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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
MFWM
251
Motley Fool Wealth Management
Virginia
$282K +$273K +6,378 New
FPAS
252
Focus Partners Advisor Solutions
Missouri
$282K -$3.08K -72 -1%
SIMC
253
Squire Investment Management Company
Utah
$282K +$267K +6,240 New
AFA
254
American Financial Advisors
Georgia
$280K
IA
255
IFG Advisors
Missouri
$278K
NEPWA
256
New England Private Wealth Advisors
Massachusetts
$275K +$2.05K +48 +0.8%
SI
257
Stephens Inc
Arkansas
$275K
PAG
258
Private Advisory Group
Washington
$273K -$201K -4,686 -44%
EWM
259
Evercore Wealth Management
New York
$270K -$27.2K -636 -10%
PA
260
Parallel Advisors
California
$269K +$770 +18 +0.3%
WAM
261
Walker Asset Management
Missouri
$268K
SC
262
Sapient Capital
Indiana
$264K +$250K +5,850 New
WIA
263
World Investment Advisors
California
$262K -$6.93K -162 -3%
MSWMA
264
Market Street Wealth Management Advisors
Indiana
$261K -$5.53M -129,288 -96%
LA
265
Lane & Associates
New Jersey
$260K -$35.9K -840 -13%
ECM
266
Evergreen Capital Management
Washington
$259K
MG
267
Mather Group
Illinois
$257K
FWM
268
ForthRight Wealth Management
Georgia
$256K
CTC
269
Central Trust Company
Missouri
$255K
SWP
270
Stratos Wealth Partners
Ohio
$254K +$241K +5,622 New
CA
271
Calton & Associates
Florida
$254K +$240K +5,616 New
IWM
272
IHT Wealth Management
Illinois
$253K +$240K +5,598 New
TI
273
Truepoint Inc
Ohio
$251K +$14.9K +348 +7%
FFA
274
Fragasso Financial Advisors
Pennsylvania
$247K +$1.54K +36 +0.7%
SF
275
Safeguard Financial
Wisconsin
$245K -$3.6K -84 -2%

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.