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Vanguard S&P 500 Growth ETF

350 hedge funds and large institutions have $2.26B invested in Vanguard S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more call options, than puts

Call options by funds: $3.38M | Put options by funds: $400K

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

28% more capital invested

Capital invested by funds: $1.77B → $2.26B (+$488M)

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

14.53% more ownership

Funds ownership: 177.98%192.51% (+15%)

10% more funds holding

Funds holding: 319350 (+31)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
350
Holders Change
+31
Holders Change %
+9.72%
% of All Funds
5.63%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
63
Increased
117
Reduced
97
Closed
25
Calls
$3.38M
Puts
$400K
Net Calls
+$2.98M
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$11.6M -$4.04M -111,978 -25%
LFG
27
Larson Financial Group
Missouri
$11.4M +$11.7M +324,492 New
SCM
28
Stordahl Capital Management
Colorado
$10.6M +$280K +7,764 +3%
PWP
29
Principle Wealth Partners
Connecticut
$10.4M -$3.1M -85,728 -22%
MMA
30
Miracle Mile Advisors
California
$10.2M +$81.2K +2,250 +0.8%
FTS
31
Fifth Third Securities
Ohio
$8.99M +$4.83M +133,644 +109%
CFD
32
Creative Financial Designs
Indiana
$8.45M +$461K +12,768 +6%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$8.09M +$3.47M +96,132 +72%
PS
34
Portfolio Strategies
New York
$7.61M -$10.3M -285,396 -57%
PIA
35
Petredis Investment Advisors
Pennsylvania
$7.16M +$7.35M +203,622 New
Goldman Sachs
36
Goldman Sachs
New York
$7.11M +$3.29M +91,104 +82%
CG
37
Caprock Group
Idaho
$6.7M -$270K -7,470 -4%
MFG
38
Magnus Financial Group
New York
$6.7M +$258K +7,152 +4%
CA
39
Cornerstone Advisory
Maryland
$6.48M +$508K +14,064 +8%
RZH
40
Relyea Zuckerberg Hanson
Connecticut
$6.45M +$1.52M +41,964 +30%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.34M +$501K +13,872 +8%
RFM
42
Royal Fund Management
Florida
$5.9M -$445K -12,318 -7%
Truist Financial
43
Truist Financial
North Carolina
$5.59M -$724K -20,052 -11%
Stifel Financial
44
Stifel Financial
Missouri
$5.26M +$416K +11,532 +8%
CFG
45
Cooper Financial Group
California
$5.19M -$91.9K -2,544 -2%
CA
46
Cetera Advisors
Colorado
$5.16M +$297K +8,226 +6%
RJA
47
Raymond James & Associates
Florida
$4.95M +$1.45M +40,080 +40%
SWA
48
Strategies Wealth Advisors
Michigan
$4.95M +$5.09M +140,868 New
Betterment LLC
49
Betterment LLC
New York
$4.83M +$2.66M +73,602 +115%
PP
50
Prudential plc
United Kingdom
$4.82M +$4.58M +126,720 +1,228%

VOOG Hedge Fund Activity: Q4 2022 in Review

350 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2022, worth a combined $2.26B — up 28% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VOOG positions and 25 closed out — a net gain of 38 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was Ameriprise, adding an estimated $40.9M. The largest seller was Portfolio Strategies, cutting an estimated $10.3M.

  • 350 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2022, up from 319 in Q3 2022.
  • Funds reported $2.26B of Vanguard S&P 500 Growth ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 63 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2022 and 25 closed out, a net change of +38 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2022 was Ameriprise, an estimated $40.9M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2022 was Portfolio Strategies, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.