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Vanguard Mega Cap Growth ETF
MGK

580 hedge funds and large institutions have $7.13B invested in Vanguard Mega Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 177 increasing their positions, 195 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $4.67M

105% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $6.2B → $7.13B (+$932M)

9% more funds holding in top 10

Funds holding in top 10: 45 → 49 (+4)

7% more funds holding

Funds holding: 541 → 580 (+39)

9% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 195

6.01% less ownership

Funds ownership: 260.63% → 254.63% (-6%)

Holders
580
Holders Change
+39
Holders Change %
+7.21%
% of All Funds
9.11%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.77%
New
86
Increased
177
Reduced
195
Closed
42
Calls
$11.3M
Puts
$4.67M
Net Calls
+$6.59M
Net Calls Change
+$1.87M

Top Buyers

1
PS
Portfolio Strategies
New York
+$45M
2
Wells Fargo
Wells Fargo
California
+$41.8M
3
Ameriprise
Ameriprise
Minnesota
+$32.6M
4
SIA
Strategic Investment Advisors
Michigan
+$27.9M
5
MWA
MFA Wealth Advisors
Pennsylvania
+$23.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$201M
2
KAM
Kensington Asset Management
Texas
-$52.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$20.2M
5
LNC
Lincoln National Corp
Pennsylvania
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.54B +$8.2M +190,245 +0.6%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$900M -$1.97M -45,625 -0.2%
Bank of America
3
Bank of America
North Carolina
$444M -$2.05M -47,480 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$356M +$2.72M +63,220 +0.8%
LNC
5
Lincoln National Corp
Pennsylvania
$242M -$17.8M -413,215 -7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$241M -$7.9M -183,315 -3%
Wells Fargo
7
Wells Fargo
California
$203M +$41.8M +969,355 +29%
UBS Group
8
UBS Group
Switzerland
$199M +$16.3M +377,920 +10%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$170M -$26.9M -623,930 -15%
LPL Financial
10
LPL Financial
California
$169M +$8.76M +203,200 +6%
Ameriprise
11
Ameriprise
Minnesota
$122M +$32.6M +756,105 +41%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$92.1M +$9.97M +231,335 +13%
Osaic Holdings
13
Osaic Holdings
Arizona
$84.9M -$11M -254,125 -12%
HighTower Advisors
14
HighTower Advisors
Illinois
$79.3M -$680K -15,770 -0.9%
AWM
15
Angeles Wealth Management
California
$75.5M +$2.92M +67,835 +4%
PS
16
Portfolio Strategies
New York
$60.7M +$45M +1,043,230 +422%
SIA
17
Strategic Investment Advisors
Michigan
$59.8M +$27.9M +648,015 +104%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$57.5M +$3.56M +82,610 +7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$54.4M -$4.17M -96,805 -8%
KAM
20
Kensington Asset Management
Texas
$50.8M -$52.8M -1,225,000 -53%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$48.3M -$2.24M -52,015 -5%
PIA
22
Petredis Investment Advisors
Pennsylvania
$46.8M +$952K +22,090 +2%
MIC
23
Means Investment Company
Maine
$45.4M +$1.8M +41,815 +5%
MML Investors Services
24
MML Investors Services
Massachusetts
$44.4M +$10.1M +234,550 +33%
OCM
25
One Capital Management
California
$39.1M +$5.54M +128,615 +18%
1
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MGK Hedge Fund Activity: Q2 2023 in Review

580 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2023, worth a combined $7.13B — up 15% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MGK positions and 42 closed out — a net gain of 44 holders — while 177 added to existing stakes and 195 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $45M. The largest seller was Wellington Management Group, cutting an estimated $201M.

  • 580 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2023, up from 541 in Q1 2023.
  • Funds reported $7.13B of Vanguard Mega Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 86 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2023 and 42 closed out, a net change of +44 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2023 was Portfolio Strategies, an estimated $45M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2023.