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Vanguard Mega Cap Growth ETF

709 hedge funds and large institutions have $9.58B invested in Vanguard Mega Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 266 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 46

30% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 205

22% more funds holding in top 10

Funds holding in top 10: 5162 (+11)

7% more capital invested

Capital invested by funds: $8.97B → $9.58B (+$609M)

5% more funds holding

Funds holding: 675709 (+34)

19.75% less ownership

Funds ownership: 272.88%253.13% (-20%)

74% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $139M

Holders
709
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
10.21%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.89%
New
91
Increased
266
Reduced
205
Closed
46
Calls
$36.6M
Puts
$139M
Net Calls
-$102M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.97B -$3.05M -55,210 -0.2%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$1B -$61.3M -1,111,810 -6%
Bank of America
3
Bank of America
North Carolina
$504M -$42.5K -770 -0%
Morgan Stanley
4
Morgan Stanley
New York
$503M -$468M -8,479,240 -49%
LNC
5
Lincoln National Corp
Pennsylvania
$265M -$4.67M -84,635 -2%
LPL Financial
6
LPL Financial
California
$256M +$11.5M +208,575 +5%
Wells Fargo
7
Wells Fargo
California
$255M -$121K -2,195 -0%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$237M -$5.28M -95,730 -2%
UBS Group
9
UBS Group
Switzerland
$237M +$4.54M +82,240 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$184M -$6.57M -119,160 -4%
Ameriprise
11
Ameriprise
Minnesota
$152M +$8.18M +148,265 +6%
KAM
12
Kensington Asset Management
Texas
$132M +$5.52M +100,000 +5%
AIA
13
Angeles Investment Advisors
California
$124M +$110M +1,990,200 +1,174%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$121M +$4.57M +82,855 +4%
AWM
15
Angeles Wealth Management
California
$120M +$19.9M +359,895 +21%
Osaic Holdings
16
Osaic Holdings
Arizona
$101M -$117M -2,120,275 -55%
Cerity Partners
17
Cerity Partners
New York
$97.7M +$7M +126,920 +8%
PS
18
Portfolio Strategies
New York
$91M -$814K -14,750 -0.9%
HighTower Advisors
19
HighTower Advisors
Illinois
$76.6M -$2.27M -41,230 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$73.9M +$632K +11,455 +0.9%
FWI
21
Facet Wealth Inc
Maryland
$70.8M +$68.4M +1,240,005 New
MIC
22
Means Investment Company
Maine
$70.2M +$3.8M +68,835 +6%
PIA
23
Petredis Investment Advisors
Pennsylvania
$60.1M +$1.42M +25,735 +3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$59.1M +$2M +36,275 +4%
MFG
25
Merit Financial Group
Georgia
$55M +$18.8M +341,385 +54%

MGK Hedge Fund Activity: Q1 2024 in Review

709 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2024, worth a combined $9.58B — up 6.8% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new MGK positions and 46 closed out — a net gain of 45 holders — while 266 added to existing stakes and 205 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $468M.

  • 709 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2024, up from 675 in Q4 2023.
  • Funds reported $9.58B of Vanguard Mega Cap Growth ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 91 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2024 and 46 closed out, a net change of +45 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2024 was Angeles Investment Advisors, an estimated $110M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $468M sold.

Based on aggregated 13F filings for Q1 2024.