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Vanguard S&P 500 Growth ETF

350 hedge funds and large institutions have $2.26B invested in Vanguard S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more call options, than puts

Call options by funds: $3.38M | Put options by funds: $400K

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

28% more capital invested

Capital invested by funds: $1.77B → $2.26B (+$488M)

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

14.53% more ownership

Funds ownership: 177.98%192.51% (+15%)

10% more funds holding

Funds holding: 319350 (+31)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
350
Holders Change
+31
Holders Change %
+9.72%
% of All Funds
5.63%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
63
Increased
117
Reduced
97
Closed
25
Calls
$3.38M
Puts
$400K
Net Calls
+$2.98M
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
301
Romano Brothers & Co
Illinois
$38K +$39K +1,080 New
AIM
302
Anchor Investment Management
South Carolina
$35.9K
JFG
303
JDM Financial Group
Texas
$33.8K +$34.7K +960 New
PMFA
304
Plante Moran Financial Advisors
Michigan
$33.2K +$650 +18 +2%
LFA
305
Level Financial Advisors
New York
$32K
FHA
306
First Horizon Advisors
Tennessee
$29.8K +$5.2K +144 +21%
AWM
307
Accurate Wealth Management
Florida
$28.9K +$29.5K +816 New
CSWM
308
Cassady Schiller Wealth Management
Ohio
$28.3K -$196K -5,442 -87%
BWM
309
Baystate Wealth Management
Massachusetts
$28K +$28.4K +786 New
JWM
310
Janiczek Wealth Management
Colorado
$26.6K
PO
311
Private Ocean
California
$26.2K +$26.9K +744 New
NA
312
NewEdge Advisors
Louisiana
$25.3K -$204K -5,652 -7%
BC
313
Barrett & Company
Rhode Island
$24.6K
TFA
314
Transamerica Financial Advisors
Florida
$24K +$13.4K +372 +124%
TFGT
315
TS Financial Group (TSFG)
Illinois
$22K -$7.37K -204 -25%
GFWA
316
Grey Fox Wealth Advisors
Delaware
$21.1K +$21.7K +600 New
UB
317
UMB Bank
Missouri
$20K +$20.8K +576 New
GA
318
GoalVest Advisory
New York
$19K +$19.5K +540 New
MHR
319
Matthew Hamilton Rosenberg
$16K
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$15.4K
S
321
SignatureFD
Georgia
$14.7K
KFI
322
Key Financial Inc
Pennsylvania
$14.2K
SWM
323
Spire Wealth Management
Virginia
$13K
HFM
324
Hartford Financial Management
Connecticut
$12.2K
PFA
325
Pathway Financial Advisers
Indiana
$12.2K +$12.6K +348 New

VOOG Hedge Fund Activity: Q4 2022 in Review

350 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2022, worth a combined $2.26B — up 28% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VOOG positions and 25 closed out — a net gain of 38 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was Ameriprise, adding an estimated $40.9M. The largest seller was Portfolio Strategies, cutting an estimated $10.3M.

  • 350 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2022, up from 319 in Q3 2022.
  • Funds reported $2.26B of Vanguard S&P 500 Growth ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 63 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2022 and 25 closed out, a net change of +38 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2022 was Ameriprise, an estimated $40.9M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2022 was Portfolio Strategies, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.