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Vanguard Mega Cap Growth ETF
MGK

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: 51 → 62 (+11)

7% more capital invested

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

5% more funds holding

Funds holding: 675 → 709 (+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

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$110M
2
FWI
Facet Wealth Inc
Maryland
+$68.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$19.9M
4
AWM
Angeles Wealth Management
California
+$19.9M
5
MFG
Merit Financial Group
Georgia
+$18.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$468M
2
Osaic Holdings
Osaic Holdings
Arizona
-$117M
3
CCWM
Cassaday & Co Wealth Management
Virginia
-$61.3M
4
AWM
AE Wealth Management
Kansas
-$44.8M
5
NA
NewEdge Advisors
Louisiana
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
201
Flow Traders U.S.
New York
$2.82M +$2.71M +49,185 New
TRCT
202
Tower Research Capital (TRC)
New York
$2.75M +$2.44M +44,220 +1,179%
CF
203
Clarity Financial
Texas
$2.72M +$2.17M +39,340 +490%
CPRC
204
Consolidated Portfolio Review Corp
New York
$2.69M -$198K -3,590 -7%
UWM
205
USAdvisors Wealth Management
Minnesota
$2.69M -$42.2K -765 -2%
HF
206
HRT Financial
New York
$2.67M +$2.57M +46,645 New
1WM
207
1900 Wealth Management
Texas
$2.67M -$8.83K -160 -0.3%
ES
208
Eagle Strategies
New York
$2.59M +$675K +12,240 +37%
SCM
209
Sheridan Capital Management
California
$2.55M -$988K -17,910 -29%
AWP
210
Accretive Wealth Partners
New Jersey
$2.53M – – –
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$2.45M +$222K +4,020 +10%
FFWA
212
FRG Family Wealth Advisors
Washington
$2.42M +$217K +3,930 +10%
BCG
213
Breakwater Capital Group
New Jersey
$2.42M -$128K -2,325 -5%
Fisher Asset Management
214
Fisher Asset Management
Washington
$2.39M +$489K +8,860 +27%
AI
215
Atria Investments
North Carolina
$2.39M -$206K -3,735 -8%
Charles Schwab
216
Charles Schwab
California
$2.37M -$226K -4,105 -9%
BCM
217
Brookstone Capital Management
Illinois
$2.36M +$30.9K +560 +1%
BCM
218
BluePointe Capital Management
California
$2.36M +$75.6K +1,370 +3%
CFD
219
Creative Financial Designs
Indiana
$2.35M +$161K +2,925 +8%
CIS
220
Custom Index Systems
New York
$2.34M +$887K +16,080 +65%
SPC
221
Spirepoint Private Client
Florida
$2.33M +$2.24M +40,640 New
Vanguard Group
222
Vanguard Group
Pennsylvania
$2.3M +$350K +6,340 +19%
RA
223
RFG Advisory
Alabama
$2.29M +$2.21M +40,035 New
AP
224
Americana Partners
Texas
$2.29M – – –
VA
225
Valmark Advisers
Ohio
$2.26M -$22.1K -400 -1%
7 8
9
10 11

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.