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Vanguard S&P 500 Growth ETF
VOOG

438 hedge funds and large institutions have $3.1B invested in Vanguard S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 137 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $2.46M

133% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 30

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

18% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 116

8% more funds holding

Funds holding: 405 → 438 (+33)

5% more capital invested

Capital invested by funds: $2.96B → $3.1B (+$142M)

21.13% less ownership

Funds ownership: 202.8% → 181.67% (-21%)

Holders
438
Holders Change
+33
Holders Change %
+8.15%
% of All Funds
6.31%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
70
Increased
137
Reduced
116
Closed
30
Calls
$11.2M
Puts
$2.46M
Net Calls
+$8.78M
Net Calls Change
+$4.37M

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$31.7M
2
GAA
Global Assets Advisory
Florida
+$18M
3
AI
ArchPoint Investors
Florida
+$13.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.9M
5
CA
Cetera Advisors
Colorado
+$9.83M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$171M
2
JP Morgan Chase
JP Morgan Chase
New York
-$61.6M
3
CFD
Creative Financial Designs
Indiana
-$14.7M
4
Bank of America
Bank of America
North Carolina
-$9.3M
5
PS
Portfolio Strategies
New York
-$8.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
76
Keystone Financial Group (Kentucky)
Kentucky
$4.08M +$160K +3,306 +4%
Lazard Asset Management
77
Lazard Asset Management
New York
$3.98M +$998K +20,676 +36%
RWRC
78
R.W. Roge & Company
New York
$3.89M -$193K -3,990 -5%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$3.88M +$568K +11,766 +18%
CAN
80
Cetera Advisor Networks
California
$3.84M +$167K +3,468 +5%
1WM
81
1900 Wealth Management
Texas
$3.8M -$792K -16,392 -18%
LWMG
82
Levy Wealth Management Group
Pennsylvania
$3.79M – – –
KeyBank National Association
83
KeyBank National Association
Ohio
$3.77M -$183K -3,792 -5%
PAS
84
Park Avenue Securities
New York
$3.7M +$429K +8,874 +14%
SPC
85
Sigma Planning Corp
Michigan
$3.53M +$2.91M +60,336 +654%
AWS
86
Atria Wealth Solutions
New York
$3.51M -$16.5K -342 -0.5%
OIA
87
OneDigital Investment Advisors
Kansas
$3.47M +$46.1K +954 +1%
NA
88
NewEdge Advisors
Louisiana
$3.46M +$105K +2,166 +3%
MFIM
89
Mesirow Financial Investment Management
Illinois
$3.35M +$10.4K +216 +0.3%
BPA
90
Beacon Pointe Advisors
California
$3.33M +$265K +5,496 +9%
SAM
91
SignalPoint Asset Management
Missouri
$3.26M +$3.1M +64,272 New
DWT
92
Dorsey & Whitney Trust
South Dakota
$3.23M -$390K -8,070 -11%
AMG
93
Asset Management Group
Connecticut
$3.19M -$4.64K -96 -0.2%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$3.18M +$978K +20,250 +48%
BA
95
Bluesphere Advisors
Pennsylvania
$3.13M +$76.8K +1,590 +3%
JWCA
96
J.W. Cole Advisors
Florida
$3.03M +$141K +2,922 +5%
DPI
97
Diversified Portfolios Inc
Michigan
$2.96M – – –
HNB
98
Huntington National Bank
Ohio
$2.9M – – –
Citadel Advisors
99
Citadel Advisors
Florida
$2.87M +$13.6K +282 +0.5%
WANY
100
Wealthspire Advisors (New York)
New York
$2.72M +$112K +2,310 +4%
2 3
4
5 6

VOOG Hedge Fund Activity: Q1 2024 in Review

438 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2024, worth a combined $3.1B — up 4.8% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VOOG positions and 30 closed out — a net gain of 40 holders — while 137 added to existing stakes and 116 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $31.7M. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 438 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2024, up from 405 in Q4 2023.
  • Funds reported $3.1B of Vanguard S&P 500 Growth ETF stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 70 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2024 and 30 closed out, a net change of +40 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $31.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2024.