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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
CHA
276
Cooper/Haims Advisors
New York
$244K -$140K -3,270 -38%
SAM
277
Secure Asset Management
Michigan
$244K -$11.6K -270 -5%
VA
278
Vident Advisory
Georgia
$242K
AR
279
Apeiron RIA
Texas
$237K
HWMG
280
Hurlow Wealth Management Group
Indiana
$237K
SRSA
281
S.R. Schill & Associates
Washington
$231K +$1.03K +24 +0.5%
MSAM
282
Moloney Securities Asset Management
Missouri
$230K -$25.7K -600 -11%
SC
283
Sepio Capital
Utah
$228K -$6.42K -150 -3%
GVAG
284
Great Valley Advisor Group
Delaware
$227K +$215K +5,034 New
FFA
285
Farther Finance Advisors
California
$227K +$109K +2,556 +104%
NAS
286
Nicolet Advisory Services
Wisconsin
$224K +$1.8K +42 +0.8%
RIA
287
Richwood Investment Advisors
Ohio
$221K -$19.3K -450 -8%
SWA
288
Sax Wealth Advisors
New Jersey
$219K +$207K +4,842 New
SVCP
289
Silicon Valley Capital Partners
California
$218K +$1.28K +30 +0.6%
EWA
290
EP Wealth Advisors
California
$218K +$28.5K +666 +16%
VR
291
Valued Retirements
Texas
$218K +$206K +4,824 New
Members Trust
292
Members Trust
Florida
$217K +$205K +4,794 New
FA
293
Flagstar Advisors
New York
$217K +$206K +4,806 New
HSBC Holdings
294
HSBC Holdings
United Kingdom
$217K -$257K -6,000 -56%
KPWS
295
Kestra Private Wealth Services
Texas
$216K +$205K +4,794 New
MAM
296
MWA Asset Management
Massachusetts
$213K +$202K +4,710 New
JIP
297
Jaffetilchin Investment Partners
Florida
$210K -$19.5K -456 -9%
GT
298
Glenmede Trust
Pennsylvania
$210K +$126K +2,934 +170%
ACM
299
Advisors Capital Management
New Jersey
$210K +$200K +4,662 New
KBFS
300
Kohmann Bosshard Financial Services
Ohio
$207K +$196K +4,578 New

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.