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Vanguard S&P 500 Growth ETF

284 hedge funds and large institutions have $1.67B invested in Vanguard S&P 500 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

150% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $1.07M

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

10% more funds holding

Funds holding: 259284 (+25)

1% more capital invested

Capital invested by funds: $1.64B → $1.67B (+$22.3M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

10.47% less ownership

Funds ownership: 164.49%154.02% (-10%)

Holders
284
Holders Change
+25
Holders Change %
+9.65%
% of All Funds
4.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
40
Increased
83
Reduced
68
Closed
15
Calls
$2.67M
Puts
$1.07M
Net Calls
+$1.6M
Net Calls Change
+$183K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
101
Triton Wealth Management
Arizona
$968K +$20.6K +450 +2%
ESB
102
Essex Savings Bank
Connecticut
$965K -$80.9K -1,764 -8%
PIM
103
Penobscot Investment Management
Massachusetts
$946K
KPWS
104
Kestra Private Wealth Services
Texas
$917K -$19.3K -420 -2%
CHA
105
Cooper/Haims Advisors
New York
$912K
NB
106
Nicolet Bankshares
Wisconsin
$873K
SQA
107
Simon Quick Advisors
New Jersey
$871K +$32.2K +702 +4%
GP
108
Girard Partners
Pennsylvania
$853K
SAM
109
Summit Asset Management
Tennessee
$851K
MA
110
Mutual Advisors
Nebraska
$830K +$224K +4,896 +36%
CPO
111
Cerity Partners OCIO
New York
$826K +$852K +18,588 New
APA
112
American Portfolios Advisors
New York
$822K +$11.8K +258 +1%
WS
113
Wedbush Securities
California
$813K -$35.8K -780 -4%
PA
114
Pinnacle Associates
New York
$800K
PWMAG
115
Pinnacle Wealth Management Advisory Group
New Jersey
$800K
FTS
116
Fifth Third Securities
Ohio
$798K +$822K +17,922 New
BAM
117
Belpointe Asset Management
Nevada
$730K +$40.7K +888 +6%
ATC
118
Argent Trust Co
Tennessee
$720K +$72.6K +1,584 +11%
SF
119
Synovus Financial
Georgia
$712K +$53.9K +1,176 +8%
TRCT
120
Tower Research Capital (TRC)
New York
$707K +$729K +15,900 New
BFPW
121
BOK Financial Private Wealth
Colorado
$686K -$29.2K -636 -4%
RA
122
Rodgers & Associates
Pennsylvania
$669K -$1.65K -36 -0.2%
RWB
123
RMR Wealth Builders
New Jersey
$660K +$679K +14,814 New
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$651K +$282K +6,156 +72%
LWP
125
Laurel Wealth Planning
Minnesota
$649K

VOOG Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q3 2021, worth a combined $1.67B — up 1.4% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VOOG positions and 15 closed out — a net gain of 25 holders — while 83 added to existing stakes and 68 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $22.6M. The largest seller was Vanguard Group, cutting an estimated $48.8M.

  • 284 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q3 2021, up from 259 in Q2 2021.
  • Funds reported $1.67B of Vanguard S&P 500 Growth ETF stock for Q3 2021, up 1.4% quarter-over-quarter.
  • 40 funds opened new Vanguard S&P 500 Growth ETF positions in Q3 2021 and 15 closed out, a net change of +25 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $22.6M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q3 2021 was Vanguard Group, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2021.