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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
USB
326
Union Savings Bank
Connecticut
$77.2K +$24.4K +570 +50%
PB
327
Pinnacle Bancorp
Nebraska
$75K
HGERS
328
Householder Group Estate & Retirement Specialist
Arizona
$74K -$143K -3,330 -67%
GIA
329
GHP Investment Advisors
Colorado
$73.9K
TSWM
330
Tyler-Stone Wealth Management
Ohio
$72.8K
TFGT
331
TS Financial Group (TSFG)
Illinois
$70K +$257 +6 +0.4%
AF
332
Advisornet Financial
Minnesota
$67.4K
SWA
333
SOA Wealth Advisors
New York
$66.3K
CPG
334
Cornerstone Planning Group
New Jersey
$63.7K +$3.85K +90 +7%
AWM
335
Avior Wealth Management
Nebraska
$63.6K
ODG
336
O'Dell Group
Ohio
$59.3K +$56.2K +1,314 New
BCWM
337
Bartlett & Co Wealth Management
Ohio
$58.2K
BC
338
Bartlett & Co
Ohio
$58K
HWP
339
Highline Wealth Partners
California
$54.3K +$48.3K +1,128 +1,446%
ADL
340
Asset Dedication LLC
California
$54K
PAIM
341
Punch & Associates Investment Management
Minnesota
$51.5K
EPW
342
Evergreen Private Wealth
Colorado
$51K +$48.3K +1,128 New
RF
343
Robinswood Financial
Washington
$47.7K -$257 -6 -0.6%
SPIS
344
Steward Partners Investment Solutions
Oregon
$47.6K +$444K +10,368 New
CIA
345
Cape Investment Advisory
Georgia
$47.4K +$16.9K +396 +61%
AA
346
AlphaMark Advisors
Kentucky
$47K
EA
347
Evolution Advisers
Virginia
$47K +$45.2K +1,056 New
GEA
348
Glen Eagle Advisors
New Jersey
$46.9K
JFG
349
JDM Financial Group
Texas
$43.3K
NMG
350
New Millennium Group
Utah
$40.9K -$12.8K -300 -25%

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.