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MGK

Vanguard Mega Cap Growth ETF
1W: -1.0% 1M: +5.7% 3M: -77.2% YTD: -78.4% 1Y: -74.2% 3Y: -57.4% 5Y: -57.6%
$88.99
+0.20 (+0.23%)
 
Weekly Expected Move ±2.2%
$85 $87 $89 $91 $93
ETF AMEX · AUM $32.6B

Institutional Ownership — MGK

1,049
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
13B
Total Invested
70
New Positions
322
Increased
451
Reduced
148
Closed
1.25
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1124 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ASSETMARK, INC 8,486,761 $755M -104,071 -1.2% 13Q SEC ↗
2 Cassaday & Co Wealth Management LLC 3,719,368 $331M +48,165 +1.3% 13Q SEC ↗
3 MORGAN STANLEY 2,651,172 $236M +277,446 +11.7% 12Q SEC ↗
4 BANK OF AMERICA CORP /DE 2,033,250 $181M -25,521 -1.2% 13Q SEC ↗
5 LPL Financial LLC 1,154,761 $103M -19,091 -1.6% 13Q SEC ↗
6 UBS Group AG 1,037,729 $92M -62,292 -5.7% 13Q SEC ↗
7 VANTAGEPOINT INVESTMENT ADVISERS LLC 875,123 $78M +41,203 +4.9% 2Q SEC ↗
8 CAPTRUST FINANCIAL ADVISORS 869,407 $77M -194,507 -18.3% 13Q SEC ↗
9 AMERIPRISE FINANCIAL INC 796,750 $71M +35,242 +4.6% 13Q SEC ↗
10 WELLS FARGO & COMPANY/MN 747,855 $67M +40,218 +5.7% 12Q SEC ↗
11 ENVESTNET ASSET MANAGEMENT INC 711,289 $63M +39,841 +5.9% 13Q SEC ↗
12 ANGELES WEALTH MANAGEMENT, LLC 571,184 $51M -18,272 -3.1% 13Q SEC ↗
13 Merit Financial Group, LLC 542,393 $48M -90,349 -14.3% 13Q SEC ↗
14 Cerity Partners LLC 541,188 $48M +90,587 +20.1% 10Q SEC ↗
15 PNC FINANCIAL SERVICES GROUP, INC. 531,713 $47M +14,064 +2.7% 13Q SEC ↗
16 ROYAL BANK OF CANADA 466,332 $41M +9,145 +2.0% 13Q SEC ↗
17 Howard Capital Management Inc. 454,704 $40M -809,959 -64.0% 12Q SEC ↗
18 RAYMOND JAMES FINANCIAL INC 434,071 $39M +66,026 +17.9% 6Q SEC ↗
19 Facet Wealth, Inc. 326,511 $29M +18,360 +6.0% 9Q SEC ↗
20 OSAIC HOLDINGS, INC. 286,053 $25M +54,513 +23.5% 13Q SEC ↗
21 PETREDIS INVESTMENT ADVISORS LLC 275,168 $24M +830 +0.3% 13Q SEC ↗
22 Kensington Asset Management, LLC 261,800 $23M +0.0% 4Q SEC ↗
23 Rockefeller Capital Management L.P. 239,281 $21M -249,525 -51.0% 13Q SEC ↗
24 Strategic Investment Advisors / MI 235,025 $21M +50,602 +27.4% 13Q SEC ↗
25 Portfolio Strategies, Inc. 234,679 $21M -3,845 -1.6% 13Q SEC ↗
26 Falcon Wealth Planning 233,737 $21M +13,253 +6.0% 13Q SEC ↗
27 COMERICA BANK 228,033 $20M -120,282 -34.5% 10Q SEC ↗
28 FIFTH THIRD BANCORP 226,498 $20M +226,200 +75906.0% 13Q SEC ↗
29 HighTower Advisors, LLC 226,497 $20M -2,973 -1.3% 13Q SEC ↗
30 TWO SIGMA INVESTMENTS, LP 221,120 $20M -21,480 -8.9% 10Q SEC ↗
31 Black Diamond Financial, LLC 208,474 $19M -11,812 -5.4% 13Q SEC ↗
32 Mariner, LLC 195,895 $17M +9,176 +4.9% 13Q SEC ↗
33 STIFEL FINANCIAL CORP 192,273 $17M +3,855 +2.0% 13Q SEC ↗
34 COMMONWEALTH EQUITY SERVICES, LLC 188,628 $17M -21,938 -10.4% 13Q SEC ↗
35 IFC Advisors LLC 187,508 $17M +5,060 +2.8% 6Q SEC ↗
36 Prime Capital Investment Advisors, LLC 185,052 $16M +2,124 +1.2% 13Q SEC ↗
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 173,959 $15M -86,585 -33.2% 13Q SEC ↗
38 Praetorian Wealth Management, Inc. 168,397 $15M +9,049 +5.7% 6Q SEC ↗
39 Gratus Wealth Advisors, LLC 162,614 $14M -4,334 -2.6% 10Q SEC ↗
40 Cetera Investment Advisers 156,790 $14M -32,939 -17.4% 13Q SEC ↗
41 Leelyn Smith, LLC 152,036 $14M +8,770 +6.1% 13Q SEC ↗
42 JPMORGAN CHASE & CO 148,495 $13M +33,126 +28.7% 13Q SEC ↗
43 Beacon Capital Management, LLC 135,363 $12M -20,863 -13.4% 13Q SEC ↗
44 Creative Planning 134,579 $12M -1,432 -1.1% 13Q SEC ↗
45 LEAVELL INVESTMENT MANAGEMENT, INC. 126,300 $11M +3,866 +3.2% 13Q SEC ↗
46 HENGEHOLD CAPITAL MANAGEMENT LLC 119,065 $11M +2,215 +1.9% 13Q SEC ↗
47 Cambridge Investment Research Advisors 111,482 $10M +5,136 +4.8% 13Q SEC ↗
48 SALEM INVESTMENT COUNSELORS INC 107,820 $10M +52,929 +96.4% 13Q SEC ↗
49 Bernardo Wealth Planning LLC 103,956 $9M -3,398 -3.2% 13Q SEC ↗
50 Lido Advisors, LLC 103,174 $9M -2,143 -2.0% 13Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +277,446 +11.7% 2,651,172
FIFTH THIRD BANCORP +226,200 +75906.0% 226,498
Cerity Partners LLC +90,587 +20.1% 541,188
Beacon Pointe Advisors, LLC +87,624 +1247.8% 94,646
RAYMOND JAMES FINANCIAL INC +66,026 +17.9% 434,071
MONETA GROUP INVESTMENT ADVISORS LL +64,927 +401.2% 81,110
OSAIC HOLDINGS, INC. +54,513 +23.5% 286,053
SALEM INVESTMENT COUNSELORS INC +52,929 +96.4% 107,820
Gateway Wealth Partners, LLC +50,879 +413.8% 63,175
Strategic Investment Advisors / MI +50,602 +27.4% 235,025
Cassaday & Co Wealth Management LLC +48,165 +1.3% 3,719,368
Cresset Asset Management, LLC +42,272 +3867.5% 43,365
VANTAGEPOINT INVESTMENT ADVISERS LL +41,203 +4.9% 875,123
WELLS FARGO & COMPANY/MN +40,218 +5.7% 747,855
ENVESTNET ASSET MANAGEMENT INC +39,841 +5.9% 711,289
AMERIPRISE FINANCIAL INC +35,242 +4.6% 796,750
JPMORGAN CHASE & CO +33,126 +28.7% 148,495
UNIVEST FINANCIAL Corp +30,474 +344.3% 39,324
Kestra Advisory Services, LLC +26,681 +61.1% 70,315
INDEPENDENT FINANCIAL GROUP, LLC +22,288 +97.1% 45,253
Biggest Decreases (20)
HolderReducedChange %Total Shares
Howard Capital Management Inc. -809,959 -64.0% 454,704
Rockefeller Capital Management L.P. -249,525 -51.0% 239,281
Angeles Investment Advisors, LLC -215,447 -98.7% 2,893
CAPTRUST FINANCIAL ADVISORS -194,507 -18.3% 869,407
AXXCESS WEALTH MANAGEMENT, LLC -177,882 -84.2% 33,453
Align Financial, LLC -161,949 -99.8% 270
GOLDMAN SACHS GROUP INC -159,401 -62.9% 94,079
M&T Bank Corp -137,589 -99.2% 1,059
COMERICA BANK -120,282 -34.5% 228,033
ASSETMARK, INC -104,071 -1.2% 8,486,761
Merit Financial Group, LLC -90,349 -14.3% 542,393
NORTHWESTERN MUTUAL WEALTH MANAGEME -86,585 -33.2% 173,959
CX Institutional -69,516 -48.4% 74,199
UBS Group AG -62,292 -5.7% 1,037,729
WEALTH ENHANCEMENT ADVISORY SERVICE -45,050 -32.4% 93,820
Concurrent Investment Advisors, LLC -36,736 -40.0% 55,178
Apriem Advisors -36,046 -36.3% 63,152
World Investment Advisors -35,933 -75.1% 11,913
Cetera Investment Advisers -32,939 -17.4% 156,790
Sherman Wealth Management LLC -32,751 -50.4% 32,262

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms