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Vanguard Mega Cap Growth ETF

736 hedge funds and large institutions have $10.9B invested in Vanguard Mega Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 248 increasing their positions, 222 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 48

14% more capital invested

Capital invested by funds: $9.58B → $10.9B (+$1.31B)

12% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 222

4% more funds holding

Funds holding: 709736 (+27)

1.13% more ownership

Funds ownership: 253.13%254.26% (+1.1%)

9% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $26.8M

6% less funds holding in top 10

Funds holding in top 10: 6258 (-4)

Holders
736
Holders Change
+27
Holders Change %
+3.81%
% of All Funds
10.63%
Holding in Top 10
58
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.45%
% of All Funds
0.84%
New
80
Increased
248
Reduced
222
Closed
48
Calls
$29.1M
Puts
$26.8M
Net Calls
+$2.29M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$2.26B +$88M +1,508,555 +4%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$1.1B -$1.57M -26,950 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$609M +$53.6M +919,420 +10%
Bank of America
4
Bank of America
North Carolina
$569M +$15.3M +262,045 +3%
LPL Financial
5
LPL Financial
California
$302M +$20.1M +344,200 +8%
LNC
6
Lincoln National Corp
Pennsylvania
$286M -$4.48M -76,765 -2%
Wells Fargo
7
Wells Fargo
California
$284M +$4.68M +80,245 +2%
AIA
8
Angeles Investment Advisors
California
$279M +$133M +2,276,250 +105%
UBS Group
9
UBS Group
Switzerland
$265M +$4.06M +69,650 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$238M -$20.2M -345,845 -8%
Ameriprise
11
Ameriprise
Minnesota
$181M +$13.8M +236,650 +9%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$177M -$22.6M -387,915 -12%
AWM
13
Angeles Wealth Management
California
$143M +$9.91M +169,905 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$125M -$7.39M -126,730 -6%
Comerica Bank
15
Comerica Bank
Texas
$113M +$80.2M +1,374,005 +325%
Cerity Partners
16
Cerity Partners
New York
$112M +$4.76M +81,625 +5%
PS
17
Portfolio Strategies
New York
$98.8M -$892K -15,290 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$93.5M -$16.2M -277,400 -16%
PCIA
19
Prime Capital Investment Advisors
Kansas
$92.9M +$84.4M +1,447,150 +4,572%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$83.1M +$1.92M +32,895 +3%
FWI
21
Facet Wealth Inc
Maryland
$82.9M +$8.45M +144,815 +12%
HighTower Advisors
22
HighTower Advisors
Illinois
$81.7M -$2.1M -35,945 -3%
MIC
23
Means Investment Company
Maine
$79.9M +$2.74M +46,955 +4%
PIA
24
Petredis Investment Advisors
Pennsylvania
$74.3M +$7.87M +134,815 +13%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$73.4M +$8.03M +137,685 +13%

MGK Hedge Fund Activity: Q2 2024 in Review

736 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q2 2024, worth a combined $10.9B — up 14% from $9.58B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new MGK positions and 48 closed out — a net gain of 32 holders — while 248 added to existing stakes and 222 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $133M. The largest seller was Kensington Asset Management, exiting entirely with an estimated $132M sold.

  • 736 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q2 2024, up from 709 in Q1 2024.
  • Funds reported $10.9B of Vanguard Mega Cap Growth ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 80 funds opened new Vanguard Mega Cap Growth ETF positions in Q2 2024 and 48 closed out, a net change of +32 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q2 2024 was Angeles Investment Advisors, an estimated $133M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q2 2024 was Kensington Asset Management, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2024.