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Vanguard S&P 500 Growth ETF

349 hedge funds and large institutions have $2.21B invested in Vanguard S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 111 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,598% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $247K

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

0% less funds holding

Funds holding: 350349 (-1)

2% less capital invested

Capital invested by funds: $2.26B → $2.21B (-$47.2M)

7% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 111

1.28% less ownership

Funds ownership: 192.51%191.23% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
44
Increased
103
Reduced
111
Closed
38
Calls
$6.67M
Puts
$247K
Net Calls
+$6.42M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$4.55M -$827K -22,518 -16%
CWC
52
Carolinas Wealth Consulting
North Carolina
$4.51M +$52.5K +1,428 +1%
US Bancorp
53
US Bancorp
Minnesota
$4.34M +$604K +16,446 +17%
CAM
54
Cozad Asset Management
Illinois
$4.32M -$4.85K -132 -0.1%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$4.02M +$2.85M +77,454 +284%
AIA
56
Armor Investment Advisors
North Carolina
$3.95M -$6.61K -180 -0.2%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$3.93M +$1.65M +44,814 +78%
B
58
Bridgeworth
Alabama
$3.89M +$332K +9,030 +10%
MFWP
59
Mosaic Family Wealth Partners
Missouri
$3.74M -$123K -3,342 -3%
KeyBank National Association
60
KeyBank National Association
Ohio
$3.73M -$181K -4,932 -5%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$3.65M +$1.52M +41,358 +77%
IPW
62
Invictus Private Wealth
Colorado
$3.53M -$45.2K -1,230 -1%
VA
63
Valmark Advisers
Ohio
$3.48M +$215K +5,862 +7%
LWMG
64
Levy Wealth Management Group
Pennsylvania
$3.36M -$27.3K -744 -0.8%
AWS
65
Atria Wealth Solutions
New York
$3.36M -$223K -6,060 -6%
JWCA
66
J.W. Cole Advisors
Florida
$3.33M -$19.6K -534 -0.6%
RWRC
67
R.W. Roge & Company
New York
$3.28M -$908K -24,714 -22%
DWT
68
Dorsey & Whitney Trust
South Dakota
$3.25M +$782K +21,276 +34%
VCM
69
Virtue Capital Management
Tennessee
$3.18M -$5.51K -150 -0.2%
GAG
70
GM Advisory Group
New York
$3.02M +$61.1K +1,662 +2%
SPC
71
Sigma Planning Corp
Michigan
$2.95M -$67.5K -1,836 -2%
CAN
72
Cetera Advisor Networks
California
$2.9M -$74.7K -2,034 -3%
WS
73
Wedbush Securities
California
$2.83M +$659K +17,946 +32%
NA
74
NewEdge Advisors
Louisiana
$2.66M -$26K -708 -1%
HNB
75
Huntington National Bank
Ohio
$2.65M

VOOG Hedge Fund Activity: Q1 2023 in Review

349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2023, worth a combined $2.21B — down 2.1% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VOOG positions and 38 closed out — a net gain of 6 holders — while 103 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.8M. The largest seller was Bank of America, cutting an estimated $36.5M.

  • 349 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2023, down from 350 in Q4 2022.
  • Funds reported $2.21B of Vanguard S&P 500 Growth ETF stock for Q1 2023, down 2.1% quarter-over-quarter.
  • 44 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2023 and 38 closed out, a net change of +6 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $45.8M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2023 was Bank of America, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2023.