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
CSIC
376
Clifford Swan Investment Counsel
California
$215K – – –
CPIG
377
Chicago Partners Investment Group
Illinois
$214K +$205K +3,696 New
FA
378
Financial Alternatives
California
$214K – – –
Empower Advisory Group
379
Empower Advisory Group
Colorado
$212K -$106K -1,902 -34%
TFS
380
Thoroughbred Financial Services
Tennessee
$212K +$205K +3,690 New
LNWWM
381
Laird Norton Wetherby Wealth Management
California
$211K – – –
BFA
382
Beaumont Financial Advisors
Massachusetts
$211K – – –
WWC
383
Waypoint Wealth Counsel
Georgia
$211K +$1.67K +30 +0.8%
OPPS
384
Obsidian Personal Planning Solutions
Maryland
$211K – – –
AWP
385
Accretive Wealth Partners
New Jersey
$211K +$333 +6 +0.2%
LWM
386
LongView Wealth Management
Georgia
$210K – – –
LAM
387
LifePro Asset Management
California
$209K +$201K +3,630 New
First Manhattan
388
First Manhattan
New York
$209K – – –
MSFS
389
Main Street Financial Solutions
Pennsylvania
$208K +$200K +3,606 New
BWP
390
Bernardo Wealth Planning
Pennsylvania
$206K +$196K +3,528 New
DF
391
Dunhill Financial
United Kingdom
$206K +$189K +3,402 +2,025%
I2I
392
Insight 2811 Inc
Illinois
$204K -$3K -54 -1%
RS
393
Retirement Solution
Washington
$202K +$195K +3,516 New
VC
394
Vestor Capital
Illinois
$202K – – –
M&T Bank
395
M&T Bank
New York
$200K +$193K +3,480 New
PCMC
396
Private Capital Management (Colorado)
Colorado
$199K – – –
CIBC Private Wealth Group
397
CIBC Private Wealth Group
Georgia
$194K -$7.33K -132 -4%
GTAM
398
Global Trust Asset Management
Florida
$192K +$173K +3,120 +1,486%
CWP
399
Concord Wealth Partners
Virginia
$190K +$182K +3,276 +13,650%
HRC
400
Hoertkorn Richard Charles
$184K – – –
14 15
16
17 18

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.