
168
Fischer Investment Strategies
California
$5.39M +$39.4K +585 +0.8%
EWA
169
EverSource Wealth Advisors
Alabama
$5.27M -$109K -1,620 -2%
IFS
170
Ifrah Financial Services
Arkansas
$5.02M -$374K -5,560 -7%
EFG
171
Ethos Financial Group
Pennsylvania
$5.01M -$5.05K -75 -0.1%
FGA
172
Fortis Group Advisors
New Jersey
$4.97M +$2.01M +29,935 +71%
AWA
173
Authentikos Wealth Advisory
California
$4.88M -$73.4K -1,090 -2%
BIM
174
Breakwater Investment Management
Washington
$4.64M -$237K -3,520 -5%
SWP
175
Stratos Wealth Partners
Ohio
$4.62M -$142K -2,105 -3%

MGK Hedge Fund Activity: Q4 2024 in Review

839 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2024, worth a combined $14.2B — up 17% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new MGK positions and 33 closed out — a net gain of 111 holders — while 277 added to existing stakes and 255 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $59.6M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $282M sold.

  • 839 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2024, up from 747 in Q3 2024.
  • Funds reported $14.2B of Vanguard Mega Cap Growth ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 144 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2024 and 33 closed out, a net change of +111 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2024 was Morgan Stanley, an estimated $59.6M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2024 was Lincoln National Corp, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2024.