We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF
VOOG

249 hedge funds and large institutions have $1.47B invested in Vanguard S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 21

12% more funds holding

Funds holding: 222 → 249 (+27)

11% more capital invested

Capital invested by funds: $1.33B → $1.47B (+$142M)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

5.21% less ownership

Funds ownership: 186.23% → 181.01% (-5.2%)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

Holders
249
Holders Change
+27
Holders Change %
+12.16%
% of All Funds
4.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
53
Increased
62
Reduced
69
Closed
21
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$61.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.91M
3
LPL Financial
LPL Financial
California
+$5.32M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.17M
5
Ameriprise
Ameriprise
Minnesota
+$3.74M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$22.5M
2
GAG
GM Advisory Group
New York
-$22.2M
3
CWM
Connecticut Wealth Management
Connecticut
-$20M
4
Bank of America
Bank of America
North Carolina
-$10.5M
5
EF
Empowered Funds
Pennsylvania
-$9.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$755K -$13.8K -378 -2%
NB
102
Nicolet Bankshares
Wisconsin
$751K – – –
CFGS
103
Concourse Financial Group Securities
Alabama
$749K -$86.4K -2,370 -11%
SAM
104
Summit Asset Management
Tennessee
$734K – – –
PA
105
Pinnacle Associates
New York
$690K -$49.2K -1,350 -7%
PWMAG
106
Pinnacle Wealth Management Advisory Group
New Jersey
$690K -$49.2K -1,350 -7%
APA
107
American Portfolios Advisors
New York
$650K +$13.3K +366 +2%
ATC
108
Argent Trust Co
Tennessee
$637K – – –
TWM
109
Triton Wealth Management
Arizona
$623K +$4.16K +114 +0.7%
EWM
110
Evercore Wealth Management
New York
$619K +$589K +16,152 New
RA
111
Rodgers & Associates
Pennsylvania
$608K +$578K +15,858 New
SAM
112
Secure Asset Management
Michigan
$601K +$40.9K +1,122 +8%
SQA
113
Simon Quick Advisors
New Jersey
$593K +$504K +13,818 +847%
BFPW
114
BOK Financial Private Wealth
Colorado
$588K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$586K +$2.19K +60 +0.4%
SVCP
116
Silicon Valley Capital Partners
California
$582K +$1.53K +42 +0.3%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$573K +$124K +3,408 +30%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$563K +$70.9K +1,944 +15%
LWP
119
Laurel Wealth Planning
Minnesota
$560K +$533K +14,610 New
HF
120
Halpern Financial
Virginia
$551K -$155K -4,248 -23%
NAS
121
Nicolet Advisory Services
Wisconsin
$549K -$75K -2,058 -13%
MCC
122
Money Concepts Capital
Florida
$544K +$517K +14,178 New
WA
123
Wambolt & Associates
Colorado
$538K -$16.2K -444 -3%
ONB
124
Old National Bancorp
Indiana
$530K +$14.2K +390 +3%
CB
125
Cadence Bank
Mississippi
$513K -$241K -6,600 -33%
3 4
5
6 7

VOOG Hedge Fund Activity: Q4 2020 in Review

249 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2020, worth a combined $1.47B — up 11% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VOOG positions and 21 closed out — a net gain of 32 holders — while 62 added to existing stakes and 69 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $61.1M. The largest seller was UBS Group, cutting an estimated $22.5M.

  • 249 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2020, up from 222 in Q3 2020.
  • Funds reported $1.47B of Vanguard S&P 500 Growth ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 53 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2020 and 21 closed out, a net change of +32 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2020 was Vanguard Group, an estimated $61.1M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2020 was UBS Group, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2020.