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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
GIS
26
Grayhawk Investment Strategies
Alberta, Canada
$19.2M -$2.18M -51,000 -11%
CWM
27
Connecticut Wealth Management
Connecticut
$18.8M -$67.3K -1,572 -0.4%
PAG
28
Private Advisor Group
New Jersey
$17M +$222K +5,184 +1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$15.8M -$404K -9,438 -3%
SCM
30
Stordahl Capital Management
Colorado
$14.4M +$71.4K +1,668 +0.5%
CFD
31
Creative Financial Designs
Indiana
$14.4M +$824K +19,266 +6%
AWM
32
Arista Wealth Management
Nevada
$14.3M +$11.7M +272,652 +611%
MFG
33
Merit Financial Group
Georgia
$14M -$176K -4,110 -1%
LFG
34
Larson Financial Group
Missouri
$13.7M -$191K -4,452 -1%
PWP
35
Principle Wealth Partners
Connecticut
$13.7M +$97.3K +2,274 +0.8%
BGA
36
Battery Global Advisors
Massachusetts
$12.7M +$7.57M +176,952 New
MA
37
Mutual Advisors
Nebraska
$11.2M +$9.91M +231,684 +1,336%
WAG
38
Wheelhouse Advisory Group
Missouri
$11.2M +$10.6M +248,034 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$11.2M +$28.8K +672 +0.3%
FTS
40
Fifth Third Securities
Ohio
$10.5M -$885K -20,670 -8%
MMA
41
Miracle Mile Advisors
California
$9.63M -$7.7K -180 -0.1%
Truist Financial
42
Truist Financial
North Carolina
$9.35M -$173K -4,044 -2%
Stifel Financial
43
Stifel Financial
Missouri
$9.01M +$1.71M +39,864 +25%
CAM
44
Cresset Asset Management
Illinois
$8.9M +$1.53M +35,700 +22%
PIA
45
Petredis Investment Advisors
Pennsylvania
$8.65M -$81.7K -1,908 -1%
PS
46
Portfolio Strategies
New York
$8.56M -$789K -18,432 -9%
RZH
47
Relyea Zuckerberg Hanson
Connecticut
$8.53M +$205K +4,782 +3%
CG
48
Caprock Group
Idaho
$8.52M +$20.5K +480 +0.3%
Two Sigma Investments
49
Two Sigma Investments
New York
$8.48M +$1.41M +33,000 +21%
MFG
50
Magnus Financial Group
New York
$8.23M -$54.2K -1,266 -0.7%

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.