We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF
MGK

264 hedge funds and large institutions have $2.73B invested in Vanguard Mega Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 94 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

45% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 65

35% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $1.24M

30% more funds holding in top 10

Funds holding in top 10: 23 → 30 (+7)

15% more funds holding

Funds holding: 229 → 264 (+35)

15% more capital invested

Capital invested by funds: $2.37B → $2.73B (+$362M)

0.17% more ownership

Funds ownership: 265.39% → 265.56% (+0.17%)

Holders
264
Holders Change
+35
Holders Change %
+15.28%
% of All Funds
5.2%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.59%
New
50
Increased
94
Reduced
65
Closed
15
Calls
$1.68M
Puts
$1.24M
Net Calls
+$434K
Net Calls Change
-$96K

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$41.2M
2
HCM
Howard Capital Management
Georgia
+$23M
3
BEC
Blue Edge Capital
Virginia
+$12.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.05M
5
CL
Cabana LLC
Arkansas
+$6.45M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$39.8M
2
Wells Fargo
Wells Fargo
California
-$11.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5.21M
4
Morgan Stanley
Morgan Stanley
New York
-$3.93M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$326K +$38.4K +1,390 +14%
PFA
177
Paradigm Financial Advisors
Missouri
$316K +$1.52K +55 +0.5%
IWC
178
Integrated Wealth Concepts
Massachusetts
$316K +$47.2K +1,710 +19%
TCWM
179
Total Clarity Wealth Management
Illinois
$313K +$296K +10,730 New
IFWM
180
Institute for Wealth Management
Colorado
$303K +$690 +25 +0.2%
RJT
181
Raymond James Trust
Florida
$294K – – –
APA
182
American Portfolios Advisors
New York
$293K -$10.4K -375 -4%
DPI
183
Diversified Portfolios Inc
Michigan
$292K -$48.2K -1,745 -15%
WCM
184
Windham Capital Management
Massachusetts
$291K – – –
SB
185
Simmons Bank
Arkansas
$270K – – –
HB
186
Homrich & Berg
Georgia
$253K +$240K +8,685 New
CFG
187
Capstone Financial Group
Oklahoma
$251K +$238K +8,600 New
NHC
188
Nicholas Hoffman & Company
Georgia
$250K – – –
B
189
Bailard
California
$248K – – –
MMA
190
Miracle Mile Advisors
California
$245K – – –
WWM
191
Western Wealth Management
Colorado
$244K +$7.18K +260 +3%
BIM
192
Bridges Investment Management
Nebraska
$239K – – –
TGAM
193
TBH Global Asset Management
Tennessee
$239K +$227K +8,205 New
Fisher Asset Management
194
Fisher Asset Management
Washington
$236K +$223K +8,085 New
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$232K +$220K +7,980 New
RM
196
Resource Management
Louisiana
$230K +$1.24K +45 +0.6%
MCM
197
Mitchell Capital Management
Kansas
$230K +$218K +7,910 New
SWP
198
Summit Wealth Partners
Florida
$226K +$214K +7,765 New
CCM
199
Cribstone Capital Management
Maine
$226K -$97.6K -3,535 -31%
BRWM
200
B. Riley Wealth Management
Tennessee
$226K – – –
6 7
8
9 10

MGK Hedge Fund Activity: Q4 2019 in Review

264 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2019, worth a combined $2.73B — up 15% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MGK positions and 15 closed out — a net gain of 35 holders — while 94 added to existing stakes and 65 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $41.2M. The largest seller was Deutsche Bank, exiting entirely with an estimated $39.8M sold.

  • 264 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2019, up from 229 in Q3 2019.
  • Funds reported $2.73B of Vanguard Mega Cap Growth ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 50 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2019 and 15 closed out, a net change of +35 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2019 was AssetMark Inc, an estimated $41.2M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2019.