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Vanguard S&P 500 Growth ETF

365 hedge funds and large institutions have $2.48B invested in Vanguard S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,121% more call options, than puts

Call options by funds: $6.44M | Put options by funds: $200K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $2.21B → $2.48B (+$274M)

5% more funds holding

Funds holding: 349365 (+16)

1.41% more ownership

Funds ownership: 191.23%192.64% (+1.4%)

25% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 114

Holders
365
Holders Change
+16
Holders Change %
+4.58%
% of All Funds
5.73%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
40
Increased
86
Reduced
114
Closed
20
Calls
$6.44M
Puts
$200K
Net Calls
+$6.24M
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
126
OneDigital Investment Advisors
Kansas
$1.12M +$132K +3,312 +14%
VBWMG
127
Von Berge Wealth Management Group
California
$1.1M
Cerity Partners
128
Cerity Partners
New York
$1.06M +$521K +13,104 +110%
IAS
129
Insigneo Advisory Services
Florida
$1.04M
CA
130
CoreCap Advisors
Michigan
$1.04M +$977K +24,570 New
KW
131
KWB Wealth
California
$1.01M -$12.4K -312 -1%
WFA
132
Websterrogers Financial Advisors
South Carolina
$1.01M
RWP
133
RWA Wealth Partners
Massachusetts
$1M +$716K +18,000 +320%
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$988K -$15.3K -384 -2%
IA
135
Insight Advisors
Pennsylvania
$982K -$246K -6,198 -21%
TC
136
TownSquare Capital
Utah
$974K +$186K +4,680 +26%
William Blair & Company
137
William Blair & Company
Illinois
$960K -$716 -18 -0.1%
SQA
138
Simon Quick Advisors
New Jersey
$947K +$119K +2,988 +15%
WI
139
Wintrust Investments
Illinois
$944K
PIM
140
Penobscot Investment Management
Massachusetts
$914K
IWC
141
Integrated Wealth Concepts
Massachusetts
$898K +$33.6K +846 +4%
APCM
142
Alaska Permanent Capital Management
Alaska
$890K +$835K +21,006 New
BRWA
143
B. Riley Wealth Advisors
Florida
$888K -$204K -5,118 -20%
MGIA
144
Moneta Group Investment Advisors
Missouri
$887K +$832K +20,934 New
TRCT
145
Tower Research Capital (TRC)
New York
$884K -$844K -21,234 -50%
ZF
146
Zhang Financial
Michigan
$880K +$826K +20,784 New
CHA
147
Cooper/Haims Advisors
New York
$862K
NB
148
Nicolet Bankshares
Wisconsin
$832K
ESB
149
Essex Savings Bank
Connecticut
$832K -$14.1K -354 -2%
CB
150
Cadence Bank
Mississippi
$831K +$780K +19,614 New

VOOG Hedge Fund Activity: Q2 2023 in Review

365 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2023, worth a combined $2.48B — up 12% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VOOG positions and 20 closed out — a net gain of 20 holders — while 86 added to existing stakes and 114 trimmed.

The largest buyer was UBS Group, adding an estimated $43.7M. The largest seller was JP Morgan Chase, cutting an estimated $68.7M.

  • 365 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2023, up from 349 in Q1 2023.
  • Funds reported $2.48B of Vanguard S&P 500 Growth ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 40 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2023 and 20 closed out, a net change of +20 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2023 was UBS Group, an estimated $43.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2023 was JP Morgan Chase, an estimated $68.7M sold.

Based on aggregated 13F filings for Q2 2023.