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Vanguard Mega Cap Growth ETF

450 hedge funds and large institutions have $5.79B invested in Vanguard Mega Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 144 increasing their positions, 126 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $10M | Put options by funds: $3.69M

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

14% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 126

5% more capital invested

Capital invested by funds: $5.51B → $5.79B (+$278M)

4% more funds holding

Funds holding: 432450 (+18)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

4.56% less ownership

Funds ownership: 243.16%238.59% (-4.6%)

Holders
450
Holders Change
+18
Holders Change %
+4.17%
% of All Funds
7.88%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.75%
New
52
Increased
144
Reduced
126
Closed
25
Calls
$10M
Puts
$3.69M
Net Calls
+$6.36M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.11B +$66.8M +1,380,380 +6%
CC
2
Cassaday & Co
Virginia
$483M +$780K +16,120 +0.2%
Bank of America
3
Bank of America
North Carolina
$458M -$9.65M -199,550 -2%
Morgan Stanley
4
Morgan Stanley
New York
$379M +$41M +846,940 +12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$245M -$4.85M -100,305 -2%
LNC
6
Lincoln National Corp
Pennsylvania
$221M -$17M -351,520 -7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$209M -$4.25M -87,950 -2%
Wells Fargo
8
Wells Fargo
California
$176M +$2.61M +53,925 +1%
LPL Financial
9
LPL Financial
California
$163M +$14M +288,615 +9%
UBS Group
10
UBS Group
Switzerland
$148M -$2.75M -56,865 -2%
SF
11
Synovus Financial
Georgia
$108M -$1.04M -21,530 -0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$91M +$2.8M +57,890 +3%
Ameriprise
13
Ameriprise
Minnesota
$90.7M +$973K +20,110 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$83.6M +$12.8M +263,640 +17%
AIA
15
Angeles Investment Advisors
California
$80.2M +$34.3M +709,715 +71%
BPA
16
Beacon Pointe Advisors
California
$55.3M -$8.92M -184,365 -14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$54.6M +$748K +15,455 +1%
AWM
18
AE Wealth Management
Kansas
$51.8M -$56.4M -1,166,795 -51%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$50M +$23.4M +483,075 +83%
DWM
20
Darwin Wealth Management
Florida
$47.5M -$6.78M -140,200 -12%
HighTower Advisors
21
HighTower Advisors
Illinois
$47M -$835K -17,270 -2%
MIC
22
Means Investment Company
Maine
$39.4M +$522K +10,785 +1%
RJA
23
Raymond James & Associates
Florida
$38.2M -$5.01M -103,545 -11%
AI
24
Accredited Investors
Minnesota
$34.7M -$164K -3,395 -0.5%
AWM
25
Avior Wealth Management
Nebraska
$29.5M -$770K -15,925 -2%

MGK Hedge Fund Activity: Q3 2021 in Review

450 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2021, worth a combined $5.79B — up 5% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MGK positions and 25 closed out — a net gain of 27 holders — while 144 added to existing stakes and 126 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $66.8M. The largest seller was AE Wealth Management, cutting an estimated $56.4M.

  • 450 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2021, up from 432 in Q2 2021.
  • Funds reported $5.79B of Vanguard Mega Cap Growth ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2021 and 25 closed out, a net change of +27 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2021 was AssetMark Inc, an estimated $66.8M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $56.4M sold.

Based on aggregated 13F filings for Q3 2021.