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Vanguard S&P 500 Growth ETF

405 hedge funds and large institutions have $2.96B invested in Vanguard S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 122 increasing their positions, 130 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,808% more call options, than puts

Call options by funds: $4.66M | Put options by funds: $244K

200% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $2.44B → $2.96B (+$518M)

11.47% more ownership

Funds ownership: 191.33%202.8% (+11%)

10% more funds holding

Funds holding: 368405 (+37)

6% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 130

Holders
405
Holders Change
+37
Holders Change %
+10.05%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
63
Increased
122
Reduced
130
Closed
21
Calls
$4.66M
Puts
$244K
Net Calls
+$4.41M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Western Wealth Management
Colorado
$369K -$8.22K -192 -2%
ACM
227
AlphaStar Capital Management
North Carolina
$359K +$341K +7,962 New
CIC
228
Carnegie Investment Counsel
Ohio
$352K -$2.31K -54 -0.7%
RMCM
229
Reynders McVeigh Capital Management
Massachusetts
$350K -$38.5K -900 -10%
BCI
230
Brinker Capital Investments
Pennsylvania
$348K -$384K -8,976 -54%
OPS
231
Orion Portfolio Solutions
Nebraska
$348K -$384K -8,976 -54%
CWC
232
Carolinas Wealth Consulting
North Carolina
$341K -$13.4K -312 -4%
CB
233
Commerce Bank
Missouri
$335K
Focus Partners Wealth
234
Focus Partners Wealth
Massachusetts
$330K +$313K +7,320 New
PI
235
PFG Investments
New York
$330K +$2.05K +48 +0.7%
CCWM
236
Cassaday & Co Wealth Management
Virginia
$328K
TSS
237
Two Sigma Securities
New York
$325K +$308K +7,194 New
First Manhattan
238
First Manhattan
New York
$321K -$1.28K -30 -0.4%
FIA
239
Foundations Investment Advisors
Arizona
$320K +$290K +6,780 New
RWM
240
Ritholtz Wealth Management
New York
$317K +$301K +7,026 New
CWM
241
Centurion Wealth Management
Virginia
$316K +$76K +1,776 +34%
PPP
242
Private Portfolio Partners
New Jersey
$313K +$1.8K +42 +0.6%
HIC
243
Holderness Investments Company
North Carolina
$307K +$4.37K +102 +2%
GF
244
Gries Financial
Ohio
$306K +$290K +6,780 New
6F
245
626 Financial
Michigan
$299K
AWA
246
Arete Wealth Advisors
Illinois
$298K +$283K +6,606 New
UCFA
247
United Capital Financial Advisors
Texas
$296K -$83.4K -1,950 -23%
WWC
248
Waypoint Wealth Counsel
Georgia
$295K +$1.28K +30 +0.5%
WA
249
Wambolt & Associates
Colorado
$292K -$127K -2,964 -31%
HF
250
Halpern Financial
Virginia
$291K

VOOG Hedge Fund Activity: Q4 2023 in Review

405 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2023, worth a combined $2.96B — up 21% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VOOG positions and 21 closed out — a net gain of 42 holders — while 122 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Corient Private Wealth, cutting an estimated $98.2M.

  • 405 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2023, up from 368 in Q3 2023.
  • Funds reported $2.96B of Vanguard S&P 500 Growth ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 63 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2023 and 21 closed out, a net change of +42 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $166M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2023 was Corient Private Wealth, an estimated $98.2M sold.

Based on aggregated 13F filings for Q4 2023.