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Vanguard S&P 500 Growth ETF

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: 911 (+2)

18% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 116

8% more funds holding

Funds holding: 405438 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
326
Colton Groome Financial Advisors
North Carolina
$207K +$196K +4,068 New
PAG
327
Private Advisory Group
Washington
$205K -$96.8K -2,004 -33%
GAA
328
Global Assets Advisory
Florida
$204K +$18M +373,482 New
MPCL
329
My Personal CFO LLC
Washington
$203K +$193K +4,002 New
DWM
330
Dopkins Wealth Management
New York
$203K +$193K +4,002 New
FWCM
331
Ferguson Wellman Capital Management
Oregon
$203K +$193K +4,002 New
UCFA
332
United Capital Financial Advisors
Texas
$203K -$123K -2,550 -39%
GWM
333
GDS Wealth Management
Texas
$203K +$193K +3,996 New
EWA
334
ERTS Wealth Advisors
Michigan
$203K +$193K +3,990 New
KLWA
335
Kelly Lawrence W & Associates
California
$203K +$193K +3,990 New
Members Trust
336
Members Trust
Florida
$201K -$40K -828 -17%
SF
337
Safeguard Financial
Wisconsin
$201K -$71.6K -1,482 -27%
LTI
338
Laffer Tengler Investments
Tennessee
$200K +$190K +3,942 New
PO
339
Private Ocean
California
$186K +$177K +3,672 New
First Manhattan
340
First Manhattan
New York
$184K -$166K -3,438 -49%
VC
341
Vestor Capital
Illinois
$178K
AssetMark Inc
342
AssetMark Inc
California
$177K +$141K +2,916 +506%
PCMC
343
Private Capital Management (Colorado)
Colorado
$176K
S
344
SignatureFD
Georgia
$174K +$56.2K +1,164 +52%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$173K +$164K +3,396 New
PS
346
Principal Securities
Iowa
$169K +$7.53K +156 +5%
HRC
347
Hoertkorn Richard Charles
$163K
Jones Financial Companies
348
Jones Financial Companies
Missouri
$149K +$142K +2,940 New
SPIA
349
Steward Partners Investment Advisory
New York
$144K +$1.16K +24 +0.9%
KWAG
350
Kiely Wealth Advisory Group
North Carolina
$143K -$49.3K -1,020 -26%

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.