Vanguard Morningstar Mega Cap Growth ETF
747 hedge funds and large institutions have $12.2B invested in Vanguard Morningstar Mega Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 246 reducing their positions, and 50 closing their positions.
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
16.75% more ownership
Funds ownership: 254.26% → 271.01% (+17%)
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: 265 | Existing positions reduced: 246
2% less funds holding in top 10
Funds holding in top 10: 58 → 57 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$500M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$439M |
| 3 |
AssetMark Inc
Concord,
California
|
+$84.8M |
| 4 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$45.9M |
| 5 |
Two Sigma Investments
New York
|
+$42.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$29.8M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$20.2M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
-$17.9M |
| 4 |
PS
Portfolio Strategies
Monsey,
New York
|
-$16.8M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$14M |
MGK Hedge Fund Activity: Q3 2024 in Review
747 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar 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 265 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 Morningstar Mega Cap Growth ETF (MGK) as of Q3 2024, up from 736 in Q2 2024.
- Funds reported $12.2B of Vanguard Morningstar Mega Cap Growth ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 70 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q3 2024 and 50 closed out, a net change of +20 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q3 2024 was Howard Capital Management, an estimated $500M added.
- The largest Vanguard Morningstar 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.