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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
GFS
126
GYL Financial Synergies
Connecticut
$1.37M -$257 -6 -0%
WT
127
Whittier Trust
California
$1.36M
HHWM
128
Hiley Hunt Wealth Management
Nebraska
$1.36M +$1.29M +30,066 New
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$1.35M -$6.42K -150 -0.5%
MGIA
130
Moneta Group Investment Advisors
Missouri
$1.34M +$322K +7,536 +34%
MA
131
MAS Advisors
Florida
$1.32M
RPGK
132
Retirement Planning Group (Kansas)
Kansas
$1.3M -$30K -702 -2%
Lido Advisors
133
Lido Advisors
California
$1.28M -$34.4K -804 -3%
BWG
134
Balanced Wealth Group
Ohio
$1.27M +$1.21M +28,236 New
AAS
135
Ameritas Advisory Services
Nebraska
$1.25M +$32.1K +750 +3%
ZF
136
Zhang Financial
Michigan
$1.23M +$204K +4,764 +21%
VBWMG
137
Von Berge Wealth Management Group
California
$1.19M +$2.82K +66 +0.3%
ESB
138
Essex Savings Bank
Connecticut
$1.18M +$264K +6,180 +31%
IAS
139
Insigneo Advisory Services
Florida
$1.11M
CCM
140
Condor Capital Management
New Jersey
$1.11M +$33.9K +792 +3%
KWA
141
Kingswood Wealth Advisors
California
$1.11M +$28.2K +660 +3%
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$1.08M -$173K -4,050 -14%
WFA
143
Websterrogers Financial Advisors
South Carolina
$1.08M
SQA
144
Simon Quick Advisors
New Jersey
$1.08M +$24.9K +582 +3%
CA
145
CoreCap Advisors
Michigan
$1.07M -$6.42K -150 -0.6%
RWP
146
RWA Wealth Partners
Massachusetts
$1.07M
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$1.06M +$770 +18 +0.1%
KW
148
KWB Wealth
California
$1.05M -$5.39K -126 -0.5%
HNW
149
High Note Wealth
Minnesota
$1.02M
IFG
150
Independent Financial Group
California
$998K +$606K +14,166 +178%

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.