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Vanguard Mega Cap Growth ETF (MGK) Institutional Ownership

Vanguard Mega Cap Growth ETF logo
$85.02 -0.47 (-0.55%)
As of 03:28 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Mega Cap Growth ETF (NYSEARCA:MGK)

Number of
Institutional Buyers
(last 12 months)
663
Total
Institutional Inflows
(last 12 months)
$665.17M
Number of
Institutional Sellers
(last 12 months)
415
Total
Institutional Outflows
(last 12 months)
$320.65M
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MGK Institutional Buying and Selling by Quarter

Vanguard Mega Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/4/2026 Fischer Investment Strategies LLC5,563$2.04M1.2%-2.1%0.007%
6/3/2026 Parallel Advisors LLC3,631$1.34M0.0%-3.9%0.005%
6/2/2026 Blue Edge Capital LLC91,387$33.58M4.5%-6.2%0.121%
6/1/2026 Foguth Wealth Management LLC.2,597$954K0.1%N/A0.003%
5/22/2026 WNY Asset Management LLC8,526$3.13M0.3%N/A0.011%
5/22/2026 Independent Wealth Advisors LLC5,774$2.12M2.1%+8.6%0.008%
5/21/2026 Raab & Moskowitz Asset Management LLC44,914$16.50M3.7%-3.4%0.060%
5/21/2026 Vestor Capital LLC303$111K0.0%+65.6%0.000%
5/20/2026 SOA Wealth Advisors LLC.1,237$454K0.0%-10.9%0.002%
5/19/2026 Western Wealth Management LLC6,206$2.28M0.1%+75.2%0.008%
5/19/2026 Bank of America Corp DE2,033,250$747.10M0.1%-1.2%2.694%
5/19/2026 Graney & King LLC3,069$1.13M0.6%+81.5%0.004%
5/19/2026 Strategic Investment Advisors MI235,025$86.44M6.0%+27.4%0.311%
5/19/2026 Arkadios Wealth Advisors2,599$955K0.0%+405.6%0.003%
5/19/2026 IFS Group LLC600$220K0.2%N/A0.001%
5/18/2026 EverSource Wealth Advisors LLC17,488$6.43M0.2%+59.9%0.023%
5/18/2026 Royal Bank of Canada466,332$171.35M0.0%+2.0%0.618%
5/16/2026 Quantinno Capital Management LP14,086$5.18M0.0%+38.7%0.019%
5/15/2026 Cardiff Park Advisors LLC126$46K0.0%N/A0.000%
5/15/2026 Gateway Wealth Partners LLC63,175$23.21M0.9%+413.8%0.084%
5/15/2026 Quadcap Wealth Management LLC24,589$9.04M1.0%+5.2%0.033%
5/15/2026 Waverly Advisors LLC27,186$9.99M0.1%-5.4%0.036%
5/15/2026 Bridgewater Advisors Inc.3,250$1.19M0.1%+400.0%0.004%
5/14/2026 Pennington Partners & CO. LLC2,903$1.07M0.4%+118.4%0.004%
5/14/2026 Modern Wealth Management LLC2,376$883K0.0%-21.2%0.003%
5/14/2026 Sei Investments Co.698$256K0.0%N/A0.001%
5/14/2026 Lido Advisors LLC103,174$37.91M0.1%-2.0%0.137%
5/14/2026 Monograph Wealth Advisors LLC1,017$374K0.0%-16.3%0.001%
5/13/2026 Cetera Investment Advisers156,790$57.61M0.1%-17.4%0.208%
5/13/2026 Wealthspire Retirement LLC41,822$15.37M0.9%+11.1%0.055%
5/13/2026 Prestige Wealth Management Group LLC2,300$845K0.2%-10.2%0.003%
5/13/2026 NewEdge Wealth LLC6,584$2.42M0.0%+89.9%0.009%
5/13/2026 First Citizens Bank & Trust Co.6,183$2.27M0.0%+851.2%0.008%
5/12/2026 Marin Bay Wealth Advisors LLC3,006$1.10M0.3%N/A0.004%
5/8/2026 PNC Financial Services Group Inc.531,713$195.37M0.1%+2.7%0.705%
5/8/2026 Cassaday & Co Wealth Management LLC3,719,368$1.37B29.1%+1.3%4.929%
5/7/2026 Legacy Wealth Managment LLC ID3,058$1.12M0.6%+7.3%0.004%
5/7/2026 Florida Financial Advisors LLC3,684$1.35M0.3%-12.8%0.005%
5/7/2026 Basepoint Wealth LLC208$76K0.0%N/A0.000%
5/7/2026 Hollencrest Capital Management3,170$1.17M0.0%-7.3%0.004%
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5/7/2026 Wells Financial Advisors INC4,800$1.76M8.0%-71.3%0.006%
5/7/2026 Parallel Advisors LLC3,631$1.34M0.0%-3.9%0.005%
5/6/2026 Quadrant Private Wealth Management LLC1,930$709K0.1%N/A0.003%
5/6/2026 Bartlett & CO. Wealth Management LLC1,375$505K0.0%+400.0%0.002%
5/6/2026 Zhang Financial LLC51,209$18.82M0.7%+3.9%0.068%
5/6/2026 Kera Capital Partners Inc.9,160$3.37M0.4%+2.3%0.012%
5/6/2026 Cornerstone Planning Group LLC791$291K0.0%+184.5%0.001%
5/6/2026 Advisortrust Partners LLC552$203K0.1%N/A0.001%
5/6/2026 Assetmark Inc.8,486,761$3.12B6.4%-1.2%11.247%
5/6/2026 Angeles Wealth Management LLC571,184$209.88M11.4%-3.1%0.757%
5/6/2026 Avalon Trust Co2,216$814K0.1%-9.6%0.003%
5/6/2026 Allspring Global Investments Holdings LLC45,064$16.56M0.0%+4.5%0.060%
5/6/2026 Independent Financial Group LLC20,986$7.71M0.2%N/A0.028%
5/5/2026 Wealthfront Advisers LLC69,764$25.63M0.1%+10.6%0.092%
5/5/2026 D.A. Davidson & CO.83,274$30.60M0.2%+1.8%0.110%
5/5/2026 Bank of New York Mellon Corp31,093$11.43M0.0%+1.2%0.041%
5/5/2026 IMC Chicago LLC816$300K0.0%N/A0.001%
5/5/2026 Geneos Wealth Management Inc.3,591$1.32M0.0%-35.6%0.005%
5/5/2026 Ethos Financial Group LLC7,058$2.59M0.2%-25.2%0.009%
5/5/2026 Signet Financial Management LLC4,638$1.70M0.2%+546.0%0.006%
5/5/2026 Sanctuary Advisors LLC52,672$19.35M0.1%-1.7%0.070%
5/5/2026 Sigma Planning Corp8,529$3.13M0.1%+54.3%0.011%
5/5/2026 Mosaic Advisors LLC20,346$7.48M10.1%+400.4%0.027%
5/5/2026 Checchi Capital Advisers LLC9,222$3.39M0.2%-30.7%0.012%
5/5/2026 Nwam LLC4,011$1.47M0.1%-43.6%0.005%
5/4/2026 Calamos Advisors LLC635$233K0.0%N/A0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management52,217$19.19M0.3%+5.3%0.069%
5/4/2026 HBW Advisory Services LLC1,886$693K0.1%+6.8%0.002%
5/4/2026 NWF Advisory Services Inc.39,481$14.51M1.6%+1.6%0.052%
5/4/2026 Chicago Partners Investment Group LLC2,393$879K0.0%N/A0.003%
5/4/2026 Gratus Wealth Advisors LLC162,614$59.75M8.6%-2.6%0.215%
5/4/2026 IFC Advisors LLC187,508$68.90M9.9%+2.8%0.248%
5/2/2026 Diversify Wealth Management LLC17,341$6.37M0.1%N/A0.023%
5/2/2026 UNIVEST FINANCIAL Corp39,324$14.45M0.8%+344.3%0.052%
5/1/2026 Capital Squared Financial LLC3,347$1.23M0.9%-6.3%0.004%
5/1/2026 Fifth Third Bancorp226,498$83.23M0.2%+75,906.0%0.300%
5/1/2026 Sovran Advisors LLC18,318$6.73M0.5%+418.3%0.024%
5/1/2026 American Trust3,637$1.34M0.1%-6.4%0.005%
5/1/2026 WealthShield Partners LLC43,954$16.13M1.8%-1.5%0.012%
5/1/2026 Darwin Wealth Management LLC26,832$9.86M3.1%-7.5%0.007%
5/1/2026 Simplicity Wealth LLC3,792$1.39M0.1%+87.4%0.001%
4/30/2026 Accredited Investors Inc.19,535$7.18M0.4%-2.4%0.005%
4/30/2026 Griffin Asset Management Inc.5,441$2.00M0.2%-23.3%0.001%
4/30/2026 Cherry Creek Investment Advisors Inc.5,898$2.17M0.9%-6.1%0.002%
4/30/2026 Kestra Advisory Services LLC70,315$25.84M0.1%+61.1%0.019%
4/30/2026 Money Concepts Capital Corp6,979$2.56M0.1%-5.4%0.002%
4/30/2026 Capital Planning LLC27,060$9.94M3.2%+17.2%0.007%
4/29/2026 Axxcess Wealth Management LLC33,453$12.29M0.4%-3.6%0.009%
4/29/2026 Cvfg LLC1,537$565K0.1%+8.6%0.000%
4/29/2026 Capstone Wealth Management Group LLC32,676$12.01M5.0%+2.6%0.009%
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4/29/2026 Flatrock Wealth Partners LLC4,057$1.49M0.7%N/A0.001%
4/29/2026 KERR FINANCIAL PLANNING Corp3,202$1.18M1.5%+391.9%0.001%
4/29/2026 Integrated Advisors Network LLC1,959$720K0.0%-48.4%0.001%
4/29/2026 Canvas Wealth Advisors LLC1,545$568K0.1%+13.4%0.000%
4/28/2026 Stephens Inc. AR37,680$13.85M0.2%+4.8%0.010%
4/28/2026 Berger Financial Group Inc12,723$4.68M0.3%+7.8%0.003%
4/28/2026 Pennsylvania Capital Management Inc. ADV30,770$11.31M3.2%+0.7%0.008%
4/28/2026 QRG Capital Management Inc.810$298K0.0%-15.4%0.000%
4/27/2026 HB Wealth Management LLC75,664$27.80M0.2%+0.8%0.020%
4/27/2026 Leelyn Smith LLC152,036$55.86M7.8%+6.1%0.040%


MGK Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,033 institutional investors and hedge funds held shares of Vanguard Mega Cap Growth ETF. The most heavily invested institutionals were Assetmark Inc. ($3.12B), Cassaday & Co Wealth Management LLC ($1.37B), Morgan Stanley ($1.09B), Bank of America Corp DE ($747.10M), Howard Capital Management Inc. ($508.93M), LPL Financial LLC ($484.53M), and UBS Group AG ($454.06M).Learn more on Vanguard Mega Cap Growth ETF's institutional investors.

Of the 908 institutional investors that purchased Vanguard Mega Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Captrust Financial Advisors ($1.47M), Assetmark Inc. ($1.41M), Vantagepoint Investment Advisers LLC ($875.12K), World Investment Advisors LLC ($639.03K), Angeles Investment Advisors LLC ($626.20K), Merit Financial Group LLC ($597.85K), and Osaic Holdings Inc. ($494.86K).

Institutional investors have bought a total of 8,522,177 shares in the last 24 months. This purchase volume represents approximately $665.17M in transactions.

Of the 415 institutional investors that sold Vanguard Mega Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Captrust Financial Advisors ($604.82K), Osaic Holdings Inc. ($471.31K), Howard Capital Management Inc. ($350.30K), Northwestern Mutual Wealth Management Co. ($182.44K), Prime Capital Investment Advisors LLC ($168.03K), Strategic Investment Advisors MI ($163.30K), and Comerica Bank ($156.04K).

Institutional investors have sold a total of 4,039,894 shares in the last 24 months. This volume of shares sold represents approximately $320.65M in transactions.


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This page (NYSEARCA:MGK) was last updated on 6/24/2026 by MarketBeat.com Staff.
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