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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
VA
76
Valmark Advisers
Ohio
$3.92M -$29.8K -696 -0.8%
LWMG
77
Levy Wealth Management Group
Pennsylvania
$3.79M -$29.5K -690 -0.8%
Creative Planning
78
Creative Planning
Kansas
$3.67M -$80.4K -1,878 -2%
RWRC
79
R.W. Roge & Company
New York
$3.63M -$16.9K -396 -0.5%
KeyBank National Association
80
KeyBank National Association
Ohio
$3.52M -$655K -15,306 -16%
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$3.48M +$128K +2,994 +4%
CAN
82
Cetera Advisor Networks
California
$3.26M -$9.76K -228 -0.3%
DWT
83
Dorsey & Whitney Trust
South Dakota
$3.24M -$35.4K -828 -1%
AWS
84
Atria Wealth Solutions
New York
$3.13M -$123K -2,880 -4%
OIA
85
OneDigital Investment Advisors
Kansas
$3.04M +$1.56M +36,354 +117%
NA
86
NewEdge Advisors
Louisiana
$2.98M +$227K +5,304 +9%
MFIM
87
Mesirow Financial Investment Management
Illinois
$2.97M +$2.81M +65,760 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$2.91M +$128K +3,000 +5%
PAS
89
Park Avenue Securities
New York
$2.89M +$164K +3,840 +6%
AMG
90
Asset Management Group
Connecticut
$2.84M +$7.7K +180 +0.3%
BPA
91
Beacon Pointe Advisors
California
$2.71M -$342K -7,992 -12%
BA
92
Bluesphere Advisors
Pennsylvania
$2.71M +$4.62K +108 +0.2%
DPI
93
Diversified Portfolios Inc
Michigan
$2.63M
Lazard Asset Management
94
Lazard Asset Management
New York
$2.61M +$2.47M +57,810 New
HNB
95
Huntington National Bank
Ohio
$2.6M
JWCA
96
J.W. Cole Advisors
Florida
$2.56M -$2.09M -48,732 -46%
Citadel Advisors
97
Citadel Advisors
Florida
$2.54M +$1.82M +42,414 +306%
MOS
98
MGO One Seven
Ohio
$2.48M +$605K +14,148 +35%
WANY
99
Wealthspire Advisors (New York)
New York
$2.32M +$50.1K +1,170 +2%
BCM
100
Brookstone Capital Management
Illinois
$1.97M -$146K -3,408 -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.