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Vanguard S&P 500 Growth ETF
VOOG

438 hedge funds and large institutions have $3.1B invested in Vanguard S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 137 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $2.46M

133% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 30

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

18% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 116

8% more funds holding

Funds holding: 405 → 438 (+33)

5% more capital invested

Capital invested by funds: $2.96B → $3.1B (+$142M)

21.13% less ownership

Funds ownership: 202.8% → 181.67% (-21%)

Holders
438
Holders Change
+33
Holders Change %
+8.15%
% of All Funds
6.31%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
70
Increased
137
Reduced
116
Closed
30
Calls
$11.2M
Puts
$2.46M
Net Calls
+$8.78M
Net Calls Change
+$4.37M

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$31.7M
2
GAA
Global Assets Advisory
Florida
+$18M
3
AI
ArchPoint Investors
Florida
+$13.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.9M
5
CA
Cetera Advisors
Colorado
+$9.83M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$171M
2
JP Morgan Chase
JP Morgan Chase
New York
-$61.6M
3
CFD
Creative Financial Designs
Indiana
-$14.7M
4
Bank of America
Bank of America
North Carolina
-$9.3M
5
PS
Portfolio Strategies
New York
-$8.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
251
Financial Counselors Inc
Kansas
$339K +$322K +6,678 New
6F
252
626 Financial
Michigan
$337K – – –
BAM
253
Belpointe Asset Management
Nevada
$336K +$320K +6,624 New
WWC
254
Waypoint Wealth Counsel
Georgia
$334K +$1.45K +30 +0.5%
RMCM
255
Reynders McVeigh Capital Management
Massachusetts
$331K -$59.7K -1,236 -16%
I
256
INVST
Indiana
$329K +$312K +6,468 New
HF
257
Halpern Financial
Virginia
$329K -$5.79K -120 -2%
WWM
258
Western Wealth Management
Colorado
$328K -$82.3K -1,704 -21%
WIA
259
World Investment Advisors
California
$318K +$22K +456 +8%
SIMC
260
Squire Investment Management Company
Utah
$317K – – –
AFA
261
American Financial Advisors
Georgia
$315K – – –
IA
262
IFG Advisors
Missouri
$313K – – –
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$312K +$296K +6,138 New
GPA
264
Guidance Point Advisors
Massachusetts
$311K +$295K +6,114 New
NEPWA
265
New England Private Wealth Advisors
Massachusetts
$311K – – –
SI
266
Stephens Inc
Arkansas
$309K – – –
PA
267
Parallel Advisors
California
$302K – – –
HF
268
HRT Financial
New York
$302K +$288K +5,964 New
WAM
269
Walker Asset Management
Missouri
$302K – – –
SC
270
Sapient Capital
Indiana
$297K – – –
ECM
271
Evergreen Capital Management
Washington
$292K – – –
FWM
272
ForthRight Wealth Management
Georgia
$288K +$290 +6 +0.1%
LA
273
Lane & Associates
New Jersey
$287K -$5.22K -108 -2%
TCA
274
Transcend Capital Advisors
New Jersey
$287K +$273K +5,646 New
SWP
275
Stratos Wealth Partners
Ohio
$286K +$290 +6 +0.1%
9 10
11
12 13

VOOG Hedge Fund Activity: Q1 2024 in Review

438 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2024, worth a combined $3.1B — up 4.8% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VOOG positions and 30 closed out — a net gain of 40 holders — while 137 added to existing stakes and 116 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $31.7M. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 438 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2024, up from 405 in Q4 2023.
  • Funds reported $3.1B of Vanguard S&P 500 Growth ETF stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 70 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2024 and 30 closed out, a net change of +40 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $31.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2024.