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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
LFA
351
Level Financial Advisors
New York
$40.6K
ACA
352
Aptus Capital Advisors
Alabama
$40.6K +$38.5K +900 New
PMFA
353
Plante Moran Financial Advisors
Michigan
$40.1K
CSWM
354
Cassady Schiller Wealth Management
Ohio
$36.4K
RIM
355
Rockbridge Investment Management
New York
$34.7K +$32.9K +768 New
JWM
356
Janiczek Wealth Management
Colorado
$33.3K
CFGS
357
Concourse Financial Group Securities
Alabama
$32.5K
BC
358
Barrett & Company
Rhode Island
$32K +$257 +6 +0.9%
UB
359
UMB Bank
Missouri
$26K
AssetMark Inc
360
AssetMark Inc
California
$26K +$20.3K +474 +465%
CJ
361
Caitlin John
Michigan
$23.3K +$22.1K +516 New
OSNBOA
362
Old Second National Bank of Aurora
Illinois
$23K +$21.8K +510 New
NECFA
363
New England Capital Financial Advisors
Connecticut
$22.7K +$4.11K +96 +24%
FHA
364
First Horizon Advisors
Tennessee
$21.9K
QCG
365
Quadrant Capital Group
Ohio
$20K +$19K +444 New
NS
366
NBC Securities
Alabama
$20K
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$19.8K
PFA
368
Pathway Financial Advisers
Indiana
$15.8K
HFM
369
Hartford Financial Management
Connecticut
$15.7K
SRCM
370
Signature Resources Capital Management
California
$14.4K +$13.6K +318 New
TVAMP
371
Tennessee Valley Asset Management Partners
Tennessee
$14.4K +$13.6K +318 New
AIM
372
Anchor Investment Management
South Carolina
$13.5K
GA
373
GoalVest Advisory
New York
$13.2K +$257 +6 +2%
MHR
374
Matthew Hamilton Rosenberg
$13K -$7.19K -168 -37%
GJIA
375
Glass Jacobson Investment Advisors
Maryland
$12.7K -$99.1K -2,316 -89%

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.