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Vanguard S&P 500 Growth ETF

249 hedge funds and large institutions have $1.47B invested in Vanguard S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 21

12% more funds holding

Funds holding: 222249 (+27)

11% more capital invested

Capital invested by funds: $1.33B → $1.47B (+$142M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5.21% less ownership

Funds ownership: 186.23%181.01% (-5.2%)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

Holders
249
Holders Change
+27
Holders Change %
+12.16%
% of All Funds
4.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
53
Increased
62
Reduced
69
Closed
21
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Magnus Financial Group
New York
$7.44M +$91.2K +2,502 +1%
CG
27
Caprock Group
Idaho
$7.41M -$937K -25,698 -12%
PWP
28
Principle Wealth Partners
Connecticut
$7.22M -$183K -5,028 -3%
RZH
29
Relyea Zuckerberg Hanson
Connecticut
$6.08M -$528K -14,478 -8%
RWRC
30
R.W. Roge & Company
New York
$5.74M -$150K -4,104 -3%
CA
31
Cetera Advisors
Colorado
$5.71M -$13.1K -360 -0.2%
KeyBank National Association
32
KeyBank National Association
Ohio
$5.47M -$158K -4,338 -3%
RFM
33
Royal Fund Management
Florida
$5.14M +$1M +27,522 +26%
RJA
34
Raymond James & Associates
Florida
$5.12M +$79.9K +2,190 +2%
ASN
35
Advisory Services Network
Georgia
$4.97M +$61.9K +1,698 +1%
AIA
36
Armor Investment Advisors
North Carolina
$4.92M +$525K +14,400 +13%
JIC
37
Joel Isaacson & Co
New York
$4.89M +$1.32M +36,114 +39%
MML Investors Services
38
MML Investors Services
Massachusetts
$4.78M +$490K +13,434 +12%
CAM
39
Cozad Asset Management
Illinois
$4.62M +$110K +3,006 +3%
Stifel Financial
40
Stifel Financial
Missouri
$4.28M -$29.8K -816 -0.7%
CA
41
Cornerstone Advisory
Maryland
$4.24M +$656 +18 +0%
LWMG
42
Levy Wealth Management Group
Pennsylvania
$4.02M +$3.82M +104,790 New
CA
43
Calton & Associates
Florida
$3.98M -$438K -12,012 -10%
AWM
44
AE Wealth Management
Kansas
$3.88M -$561K -15,378 -13%
PPA
45
Parametric Portfolio Associates
Washington
$3.77M +$3.59M +98,406 New
Creative Planning
46
Creative Planning
Kansas
$3.69M -$138K -3,774 -4%
GA
47
Gateway Advisory
New Jersey
$3.67M -$28.9K -792 -0.8%
B
48
Bridgeworth
Alabama
$3.66M -$79.2K -2,172 -2%
IA
49
Insight Advisors
Pennsylvania
$3.6M +$3.42M +93,804 New
NA
50
NewEdge Advisors
Louisiana
$3.32M +$181K +4,956 +6%

VOOG Hedge Fund Activity: Q4 2020 in Review

249 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2020, worth a combined $1.47B — up 11% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VOOG positions and 21 closed out — a net gain of 32 holders — while 62 added to existing stakes and 69 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $61.1M. The largest seller was UBS Group, cutting an estimated $22.5M.

  • 249 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2020, up from 222 in Q3 2020.
  • Funds reported $1.47B of Vanguard S&P 500 Growth ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 53 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2020 and 21 closed out, a net change of +32 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2020 was Vanguard Group, an estimated $61.1M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2020 was UBS Group, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2020.