We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF

349 hedge funds and large institutions have $2.21B invested in Vanguard S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 111 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,598% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $247K

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

0% less funds holding

Funds holding: 350349 (-1)

2% less capital invested

Capital invested by funds: $2.26B → $2.21B (-$47.2M)

7% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 111

1.28% less ownership

Funds ownership: 192.51%191.23% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
44
Increased
103
Reduced
111
Closed
38
Calls
$6.67M
Puts
$247K
Net Calls
+$6.42M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
301
JDM Financial Group
Texas
$36.9K
GEA
302
Glen Eagle Advisors
New Jersey
$36.5K -$22K -600 -39%
LFA
303
Level Financial Advisors
New York
$34.6K
PMFA
304
Plante Moran Financial Advisors
Michigan
$31.3K -$4.63K -126 -13%
CSWM
305
Cassady Schiller Wealth Management
Ohio
$30.9K
FHA
306
First Horizon Advisors
Tennessee
$30.3K -$2.21K -60 -7%
JWM
307
Janiczek Wealth Management
Colorado
$28.6K
AssetMark Inc
308
AssetMark Inc
California
$28.1K -$32.4K -882 -55%
GFWA
309
Grey Fox Wealth Advisors
Delaware
$27.7K +$4.41K +120 +20%
BC
310
Barrett & Company
Rhode Island
$27K
ACA
311
Aptus Capital Advisors
Alabama
$26.5K +$25.4K +690 New
BWM
312
Baystate Wealth Management
Massachusetts
$26.4K -$3.75K -102 -13%
TFA
313
Transamerica Financial Advisors
Florida
$26K
UB
314
UMB Bank
Missouri
$22.1K
MHR
315
Matthew Hamilton Rosenberg
$17.5K
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$16.8K
Commonwealth Equity Services
317
Commonwealth Equity Services
Massachusetts
$16.2K +$312K +8,490 +2%
S
318
SignatureFD
Georgia
$16K +$220 +6 +1%
NSG
319
Nalls Sherbakoff Group
Tennessee
$15.6K +$15.2K +414 New
SWM
320
Spire Wealth Management
Virginia
$13.8K
PFA
321
Pathway Financial Advisers
Indiana
$13.4K
HFM
322
Hartford Financial Management
Connecticut
$13.4K
JWA
323
JFS Wealth Advisors
Pennsylvania
$11.5K +$11K +300 New
AWM
324
Abound Wealth Management
Tennessee
$9.79K
CA
325
Clearstead Advisors
Ohio
$9.25K

VOOG Hedge Fund Activity: Q1 2023 in Review

349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2023, worth a combined $2.21B — down 2.1% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VOOG positions and 38 closed out — a net gain of 6 holders — while 103 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.8M. The largest seller was Bank of America, cutting an estimated $36.5M.

  • 349 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2023, down from 350 in Q4 2022.
  • Funds reported $2.21B of Vanguard S&P 500 Growth ETF stock for Q1 2023, down 2.1% quarter-over-quarter.
  • 44 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2023 and 38 closed out, a net change of +6 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $45.8M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2023 was Bank of America, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2023.