Vanguard Morningstar Mega Cap Growth ETF
490 hedge funds and large institutions have $4.86B invested in Vanguard Morningstar Mega Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 209 reducing their positions, and 57 closing their positions.
605% more call options, than puts
Call options by funds: $47.2M | Put options by funds: $6.7M
21% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 57
19.25% more ownership
Funds ownership: 235.42% → 254.67% (+19%)
4% more capital invested
Capital invested by funds: $4.68B → $4.86B (+$184M)
0% more funds holding
Funds holding: 488 → 490 (+2)
8% less funds holding in top 10
Funds holding in top 10: 40 → 37 (-3)
42% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 209
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$76.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$24.5M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$19.6M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$12M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$9.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$205M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
-$73.3M |
| 3 |
Morgan Stanley
New York
|
-$60.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$36.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22.3M |
MGK Hedge Fund Activity: Q4 2022 in Review
490 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q4 2022, worth a combined $4.86B — up 3.9% from $4.68B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new MGK positions and 57 closed out — a net gain of 12 holders — while 122 added to existing stakes and 209 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $76.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $205M.
- 490 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q4 2022, up from 488 in Q3 2022.
- Funds reported $4.86B of Vanguard Morningstar Mega Cap Growth ETF stock for Q4 2022, up 3.9% quarter-over-quarter.
- 69 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q4 2022 and 57 closed out, a net change of +12 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q4 2022 was AssetMark Inc, an estimated $76.2M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q4 2022 was CAPTRUST Financial Advisors, an estimated $205M sold.
Based on aggregated 13F filings for Q4 2022.