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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
UCFA
151
United Capital Financial Advisors
Texas
$302K – – –
WANY
152
Wealthspire Advisors (New York)
New York
$300K +$285K +7,824 New
TNB
153
TCF National Bank
South Dakota
$292K – – –
GIA
154
Gladstone Institutional Advisory
Florida
$288K +$43.8K +1,200 +19%
CB
155
Commerce Bank
Missouri
$285K +$271K +7,428 New
Wolverine Trading
156
Wolverine Trading
Illinois
$284K +$272K +7,446 New
CIC
157
Carnegie Investment Counsel
Ohio
$266K – – –
STA
158
Summit Trail Advisors
New York
$260K +$4.38K +120 +2%
PPP
159
Private Portfolio Partners
New Jersey
$260K +$1.97K +54 +0.8%
PA
160
Parallel Advisors
California
$259K – – –
IAIM
161
International Assets Investment Management
Florida
$257K -$66.1K -1,812 -18%
AIC
162
Ayalon Insurance Company
Israel
$256K +$180K +4,938 +285%
BRWA
163
B. Riley Wealth Advisors
Florida
$254K -$223K -6,102 -48%
KFGK
164
Keystone Financial Group (Kentucky)
Kentucky
$252K +$239K +6,564 New
EWA
165
ERTS Wealth Advisors
Michigan
$243K -$10.9K -300 -5%
WSFS
166
Wilmington Savings Fund Society
Delaware
$239K – – –
AFA
167
American Financial Advisors
Georgia
$238K +$226K +6,204 New
CCB
168
Cutter & Co Brokerage
Missouri
$234K -$17.9K -492 -7%
HIC
169
Holderness Investments Company
North Carolina
$233K – – –
KPCM
170
Kings Point Capital Management
New York
$230K – – –
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$226K +$215K +5,886 New
NEPWA
172
New England Private Wealth Advisors
Massachusetts
$222K +$438 +12 +0.2%
ECM
173
Evergreen Capital Management
Washington
$220K +$209K +5,742 New
KL
174
KWMG LLC
Kansas
$219K +$208K +5,712 New
CBFP
175
Cedar Brook Financial Partners
Ohio
$218K +$208K +5,694 New
5 6
7
8 9

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.