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Vanguard Mega Cap Growth ETF

494 hedge funds and large institutions have $4.66B invested in Vanguard Mega Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 179 increasing their positions, 165 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $4.95M

8% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 165

2.68% less ownership

Funds ownership: 232.39%229.71% (-2.7%)

6% less funds holding

Funds holding: 526494 (-32)

10% less funds holding in top 10

Funds holding in top 10: 4944 (-5)

22% less capital invested

Capital invested by funds: $5.95B → $4.66B (-$1.29B)

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
494
Holders Change
-32
Holders Change %
-6.08%
% of All Funds
8.32%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.74%
New
47
Increased
179
Reduced
165
Closed
76
Calls
$7.31M
Puts
$4.95M
Net Calls
+$2.37M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.02B +$72.1M +1,792,385 +7%
Bank of America
2
Bank of America
North Carolina
$311M -$40.7M -1,011,690 -11%
Morgan Stanley
3
Morgan Stanley
New York
$265M -$47.4M -1,179,535 -14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$214M -$4.4M -109,345 -2%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$198M +$52.9M +1,316,005 +32%
LNC
6
Lincoln National Corp
Pennsylvania
$195M +$18.7M +465,475 +9%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$155M -$2.38M -59,260 -1%
Wells Fargo
8
Wells Fargo
California
$149M -$1.34M -33,235 -0.8%
UBS Group
9
UBS Group
Switzerland
$147M +$7.29M +181,255 +5%
LPL Financial
10
LPL Financial
California
$129M +$7.25M +180,170 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$112M -$14.8M -367,455 -11%
SF
12
Synovus Financial
Georgia
$84.5M -$1.22M -30,300 -1%
Ameriprise
13
Ameriprise
Minnesota
$67.4M +$146K +3,620 +0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$58.1M +$188K +4,665 +0.3%
HighTower Advisors
15
HighTower Advisors
Illinois
$49.7M -$78.6K -1,955 -0.1%
AWM
16
Angeles Wealth Management
California
$48M +$3.85M +95,790 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$46.3M -$447K -11,100 -0.9%
MFG
18
Merit Financial Group
Georgia
$40.1M +$18.4M +456,850 +71%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$39.7M -$13.1M -324,970 -23%
BPA
20
Beacon Pointe Advisors
California
$35.7M -$2.51M -62,315 -6%
MIC
21
Means Investment Company
Maine
$33.8M +$423K +10,510 +1%
AI
22
Accredited Investors
Minnesota
$31.9M +$4.99M +124,060 +16%
PI
23
PFS Investments
Georgia
$28.5M +$2.38M +59,250 +8%
SAS
24
Sage Advisory Services
Texas
$24.7M +$1.73M +43,110 +7%
DWM
25
Darwin Wealth Management
Florida
$22.1M -$7.12M -177,010 -25%

MGK Hedge Fund Activity: Q2 2022 in Review

494 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2022, worth a combined $4.66B — down 22% from $5.95B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of MGK and 47 opened new positions — a net loss of 29 holders — while 165 trimmed existing stakes and 179 added.

The largest buyer was AssetMark Inc, adding an estimated $72.1M. The largest seller was Aaron Wealth Advisors, cutting an estimated $124M.

  • 494 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2022, down from 526 in Q1 2022.
  • Funds reported $4.66B of Vanguard Mega Cap Growth ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 47 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2022 and 76 closed out, a net change of -29 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2022 was AssetMark Inc, an estimated $72.1M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2022.