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Vanguard Mega Cap Growth ETF

432 hedge funds and large institutions have $5.51B invested in Vanguard Mega Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 147 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 24

51% more call options, than puts

Call options by funds: $7.34M | Put options by funds: $4.84M

18% more capital invested

Capital invested by funds: $4.65B → $5.51B (+$861M)

16% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 127

7.56% more ownership

Funds ownership: 235.6%243.16% (+7.6%)

6% more funds holding

Funds holding: 407432 (+25)

2% more funds holding in top 10

Funds holding in top 10: 4142 (+1)

Holders
432
Holders Change
+25
Holders Change %
+6.14%
% of All Funds
7.52%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.73%
New
51
Increased
147
Reduced
127
Closed
24
Calls
$7.34M
Puts
$4.84M
Net Calls
+$2.5M
Net Calls Change
-$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.03B +$77.9M +1,769,780 +9%
CC
2
Cassaday & Co
Virginia
$475M +$8.43M +191,480 +2%
Bank of America
3
Bank of America
North Carolina
$461M -$34M -773,135 -7%
Morgan Stanley
4
Morgan Stanley
New York
$334M +$4M +90,965 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$246M +$7.66M +174,100 +3%
LNC
6
Lincoln National Corp
Pennsylvania
$234M +$9.83M +223,485 +5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$210M -$9.8M -222,795 -5%
Wells Fargo
8
Wells Fargo
California
$171M +$1.74M +39,535 +1%
UBS Group
9
UBS Group
Switzerland
$149M -$11.7M -265,090 -8%
LPL Financial
10
LPL Financial
California
$147M +$2.51M +57,035 +2%
SF
11
Synovus Financial
Georgia
$107M +$97.2M +2,209,145 +2,107%
AWM
12
AE Wealth Management
Kansas
$105M +$67.2M +1,527,185 +205%
Ameriprise
13
Ameriprise
Minnesota
$88.2M +$13.1M +297,930 +19%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$87M +$6.86M +155,780 +9%
Osaic Holdings
15
Osaic Holdings
Arizona
$70.2M +$158K +3,595 +0.2%
BPA
16
Beacon Pointe Advisors
California
$63.1M +$60M +1,362,590 New
DWM
17
Darwin Wealth Management
Florida
$53.3M -$3.13M -71,080 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$53.1M +$436K +9,900 +0.9%
HighTower Advisors
19
HighTower Advisors
Illinois
$47.1M +$820K +18,630 +2%
AIA
20
Angeles Investment Advisors
California
$46.2M -$9.23M -209,675 -17%
RJA
21
Raymond James & Associates
Florida
$42.4M +$695K +15,785 +2%
MIC
22
Means Investment Company
Maine
$38.3M +$664K +15,090 +2%
AI
23
Accredited Investors
Minnesota
$34.3M +$253K +5,750 +0.8%
AWM
24
Avior Wealth Management
Nebraska
$30M -$777K -17,650 -3%
BDF
25
Black Diamond Financial
Maryland
$27.8M +$693K +15,750 +3%

MGK Hedge Fund Activity: Q2 2021 in Review

432 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2021, worth a combined $5.51B — up 18% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MGK positions and 24 closed out — a net gain of 27 holders — while 147 added to existing stakes and 127 trimmed.

The largest buyer was Synovus Financial, adding an estimated $97.2M. The largest seller was Bank of America, cutting an estimated $34M.

  • 432 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2021, up from 407 in Q1 2021.
  • Funds reported $5.51B of Vanguard Mega Cap Growth ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 51 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2021 and 24 closed out, a net change of +27 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2021 was Synovus Financial, an estimated $97.2M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2021 was Bank of America, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2021.