We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF
MGK

747 hedge funds and large institutions have $12.2B invested in Vanguard Mega Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 266 increasing their positions, 246 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $6.12M

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

17.66% more ownership

Funds ownership: 254.26% → 271.91% (+18%)

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.28B)

1% more funds holding

Funds holding: 736 → 747 (+11)

8% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 246

2% less funds holding in top 10

Funds holding in top 10: 58 → 57 (-1)

Holders
747
Holders Change
+11
Holders Change %
+1.49%
% of All Funds
10.73%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.82%
New
70
Increased
266
Reduced
246
Closed
50
Calls
$34.4M
Puts
$6.12M
Net Calls
+$28.3M
Net Calls Change
+$26M

Top Buyers

1
HCM
Howard Capital Management
Georgia
+$500M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$439M
3
AssetMark Inc
AssetMark Inc
California
+$84.8M
4
KAM
Kensington Asset Management
Texas
+$45.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$42.5M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$29.8M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$20.2M
3
PCM
Penserra Capital Management
California
-$17.9M
4
PS
Portfolio Strategies
New York
-$16.8M
5
GM
GeoWealth Management
Illinois
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$2.15B +$84.8M +1,359,525 +4%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$1.15B +$23.4M +374,830 +2%
Morgan Stanley
3
Morgan Stanley
New York
$634M +$10.1M +161,640 +2%
Bank of America
4
Bank of America
North Carolina
$615M +$31.1M +497,925 +5%
HCM
5
Howard Capital Management
Georgia
$521M +$500M +8,016,400 +11,579%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$513M +$439M +7,043,045 +756%
LPL Financial
7
LPL Financial
California
$304M -$5.01M -80,365 -2%
Wells Fargo
8
Wells Fargo
California
$301M +$9.59M +153,680 +3%
LNC
9
Lincoln National Corp
Pennsylvania
$282M -$11.1M -177,305 -4%
AIA
10
Angeles Investment Advisors
California
$275M -$10.7M -171,500 -4%
UBS Group
11
UBS Group
Switzerland
$268M -$3.11M -49,885 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$244M +$34K +545 +0%
Ameriprise
13
Ameriprise
Minnesota
$186M +$194K +3,110 +0.1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$182M +$818K +13,115 +0.5%
AWM
15
Angeles Wealth Management
California
$159M +$12M +192,660 +8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$131M +$3.05M +48,890 +2%
Comerica Bank
17
Comerica Bank
Texas
$127M +$11M +176,085 +10%
Cerity Partners
18
Cerity Partners
New York
$123M +$7.86M +126,090 +7%
PCIA
19
Prime Capital Investment Advisors
Kansas
$109M +$13M +208,570 +14%
FWI
20
Facet Wealth Inc
Maryland
$93.8M +$4.31M +69,160 +5%
MIC
21
Means Investment Company
Maine
$85.2M +$3.29M +52,750 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$84.2M -$11.2M -180,150 -12%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$83.9M -$1.2M -19,165 -1%
PS
24
Portfolio Strategies
New York
$83.9M -$16.8M -269,750 -17%
PIA
25
Petredis Investment Advisors
Pennsylvania
$80.9M +$4.64M +74,405 +6%
1
2 3 4 5

MGK Hedge Fund Activity: Q3 2024 in Review

747 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2024, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MGK positions and 50 closed out — a net gain of 20 holders — while 266 added to existing stakes and 246 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $500M. The largest seller was MFA Wealth Advisors, cutting an estimated $29.8M.

  • 747 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2024, up from 736 in Q2 2024.
  • Funds reported $12.2B of Vanguard Mega Cap Growth ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 70 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2024 and 50 closed out, a net change of +20 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2024 was Howard Capital Management, an estimated $500M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2024 was MFA Wealth Advisors, an estimated $29.8M sold.

Based on aggregated 13F filings for Q3 2024.