Vanguard Morningstar Mega Cap Growth ETF
675 hedge funds and large institutions have $8.52B invested in Vanguard Morningstar Mega Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 217 increasing their positions, 184 reducing their positions, and 29 closing their positions.
362% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 29
20% more capital invested
Capital invested by funds: $7.08B → $8.52B (+$1.43B)
18% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 184
17% more funds holding
Funds holding: 579 → 675 (+96)
16% more funds holding in top 10
Funds holding in top 10: 44 → 51 (+7)
0.54% more ownership
Funds ownership: 258.65% → 259.19% (+0.54%)
90% less call options, than puts
Call options by funds: $23.9M | Put options by funds: $228M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$76.5M |
| 2 |
AssetMark Inc
Concord,
California
|
+$60.4M |
| 3 |
Morgan Stanley
New York
|
+$40.2M |
| 4 |
PCMM
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
+$28.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$30.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$28.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$28M |
| 4 |
AT
American Trust
Lexington,
Kentucky
|
-$22.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$21.7M |
MGK Hedge Fund Activity: Q4 2023 in Review
675 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q4 2023, worth a combined $8.52B — up 20% from $7.08B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new MGK positions and 29 closed out — a net gain of 105 holders — while 217 added to existing stakes and 184 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $76.5M. The largest seller was Envestnet Asset Management, cutting an estimated $30.3M.
- 675 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q4 2023, up from 579 in Q3 2023.
- Funds reported $8.52B of Vanguard Morningstar Mega Cap Growth ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 134 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q4 2023 and 29 closed out, a net change of +105 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q4 2023 was Cerity Partners, an estimated $76.5M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $30.3M sold.
Based on aggregated 13F filings for Q4 2023.