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Vanguard Mega Cap Growth ETF

488 hedge funds and large institutions have $4.65B invested in Vanguard Mega Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $6.61M | Put options by funds: $3.52M

5.7% more ownership

Funds ownership: 229.71%235.42% (+5.7%)

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

0% less capital invested

Capital invested by funds: $4.66B → $4.65B (-$3.89M)

8% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 168

1% less funds holding

Funds holding: 494488 (-6)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

Holders
488
Holders Change
-6
Holders Change %
-1.21%
% of All Funds
8.41%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
41
Increased
155
Reduced
168
Closed
41
Calls
$6.61M
Puts
$3.52M
Net Calls
+$3.09M
Net Calls Change
+$727K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.04B +$75.3M +1,912,675 +7%
Morgan Stanley
2
Morgan Stanley
New York
$330M +$85M +2,159,880 +30%
Bank of America
3
Bank of America
North Carolina
$304M +$6.02M +152,925 +2%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$224M +$38.1M +967,850 +18%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$206M +$1.33M +33,885 +0.6%
LNC
6
Lincoln National Corp
Pennsylvania
$178M -$10.1M -257,450 -5%
Wells Fargo
7
Wells Fargo
California
$153M +$11.6M +295,260 +7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$149M +$684K +17,380 +0.4%
UBS Group
9
UBS Group
Switzerland
$148M +$7.59M +192,845 +5%
LPL Financial
10
LPL Financial
California
$123M +$123K +3,115 +0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$109M +$1.31M +33,180 +1%
SF
12
Synovus Financial
Georgia
$80.7M -$480K -12,195 -0.5%
Ameriprise
13
Ameriprise
Minnesota
$64.4M -$194K -4,915 -0.3%
Osaic Holdings
14
Osaic Holdings
Arizona
$56.7M +$1.09M +27,595 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$52.7M +$5.65M +143,465 +10%
AWM
16
Angeles Wealth Management
California
$48.3M +$2.62M +66,620 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$43.8M -$788K -20,015 -2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$38.3M +$335K +8,500 +0.8%
MIC
19
Means Investment Company
Maine
$32.5M +$149K +3,790 +0.4%
BPA
20
Beacon Pointe Advisors
California
$31.5M -$3.15M -79,905 -8%
AI
21
Accredited Investors
Minnesota
$27.6M -$3.38M -85,730 -10%
MML Investors Services
22
MML Investors Services
Massachusetts
$24M +$11.6M +294,030 +74%
SAS
23
Sage Advisory Services
Texas
$23M -$697K -17,705 -3%
BDF
24
Black Diamond Financial
Maryland
$22.9M +$2.68M +68,100 +12%
OCM
25
One Capital Management
California
$22.5M +$23.8M +603,800 +1,423%

MGK Hedge Fund Activity: Q3 2022 in Review

488 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2022, worth a combined $4.65B — down 0.08% from $4.66B a quarter earlier.

Fund positioning in MGK was balanced in Q3 2022: 41 funds opened new positions, 41 closed out, 155 added to existing stakes and 168 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $85M. The largest seller was Merit Financial Group, cutting an estimated $27.4M.

  • 488 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2022, down from 494 in Q2 2022.
  • Funds reported $4.65B of Vanguard Mega Cap Growth ETF stock for Q3 2022, down 0.08% quarter-over-quarter.
  • 41 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2022 and 41 closed out, a net change of 0 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2022 was Morgan Stanley, an estimated $85M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2022 was Merit Financial Group, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2022.