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Vanguard S&P 500 Growth ETF

478 hedge funds and large institutions have $3.42B invested in Vanguard S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 146 increasing their positions, 117 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 27

115% more call options, than puts

Call options by funds: $6.49M | Put options by funds: $3.02M

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

25% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 117

10% more capital invested

Capital invested by funds: $3.1B → $3.42B (+$322M)

9% more funds holding

Funds holding: 438478 (+40)

0.93% less ownership

Funds ownership: 181.67%180.73% (-0.93%)

Holders
478
Holders Change
+40
Holders Change %
+9.13%
% of All Funds
6.9%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
72
Increased
146
Reduced
117
Closed
27
Calls
$6.49M
Puts
$3.02M
Net Calls
+$3.47M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
76
Park Avenue Securities
New York
$4.5M +$416K +8,022 +11%
AIA
77
Armor Investment Advisors
North Carolina
$4.41M -$782K -15,078 -16%
VP
78
Verum Partners
North Carolina
$4.4M -$650K -12,528 -14%
Lazard Asset Management
79
Lazard Asset Management
New York
$4.34M -$19.6K -378 -0.5%
AI
80
Atria Investments
North Carolina
$4.33M -$237K -4,572 -6%
RFM
81
Royal Fund Management
Florida
$4.32M -$2.15M -41,544 -35%
VA
82
Valmark Advisers
Ohio
$4.17M -$341K -6,582 -8%
OIA
83
OneDigital Investment Advisors
Kansas
$4.15M +$329K +6,348 +9%
PP
84
Prudential plc
United Kingdom
$4.15M +$1.55M +29,910 +67%
RWRC
85
R.W. Roge & Company
New York
$4.08M -$158K -3,042 -4%
CPWA
86
Cerro Pacific Wealth Advisors
California
$3.96M +$3.7M +71,316 New
NA
87
NewEdge Advisors
Louisiana
$3.86M +$62.2K +1,200 +2%
SPC
88
Sigma Planning Corp
Michigan
$3.84M -$28.6K -552 -0.8%
BA
89
Bluesphere Advisors
Pennsylvania
$3.78M +$332K +6,408 +10%
KeyBank National Association
90
KeyBank National Association
Ohio
$3.77M -$324K -6,246 -8%
GS
91
GTS Securities
New York
$3.74M +$3.48M +67,200 New
DWT
92
Dorsey & Whitney Trust
South Dakota
$3.63M +$89.6K +1,728 +3%
AWS
93
Atria Wealth Solutions
New York
$3.63M -$196K -3,774 -5%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$3.55M +$62.8K +1,212 +2%
SAM
95
SignalPoint Asset Management
Missouri
$3.52M -$47.6K -918 -1%
AMG
96
Asset Management Group
Connecticut
$3.49M
MFIM
97
Mesirow Financial Investment Management
Illinois
$3.43M -$224K -4,314 -7%
JWCA
98
J.W. Cole Advisors
Florida
$3.42M +$92.4K +1,782 +3%
MOS
99
MGO One Seven
Ohio
$3.39M +$397K +7,656 +14%
HNB
100
Huntington National Bank
Ohio
$3.13M

VOOG Hedge Fund Activity: Q2 2024 in Review

478 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2024, worth a combined $3.42B — up 10% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new VOOG positions and 27 closed out — a net gain of 45 holders — while 146 added to existing stakes and 117 trimmed.

The largest buyer was Liberty Wealth Management, adding an estimated $136M. The largest seller was JP Morgan Chase, cutting an estimated $92.5M.

  • 478 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2024, up from 438 in Q1 2024.
  • Funds reported $3.42B of Vanguard S&P 500 Growth ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 72 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2024 and 27 closed out, a net change of +45 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2024 was Liberty Wealth Management, an estimated $136M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2024 was JP Morgan Chase, an estimated $92.5M sold.

Based on aggregated 13F filings for Q2 2024.