Vanguard Morningstar Mega Cap Growth ETF
709 hedge funds and large institutions have $9.58B invested in Vanguard Morningstar Mega Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 267 increasing their positions, 203 reducing their positions, and 46 closing their positions.
98% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 46
32% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 203
22% more funds holding in top 10
Funds holding in top 10: 51 → 62 (+11)
12% more capital invested
Capital invested by funds: $8.52B → $9.58B (+$1.06B)
5% more funds holding
Funds holding: 675 → 709 (+34)
6.06% less ownership
Funds ownership: 259.19% → 253.12% (-6.1%)
74% less call options, than puts
Call options by funds: $36.6M | Put options by funds: $139M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$110M |
| 2 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$68.4M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$19.9M |
| 4 |
AWM
Angeles Wealth Management
Santa Monica,
California
|
+$19.9M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$117M |
| 2 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
-$61.3M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$44.8M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$37.7M |
| 5 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$20M |
MGK Hedge Fund Activity: Q1 2024 in Review
709 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q1 2024, worth a combined $9.58B — up 12% from $8.52B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new MGK positions and 46 closed out — a net gain of 45 holders — while 267 added to existing stakes and 203 trimmed.
The largest buyer was Angeles Investment Advisors, adding an estimated $110M. The largest seller was Osaic Holdings, cutting an estimated $117M.
- 709 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q1 2024, up from 675 in Q4 2023.
- Funds reported $9.58B of Vanguard Morningstar Mega Cap Growth ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 91 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q1 2024 and 46 closed out, a net change of +45 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q1 2024 was Angeles Investment Advisors, an estimated $110M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q1 2024 was Osaic Holdings, an estimated $117M sold.
Based on aggregated 13F filings for Q1 2024.