We are live on ! Find out more
VOOG icon

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
PA
101
PFG Advisors
Arizona
$1.95M -$1.16M -27,108 -39%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$1.92M -$115K -2,682 -6%
PP
103
Prudential plc
United Kingdom
$1.89M -$64.2K -1,500 -3%
AWM
104
AE Wealth Management
Kansas
$1.8M -$111K -2,592 -6%
WPWM
105
Windward Private Wealth Management
Kansas
$1.78M -$15.4K -360 -0.9%
TF
106
Tompkins Financial
New York
$1.78M +$421K +9,840 +33%
Comerica Bank
107
Comerica Bank
Texas
$1.76M +$44.2K +1,032 +3%
DADC
108
D.A. Davidson & Co
Montana
$1.74M
GC
109
Garde Capital
Washington
$1.74M +$1.65M +38,586 New
EWA
110
Encompass Wealth Advisors
Oregon
$1.69M +$491K +11,478 +44%
BFAG
111
Blackston Financial Advisory Group
Florida
$1.66M -$99.6K -2,328 -6%
NFG
112
Northeast Financial Group
Pennsylvania
$1.66M +$20.3K +474 +1%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$1.65M +$225K +5,250 +17%
Prudential Financial
114
Prudential Financial
New Jersey
$1.64M -$168K -3,924 -10%
HB
115
HTLF Bank
Colorado
$1.63M +$1.54M +36,060 New
Cerity Partners
116
Cerity Partners
New York
$1.58M +$910K +21,276 +156%
FB
117
First Bancorp
Maine
$1.58M +$225K +5,250 +18%
SS
118
Simplicity Solutions
Minnesota
$1.57M -$165K -3,864 -10%
AIC
119
Ayalon Insurance Company
Israel
$1.53M
SC
120
Savant Capital
Illinois
$1.49M -$49.3K -1,152 -3%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$1.45M -$8.22K -192 -0.6%
WS
122
Wedbush Securities
California
$1.44M -$1.59M -37,134 -54%
SWP
123
Significant Wealth Partners
Illinois
$1.43M +$1.36M +31,716 New
HA
124
HFG Advisors
Ohio
$1.38M
Northern Trust
125
Northern Trust
Illinois
$1.38M -$506K -11,826 -28%

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.