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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
CA
276
Calton & Associates
Florida
$285K – – –
KWM
277
Kingsview Wealth Management
Oregon
$284K +$270K +5,586 New
RWA
278
Roberts Wealth Advisors
California
$283K +$276K +5,724 New
MAM
279
MWA Asset Management
Massachusetts
$281K +$39.4K +816 +17%
UAG
280
United Advisor Group
Ohio
$280K +$266K +5,508 New
FFA
281
Fragasso Financial Advisors
Pennsylvania
$278K +$290 +6 +0.1%
CHA
282
Cooper/Haims Advisors
New York
$275K – – –
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$273K -$370K -7,662 -59%
VA
284
Vident Advisory
Georgia
$273K – – –
CTC
285
Central Trust Company
Missouri
$271K -$14.5K -300 -5%
SRSA
286
S.R. Schill & Associates
Washington
$271K +$10.4K +216 +4%
HWMG
287
Hurlow Wealth Management Group
Indiana
$267K – – –
Calamos Advisors
288
Calamos Advisors
Illinois
$266K +$253K +5,238 New
RIA
289
Regal Investment Advisors
Michigan
$261K +$248K +5,142 New
GWM
290
Geneos Wealth Management
Colorado
$260K +$80K +1,656 +48%
NAS
291
Nicolet Advisory Services
Wisconsin
$259K – – –
MSAM
292
Moloney Securities Asset Management
Missouri
$259K – – –
SC
293
Sepio Capital
Utah
$257K +$290 +6 +0.1%
KPWS
294
Kestra Private Wealth Services
Texas
$255K +$10.7K +222 +5%
TWM
295
Triton Wealth Management
Arizona
$254K +$250K +5,184 New
RIA
296
Richwood Investment Advisors
Ohio
$248K – – –
LWM
297
Liberty Wealth Management
California
$247K +$235K +4,860 New
EWA
298
EP Wealth Advisors
California
$247K +$1.16K +24 +0.5%
JIP
299
Jaffetilchin Investment Partners
Florida
$246K +$8.69K +180 +4%
SVCP
300
Silicon Valley Capital Partners
California
$246K +$290 +6 +0.1%
10 11
12
13 14

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.