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Vanguard S&P 500 Growth ETF
VOOG

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: 222 → 249 (+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: 10 → 11 (+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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$61.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.91M
3
LPL Financial
LPL Financial
California
+$5.32M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.17M
5
Ameriprise
Ameriprise
Minnesota
+$3.74M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$22.5M
2
GAG
GM Advisory Group
New York
-$22.2M
3
CWM
Connecticut Wealth Management
Connecticut
-$20M
4
Bank of America
Bank of America
North Carolina
-$10.5M
5
EF
Empowered Funds
Pennsylvania
-$9.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
51
Smithbridge Asset Management
Pennsylvania
$3.29M +$130K +3,576 +4%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$3.19M +$3.03M +83,160 New
SPC
53
Sigma Planning Corp
Michigan
$3.13M -$261K -7,164 -8%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$3.11M +$404K +11,082 +16%
US Bancorp
55
US Bancorp
Minnesota
$3.04M -$26.3K -720 -0.9%
SS
56
Simplicity Solutions
Minnesota
$2.96M -$688K -18,858 -20%
Truist Financial
57
Truist Financial
North Carolina
$2.76M +$226K +6,210 +9%
PAS
58
Park Avenue Securities
New York
$2.6M +$204K +5,598 +9%
KAS
59
Kestra Advisory Services
Texas
$2.44M +$2.32M +63,720 +55,895%
CS
60
Credit Suisse
Switzerland
$2.42M – – –
PA
61
PFG Advisors
Arizona
$2.42M -$23.2K -636 -1%
BA
62
Bluesphere Advisors
Pennsylvania
$2.35M +$2.23M +61,194 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$2.34M – – –
HNB
64
Huntington National Bank
Ohio
$2.2M – – –
VWA
65
Visionary Wealth Advisors
Illinois
$2.14M -$2.35M -64,566 -54%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$2.04M +$463K +12,690 +31%
Goldman Sachs
67
Goldman Sachs
New York
$2.04M +$644K +17,658 +50%
TF
68
Tompkins Financial
New York
$2M -$98.5K -2,700 -5%
Citigroup
69
Citigroup
New York
$1.96M +$45.9K +1,260 +3%
AMG
70
Asset Management Group
Connecticut
$1.85M +$831K +22,800 +90%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$1.83M -$178K -4,878 -9%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$1.69M – – –
CW
73
CreativeOne Wealth
Kansas
$1.66M +$1.58M +43,320 New
Betterment LLC
74
Betterment LLC
New York
$1.63M -$16.8K -462 -1%
FC
75
Forte Capital
New York
$1.59M +$113K +3,108 +8%
1 2
3
4 5

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.