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Vanguard S&P 500 Growth ETF

365 hedge funds and large institutions have $2.48B invested in Vanguard S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,121% more call options, than puts

Call options by funds: $6.44M | Put options by funds: $200K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $2.21B → $2.48B (+$274M)

5% more funds holding

Funds holding: 349365 (+16)

1.41% more ownership

Funds ownership: 191.23%192.64% (+1.4%)

25% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 114

Holders
365
Holders Change
+16
Holders Change %
+4.58%
% of All Funds
5.73%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
40
Increased
86
Reduced
114
Closed
20
Calls
$6.44M
Puts
$200K
Net Calls
+$6.24M
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Strategies Wealth Advisors
Michigan
$5.81M
VCM
52
Virtue Capital Management
Tennessee
$5.75M +$2.08M +52,314 +63%
PAS
53
Park Avenue Securities
New York
$5.68M +$468K +11,766 +10%
Betterment LLC
54
Betterment LLC
New York
$5.51M -$235K -5,916 -4%
RJA
55
Raymond James & Associates
Florida
$5.25M +$220K +5,538 +5%
SFM
56
Signet Financial Management
New Jersey
$5.04M -$146K -3,660 -3%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$4.96M +$585K +14,712 +14%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$4.92M -$176K -4,428 -4%
CWC
59
Carolinas Wealth Consulting
North Carolina
$4.92M -$64.2K -1,614 -1%
CAM
60
Cozad Asset Management
Illinois
$4.74M -$28.2K -708 -0.6%
B
61
Bridgeworth
Alabama
$4.42M +$117K +2,940 +3%
KAS
62
Kestra Advisory Services
Texas
$4.32M +$2.52M +63,252 +163%
US Bancorp
63
US Bancorp
Minnesota
$4.21M -$541K -13,608 -12%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$4.19M -$233K -5,850 -6%
AIA
65
Armor Investment Advisors
North Carolina
$4M -$329K -8,268 -8%
KeyBank National Association
66
KeyBank National Association
Ohio
$3.98M -$127K -3,204 -3%
AWS
67
Atria Wealth Solutions
New York
$3.91M +$183K +4,596 +5%
IPW
68
Invictus Private Wealth
Colorado
$3.84M -$40.3K -1,014 -1%
JWCA
69
J.W. Cole Advisors
Florida
$3.84M +$152K +3,834 +4%
MFWP
70
Mosaic Family Wealth Partners
Missouri
$3.81M -$297K -7,464 -8%
VA
71
Valmark Advisers
Ohio
$3.77M -$59.6K -1,500 -2%
LWMG
72
Levy Wealth Management Group
Pennsylvania
$3.65M -$59.6K -1,500 -2%
AI
73
Atria Investments
North Carolina
$3.63M +$2.27M +57,096 +200%
RWRC
74
R.W. Roge & Company
New York
$3.53M -$79.4K -1,998 -2%
Creative Planning
75
Creative Planning
Kansas
$3.51M +$579K +14,562 +21%

VOOG Hedge Fund Activity: Q2 2023 in Review

365 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2023, worth a combined $2.48B — up 12% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VOOG positions and 20 closed out — a net gain of 20 holders — while 86 added to existing stakes and 114 trimmed.

The largest buyer was UBS Group, adding an estimated $43.7M. The largest seller was JP Morgan Chase, cutting an estimated $68.7M.

  • 365 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2023, up from 349 in Q1 2023.
  • Funds reported $2.48B of Vanguard S&P 500 Growth ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 40 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2023 and 20 closed out, a net change of +20 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2023 was UBS Group, an estimated $43.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2023 was JP Morgan Chase, an estimated $68.7M sold.

Based on aggregated 13F filings for Q2 2023.