We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF
VOOG

504 hedge funds and large institutions have $3.52B invested in Vanguard S&P 500 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 28

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 135

5% more funds holding

Funds holding: 478 → 504 (+26)

3% more capital invested

Capital invested by funds: $3.42B → $3.52B (+$101M)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

18.39% less ownership

Funds ownership: 180.73% → 162.35% (-18%)

32% less call options, than puts

Call options by funds: $9.78M | Put options by funds: $14.5M

Holders
504
Holders Change
+26
Holders Change %
+5.44%
% of All Funds
7.24%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
62
Increased
152
Reduced
135
Closed
28
Calls
$9.78M
Puts
$14.5M
Net Calls
-$4.69M
Net Calls Change
-$8.15M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$28.6M
2
QCM
Quantinno Capital Management
New York
+$9.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.91M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$7.6M
5
Bank of America
Bank of America
North Carolina
+$7.09M

Top Sellers

Rank Fund Capital Flow
1
LWM
Liberty Wealth Management
California
-$146M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$75.6M
3
JP Morgan Chase
JP Morgan Chase
New York
-$36.2M
4
BHB
Bank Hapoalim BM
Israel
-$11.2M
5
Ameriprise
Ameriprise
Minnesota
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
326
Richwood Investment Advisors
Ohio
$281K – – –
MSWMA
327
Market Street Wealth Management Advisors
Indiana
$280K +$2.66K +48 +1%
SVWAG
328
Sound View Wealth Advisors Group
Georgia
$280K +$270K +4,860 New
RWA
329
Roberts Wealth Advisors
California
$280K -$58.9K -1,062 -18%
SVCP
330
Silicon Valley Capital Partners
California
$279K +$333 +6 +0.1%
VR
331
Valued Retirements
Texas
$278K – – –
TWM
332
Triton Wealth Management
Arizona
$276K -$1.33K -24 -0.5%
HSBC Holdings
333
HSBC Holdings
United Kingdom
$276K – – –
CHA
334
Cooper/Haims Advisors
New York
$276K – – –
IA
335
IFP Advisors
Florida
$275K -$4.33K -78 -2%
BBHC
336
Brown Brothers Harriman & Co
New York
$268K – – –
ACM
337
Advisors Capital Management
New Jersey
$268K – – –
GT
338
Glenmede Trust
Pennsylvania
$268K – – –
PCM
339
Parsons Capital Management
Rhode Island
$266K +$257K +4,626 New
RFC
340
Regions Financial Corp
Alabama
$266K +$257K +4,626 New
KBFS
341
Kohmann Bosshard Financial Services
Ohio
$263K – – –
EFG
342
Ehrlich Financial Group
California
$261K +$6.66K +120 +3%
AFP
343
Alpha Financial Partners
Kentucky
$261K +$252K +4,542 New
BlackRock
344
BlackRock
New York
$260K – – –
SCTC
345
Sanibel Captiva Trust Company
Florida
$259K – – –
BRWA
346
B. Riley Wealth Advisors
Florida
$255K -$111K -1,998 -31%
SIS
347
Sound Income Strategies
Florida
$253K +$240K +4,332 +6,017%
WCM
348
WealthBridge Capital Management
Ohio
$253K +$244K +4,398 New
RC
349
Roundview Capital
New Jersey
$251K – – –
CL
350
COWA LLC
Oklahoma
$248K +$239K +4,302 New
12 13
14
15 16

VOOG Hedge Fund Activity: Q3 2024 in Review

504 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q3 2024, worth a combined $3.52B — up 3% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VOOG positions and 28 closed out — a net gain of 34 holders — while 152 added to existing stakes and 135 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $28.6M. The largest seller was Liberty Wealth Management, cutting an estimated $146M.

  • 504 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q3 2024, up from 478 in Q2 2024.
  • Funds reported $3.52B of Vanguard S&P 500 Growth ETF stock for Q3 2024, up 3% quarter-over-quarter.
  • 62 funds opened new Vanguard S&P 500 Growth ETF positions in Q3 2024 and 28 closed out, a net change of +34 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q3 2024 was Two Sigma Investments, an estimated $28.6M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q3 2024 was Liberty Wealth Management, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2024.