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Vanguard Mega Cap Growth ETF

580 hedge funds and large institutions have $7.13B invested in Vanguard Mega Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 177 increasing their positions, 195 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $4.67M

105% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $6.2B → $7.13B (+$932M)

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

7% more funds holding

Funds holding: 541580 (+39)

9% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 195

6.01% less ownership

Funds ownership: 260.63%254.63% (-6%)

Holders
580
Holders Change
+39
Holders Change %
+7.21%
% of All Funds
9.11%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.77%
New
86
Increased
177
Reduced
195
Closed
42
Calls
$11.3M
Puts
$4.67M
Net Calls
+$6.59M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
176
Accretive Wealth Partners
New Jersey
$2.12M
BCG
177
Breakwater Capital Group
New Jersey
$2.11M -$281K -6,525 -13%
Truist Financial
178
Truist Financial
North Carolina
$2.1M +$599K +13,895 +45%
BCM
179
Brookstone Capital Management
Illinois
$2.08M -$789K -18,305 -29%
ES
180
Eagle Strategies
New York
$2.07M -$10.8K -250 -0.6%
AAS
181
Avantax Advisory Services
Texas
$2M +$1.4M +32,435 +325%
IFG
182
Independent Financial Group
California
$1.92M +$45.7K +1,060 +3%
EST
183
EA Series Trust
Pennsylvania
$1.92M +$1.76M +40,835 New
EF
184
Empowered Funds
Pennsylvania
$1.92M +$1.76M +40,835 New
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$1.9M -$51.3K -1,190 -3%
HCM
186
Hollencrest Capital Management
California
$1.9M
NAS
187
Nicolet Advisory Services
Wisconsin
$1.83M -$34.7K -805 -2%
AO
188
Advisor OS
Illinois
$1.8M -$11.6K -270 -0.7%
VA
189
Valmark Advisers
Ohio
$1.78M +$126K +2,930 +8%
ZF
190
Zhang Financial
Michigan
$1.75M +$1.6M +37,210 New
F4L
191
Fortune 45 LLC
Louisiana
$1.73M -$1.94K -45 -0.1%
BOH
192
Bank of Hawaii
Hawaii
$1.73M
SPC
193
Sigma Planning Corp
Michigan
$1.71M -$362K -8,410 -19%
SPIA
194
Steward Partners Investment Advisory
New York
$1.69M +$53.9K +1,250 +4%
PL
195
Plancorp LLC
Missouri
$1.68M
HI
196
Harbour Investments
Wisconsin
$1.64M -$1.29M -29,885 -46%
EWM
197
Echo Wealth Management
Minnesota
$1.61M
KeyBank National Association
198
KeyBank National Association
Ohio
$1.61M -$154K -3,580 -9%
HH
199
Hilltop Holdings
Texas
$1.59M +$1.46M +33,800 New
GM
200
GeoWealth Management
Illinois
$1.59M -$577K -13,400 -28%

MGK Hedge Fund Activity: Q2 2023 in Review

580 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2023, worth a combined $7.13B — up 15% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MGK positions and 42 closed out — a net gain of 44 holders — while 177 added to existing stakes and 195 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $45M. The largest seller was Wellington Management Group, cutting an estimated $201M.

  • 580 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2023, up from 541 in Q1 2023.
  • Funds reported $7.13B of Vanguard Mega Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 86 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2023 and 42 closed out, a net change of +44 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2023 was Portfolio Strategies, an estimated $45M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2023.