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Vanguard Mega Cap Growth ETF

675 hedge funds and large institutions have $8.97B invested in Vanguard Mega Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 218 increasing their positions, 185 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 29

27% more capital invested

Capital invested by funds: $7.09B → $8.97B (+$1.88B)

18% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 185

16% more funds holding

Funds holding: 580675 (+95)

16% more funds holding in top 10

Funds holding in top 10: 4451 (+7)

14.16% more ownership

Funds ownership: 258.71%272.88% (+14%)

90% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $228M

Holders
675
Holders Change
+95
Holders Change %
+16.38%
% 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
0.74%
New
133
Increased
218
Reduced
185
Closed
29
Calls
$23.9M
Puts
$228M
Net Calls
-$204M
Net Calls Change
-$209M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.79B +$60.4M +1,243,880 +4%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$967M -$12.5M -256,900 -1%
Morgan Stanley
3
Morgan Stanley
New York
$895M +$459M +9,454,725 +121%
Bank of America
4
Bank of America
North Carolina
$456M -$28M -576,680 -6%
LNC
5
Lincoln National Corp
Pennsylvania
$245M -$11.4M -235,825 -5%
Wells Fargo
6
Wells Fargo
California
$231M +$344K +7,080 +0.2%
LPL Financial
7
LPL Financial
California
$221M +$27.2M +559,740 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$220M -$30.3M -625,435 -13%
UBS Group
9
UBS Group
Switzerland
$211M -$1.7M -35,040 -0.9%
Osaic Holdings
10
Osaic Holdings
Arizona
$202M -$28.6M -589,050 -13%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$173M -$10.1M -207,360 -6%
Ameriprise
12
Ameriprise
Minnesota
$130M +$10.8M +222,885 +10%
KAM
13
Kensington Asset Management
Texas
$115M +$3.81M +78,500 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$105M -$1.46M -30,005 -1%
AWM
15
Angeles Wealth Management
California
$90.3M +$3.18M +65,470 +4%
PS
16
Portfolio Strategies
New York
$83.2M +$15.9M +326,755 +26%
Cerity Partners
17
Cerity Partners
New York
$81.9M +$76.5M +1,577,160 New
HighTower Advisors
18
HighTower Advisors
Illinois
$71.5M -$1.71M -35,345 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$66.3M -$908K -18,710 -1%
MIC
20
Means Investment Company
Maine
$59.9M +$4.68M +96,540 +9%
AWM
21
AE Wealth Management
Kansas
$54.7M +$15.1M +311,020 +44%
PIA
22
Petredis Investment Advisors
Pennsylvania
$53M +$1.19M +24,605 +2%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$53M +$26.1M +538,745 +112%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$51.6M -$643K -13,255 -1%
MML Investors Services
25
MML Investors Services
Massachusetts
$44.7M -$1.68M -34,615 -4%

MGK Hedge Fund Activity: Q4 2023 in Review

675 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2023, worth a combined $8.97B — up 27% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new MGK positions and 29 closed out — a net gain of 104 holders — while 218 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $459M. The largest seller was Envestnet Asset Management, cutting an estimated $30.3M.

  • 675 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2023, up from 580 in Q3 2023.
  • Funds reported $8.97B of Vanguard Mega Cap Growth ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 133 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2023 and 29 closed out, a net change of +104 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $459M added.
  • The largest Vanguard 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.