We are live on ! Find out more
VOOG icon

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
FDCDDQ
401
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.08K -$1.03K -24 -50%
LWA
402
Lowe Wealth Advisors
Maryland
$812
PGAM
403
Princeton Global Asset Management
New Jersey
$553
Deutsche Bank
404
Deutsche Bank
Germany
$542
GWS
405
Glassman Wealth Services
Virginia
$275 -$9.76K -228 -97%
RS
406
Rakuten Securities
Japan
$271 +$257 +6 New
RIL
407
Rothschild Investment LLC
Illinois
$26
I2I
408
Insight 2811 Inc
Illinois
-$550K -13,362 Closed
Fisher Asset Management
409
Fisher Asset Management
Washington
-$489K -11,886 Closed
DWM
410
Dopkins Wealth Management
New York
-$415K -10,098 Closed
Koshinski Asset Management
411
Koshinski Asset Management
Illinois
-$350K -8,514 Closed
D
412
Dentgroup
Louisiana
-$333K -8,094 Closed
AC
413
Apella Capital
Connecticut
-$253K -6,150 Closed
AC
414
AlphaCore Capital
California
-$236K -5,748 Closed
TWM
415
Tradition Wealth Management
Minnesota
-$65K -1,572 Closed
RIA
416
Realta Investment Advisors
Delaware
-$50.8K -1,200 Closed
GWSA
417
Global Wealth Strategies & Associates
Colorado
-$43.2K -1,050 Closed
TFA
418
Transamerica Financial Advisors
Florida
-$16K -372 Closed
NC
419
NewSquare Capital
Pennsylvania
-$14.6K -354 Closed
APW
420
Atlantic Private Wealth
North Carolina
-$12.6K -306 Closed
PAG
421
Paladin Advisory Group
Iowa
-$8.28K -204 Closed
National Bank of Canada
422
National Bank of Canada
Quebec, Canada
-$7.93K -192 Closed
NSIM
423
North Star Investment Management
Illinois
-$7.9K -192 Closed
PCM
424
Penserra Capital Management
California
-$7K -174 Closed
WFA
425
WestHill Financial Advisors
California
-$2.71K -66 Closed

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.