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Vanguard Mega Cap Growth ETF
MGK

Overview Fund Activity

671 hedge funds and large institutions have $8.96B invested in Vanguard Mega Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 216 increasing their positions, 185 reducing their positions, and 29 closing their positions.

Holders
671
Holders Change
+94
Holders Change %
+16.29%
% of All Funds
9.84%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.75%
New
132
Increased
216
Reduced
185
Closed
29
Calls
$23.9M
Puts
$228M
Net Calls
-$204M
Net Calls Change
-$209M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$895M
2
Cerity Partners
2
Cerity Partners
New York
$81.9M
3
AssetMark Inc
3
AssetMark Inc
California
$1.79B
4
GWA
4
Gratus Wealth Advisors
Virginia
$35.5M
5
PCM
5
Piedmont Capital Management
Montana
$30.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$220M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$202M
3
Bank of America
3
Bank of America
North Carolina
$456M
4
AT
4
American Trust
Kentucky
$33.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.79B 6,890,694 +248,776 +4%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$967M 3,727,135 -51,380 -1%
Morgan Stanley
3
Morgan Stanley
New York
$895M 3,450,294 +1,890,945 +121%
Bank of America
4
Bank of America
North Carolina
$456M 1,758,799 -115,336 -6%
LNC
5
Lincoln National Corp
Pennsylvania
$245M 942,690 -47,165 -5%
Wells Fargo
6
Wells Fargo
California
$231M 888,483 +1,416 +0.2%
LPL Financial
7
LPL Financial
California
$221M 849,807 +111,948 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$220M 847,350 -125,087 -13%
UBS Group
9
UBS Group
Switzerland
$211M 811,623 -7,008 -0.9%
Osaic Holdings
10
Osaic Holdings
Arizona
$202M 777,027 -117,810 -13%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$173M 664,854 -41,472 -6%
Ameriprise
12
Ameriprise
Minnesota
$130M 500,183 +44,577 +10%
KAM
13
Kensington Asset Management
Texas
$115M 441,700 +15,700 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$105M 405,522 -6,001 -1%
AWM
15
Angeles Wealth Management
California
$90.3M 348,111 +13,094 +4%
PS
16
Portfolio Strategies
New York
$83.2M 320,658 +65,351 +26%
Cerity Partners
17
Cerity Partners
New York
$81.9M 315,432 +315,432 New
HighTower Advisors
18
HighTower Advisors
Illinois
$71.5M 275,522 -7,069 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$66.3M 255,478 -3,742 -1%
MIC
20
Means Investment Company
Maine
$59.9M 231,003 +19,308 +9%
AWM
21
AE Wealth Management
Kansas
$54.7M 202,147 +62,204 +44%
PIA
22
Petredis Investment Advisors
Pennsylvania
$53M 204,413 +4,921 +2%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$53M 204,142 +107,749 +112%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$51.6M 198,904 -2,651 -1%
MML Investors Services
25
MML Investors Services
Massachusetts
$44.7M 172,386 -6,923 -4%
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