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Vanguard Mega Cap Growth ETF

541 hedge funds and large institutions have $6.2B invested in Vanguard Mega Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 151 increasing their positions, 194 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.66M

207% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 30

27% more capital invested

Capital invested by funds: $4.86B → $6.2B (+$1.34B)

22% more funds holding in top 10

Funds holding in top 10: 3745 (+8)

10% more funds holding

Funds holding: 490541 (+51)

5.94% more ownership

Funds ownership: 254.69%260.63% (+5.9%)

22% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 194

Holders
541
Holders Change
+51
Holders Change %
+10.41%
% of All Funds
8.62%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.72%
New
92
Increased
151
Reduced
194
Closed
30
Calls
$6.38M
Puts
$1.66M
Net Calls
+$4.72M
Net Calls Change
-$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.33B +$18.8M +495,475 +2%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$784M +$39M +1,027,890 +6%
Bank of America
3
Bank of America
North Carolina
$388M +$40M +1,056,040 +13%
Morgan Stanley
4
Morgan Stanley
New York
$307M -$10.3M -272,625 -4%
LNC
5
Lincoln National Corp
Pennsylvania
$227M -$4.34M -114,620 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$217M -$4.27M -112,575 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$191M +$177M +4,665,370 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$173M -$1.43M -37,645 -0.9%
UBS Group
9
UBS Group
Switzerland
$157M +$4.66M +122,950 +3%
LPL Financial
10
LPL Financial
California
$138M -$3.58M -94,400 -3%
Wells Fargo
11
Wells Fargo
California
$137M -$1.08M -28,425 -0.8%
KAM
12
Kensington Asset Management
Texas
$94.2M +$87.3M +2,303,500 New
Osaic Holdings
13
Osaic Holdings
Arizona
$84.2M +$14M +369,405 +22%
Ameriprise
14
Ameriprise
Minnesota
$75.4M -$4.14M -109,325 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$70.6M -$29.2M -770,060 -31%
HighTower Advisors
16
HighTower Advisors
Illinois
$69.6M +$10.9M +288,120 +20%
AWM
17
Angeles Wealth Management
California
$62.9M +$5.1M +134,595 +10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$51.2M +$538K +14,205 +1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$44.1M +$17.8K +470 +0%
PIA
20
Petredis Investment Advisors
Pennsylvania
$39.7M +$7.16M +188,955 +24%
MIC
21
Means Investment Company
Maine
$37.8M -$224K -5,905 -0.6%
BPA
22
Beacon Pointe Advisors
California
$33.6M -$2.44M -64,440 -7%
NA
23
NewEdge Advisors
Louisiana
$32.4M +$984K +25,960 +3%
MML Investors Services
24
MML Investors Services
Massachusetts
$29M +$3.43M +90,405 +15%
OCM
25
One Capital Management
California
$28.8M +$25.6M +674,725 +2,372%

MGK Hedge Fund Activity: Q1 2023 in Review

541 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2023, worth a combined $6.2B — up 27% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MGK positions and 30 closed out — a net gain of 62 holders — while 151 added to existing stakes and 194 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $177M. The largest seller was Royal Bank of Canada, cutting an estimated $29.2M.

  • 541 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2023, up from 490 in Q4 2022.
  • Funds reported $6.2B of Vanguard Mega Cap Growth ETF stock for Q1 2023, up 27% quarter-over-quarter.
  • 92 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2023 and 30 closed out, a net change of +62 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2023 was Wellington Management Group, an estimated $177M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $29.2M sold.

Based on aggregated 13F filings for Q1 2023.