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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
Creative Planning
76
Creative Planning
Kansas
$2.62M -$51.6K -1,404 -2%
PA
77
PFG Advisors
Arizona
$2.59M -$3.53K -96 -0.1%
BPA
78
Beacon Pointe Advisors
California
$2.57M +$983K +26,766 +67%
NFG
79
Northeast Financial Group
Pennsylvania
$2.56M -$13.4K -366 -0.5%
PP
80
Prudential plc
United Kingdom
$2.52M -$2.62M -71,340 -52%
AMG
81
Asset Management Group
Connecticut
$2.42M -$80K -2,178 -3%
1WM
82
1900 Wealth Management
Texas
$2.37M
DPI
83
Diversified Portfolios Inc
Michigan
$2.22M +$2.13M +57,870 New
GFS
84
GYL Financial Synergies
Connecticut
$2.2M
Simplex Trading
85
Simplex Trading
Illinois
$2.16M +$73.4K +1,998 +4%
VF
86
VitalStone Financial
Texas
$2.16M +$1.57M +42,750 New
WANY
87
Wealthspire Advisors (New York)
New York
$1.93M -$5.95K -162 -0.3%
CPWA
88
Cerro Pacific Wealth Advisors
California
$1.92M -$117K -3,174 -6%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$1.78M +$257K +7,008 +18%
TFA
90
Triad Financial Advisors
North Carolina
$1.74M +$167K +4,554 +11%
WPWM
91
Windward Private Wealth Management
Kansas
$1.73M -$2.87K -78 -0.2%
MOS
92
MGO One Seven
Ohio
$1.72M +$119K +3,240 +8%
MA
93
MAS Advisors
Florida
$1.67M
AWM
94
AE Wealth Management
Kansas
$1.64M +$185K +5,028 +13%
TRCT
95
Tower Research Capital (TRC)
New York
$1.62M +$1.49M +40,584 +2,663%
BFAG
96
Blackston Financial Advisory Group
Florida
$1.57M -$465K -12,654 -24%
Prudential Financial
97
Prudential Financial
New Jersey
$1.57M +$490K +13,338 +48%
KAS
98
Kestra Advisory Services
Texas
$1.49M +$811K +22,062 +132%
FC
99
Forte Capital
New York
$1.48M
DADC
100
D.A. Davidson & Co
Montana
$1.48M

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.