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Vanguard Mega Cap Growth ETF

839 hedge funds and large institutions have $14.2B invested in Vanguard Mega Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 277 increasing their positions, 255 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 33

40% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $13.6M

25% more funds holding in top 10

Funds holding in top 10: 5771 (+14)

17% more capital invested

Capital invested by funds: $12.2B → $14.2B (+$2.02B)

12% more funds holding

Funds holding: 747839 (+92)

9% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 255

5.45% less ownership

Funds ownership: 271.91%266.46% (-5.5%)

Holders
839
Holders Change
+92
Holders Change %
+12.32%
% of All Funds
11.05%
Holding in Top 10
71
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+24.56%
% of All Funds
0.94%
New
144
Increased
277
Reduced
255
Closed
33
Calls
$19.1M
Puts
$13.6M
Net Calls
+$5.49M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$2.56B +$1.75M +25,980 +0.1%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$1.23B +$992K +14,735 +0.1%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$913M -$23.9K -355 -3%
Morgan Stanley
4
Morgan Stanley
New York
$738M +$59.6M +885,975 +9%
Bank of America
5
Bank of America
North Carolina
$640M -$15.9M -235,795 -2%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$562M +$14.3M +212,970 +3%
HCM
7
Howard Capital Management
Georgia
$554M -$1.49M -22,095 -0.3%
LPL Financial
8
LPL Financial
California
$371M +$46M +682,930 +14%
AIA
9
Angeles Investment Advisors
California
$287M -$5.72M -85,000 -2%
UBS Group
10
UBS Group
Switzerland
$281M -$4.97M -73,890 -2%
Wells Fargo
11
Wells Fargo
California
$272M -$48M -713,855 -15%
Ameriprise
12
Ameriprise
Minnesota
$245M +$45.9M +681,735 +24%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$242M -$18M -267,120 -7%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$193M -$1.8M -26,760 -0.9%
AWM
15
Angeles Wealth Management
California
$178M +$8.77M +130,360 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$149M +$8.84M +131,340 +6%
Cerity Partners
17
Cerity Partners
New York
$135M +$4.11M +61,060 +3%
Comerica Bank
18
Comerica Bank
Texas
$129M -$6.52M -96,925 -5%
PCIA
19
Prime Capital Investment Advisors
Kansas
$110M -$5.35M -79,525 -5%
FWI
20
Facet Wealth Inc
Maryland
$103M +$1.52M +22,580 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$92.6M +$3.09M +45,895 +4%
MIC
22
Means Investment Company
Maine
$90.1M -$790K -11,740 -0.9%
PIA
23
Petredis Investment Advisors
Pennsylvania
$89.1M +$2.73M +40,585 +3%
PS
24
Portfolio Strategies
New York
$88M -$1.44M -21,395 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$86.3M -$3.45M -51,210 -4%

MGK Hedge Fund Activity: Q4 2024 in Review

839 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2024, worth a combined $14.2B — up 17% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new MGK positions and 33 closed out — a net gain of 111 holders — while 277 added to existing stakes and 255 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $59.6M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $282M sold.

  • 839 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2024, up from 747 in Q3 2024.
  • Funds reported $14.2B of Vanguard Mega Cap Growth ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 144 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2024 and 33 closed out, a net change of +111 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2024 was Morgan Stanley, an estimated $59.6M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2024 was Lincoln National Corp, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2024.