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Vanguard Mega Cap Growth ETF

490 hedge funds and large institutions have $4.86B invested in Vanguard 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.

New
Increased
Maintained
Reduced
Closed

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

19.28% more ownership

Funds ownership: 235.42%254.69% (+19%)

5% more capital invested

Capital invested by funds: $4.65B → $4.86B (+$212M)

0% more funds holding

Funds holding: 488490 (+2)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

42% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 209

Holders
490
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.88%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.59%
New
69
Increased
122
Reduced
209
Closed
57
Calls
$47.2M
Puts
$6.7M
Net Calls
+$40.5M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.1B +$76.2M +2,129,220 +7%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$624M +$649M +18,132,120 New
Bank of America
3
Bank of America
North Carolina
$290M -$11M -305,970 -4%
Morgan Stanley
4
Morgan Stanley
New York
$268M -$60.5M -1,688,720 -18%
LNC
5
Lincoln National Corp
Pennsylvania
$195M +$19.6M +546,870 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$186M -$18M -502,030 -8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$147M -$396K -11,060 -0.3%
UBS Group
8
UBS Group
Switzerland
$128M -$18.1M -506,110 -12%
LPL Financial
9
LPL Financial
California
$120M -$2.23M -62,355 -2%
Wells Fargo
10
Wells Fargo
California
$116M -$36.6M -1,021,845 -23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$85.9M -$22.3M -622,310 -20%
Ameriprise
12
Ameriprise
Minnesota
$67.2M +$3.73M +104,280 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$58.1M +$2.24M +62,635 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$48.7M -$3.5M -97,655 -6%
AWM
15
Angeles Wealth Management
California
$48.3M +$566K +15,810 +1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$42.6M +$24.5M +684,675 +124%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$40.8M -$2.5M -69,925 -6%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$37.1M -$802K -22,395 -2%
MIC
19
Means Investment Company
Maine
$32M -$124K -3,465 -0.4%
BPA
20
Beacon Pointe Advisors
California
$30.5M -$602K -16,810 -2%
PIA
21
Petredis Investment Advisors
Pennsylvania
$26.9M +$28M +782,360 New
NA
22
NewEdge Advisors
Louisiana
$26.2M +$12M +334,935 +78%
Creative Planning
23
Creative Planning
Kansas
$23.8M +$9.49M +264,965 +62%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$23.5M -$205M -5,733,930 -89%
Goldman Sachs
25
Goldman Sachs
New York
$22.4M +$4.22M +117,905 +22%

MGK Hedge Fund Activity: Q4 2022 in Review

490 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2022, worth a combined $4.86B — up 4.6% from $4.65B 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 Mega Cap Growth ETF (MGK) as of Q4 2022, up from 488 in Q3 2022.
  • Funds reported $4.86B of Vanguard Mega Cap Growth ETF stock for Q4 2022, up 4.6% quarter-over-quarter.
  • 69 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2022 and 57 closed out, a net change of +12 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2022 was AssetMark Inc, an estimated $76.2M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2022 was CAPTRUST Financial Advisors, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2022.