We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF
VOOG

259 hedge funds and large institutions have $1.64B invested in Vanguard S&P 500 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,450% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $26K

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $1.46B → $1.64B (+$186M)

5% more funds holding

Funds holding: 247 → 259 (+12)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

3.07% less ownership

Funds ownership: 167.56% → 164.49% (-3.1%)

Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
4.51%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
32
Increased
71
Reduced
75
Closed
16
Calls
$1.44M
Puts
$26K
Net Calls
+$1.42M
Net Calls Change
+$1.28M

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$21.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$13.6M
3
IC
Inscription Capital
Texas
+$6.99M
4
Morgan Stanley
Morgan Stanley
New York
+$4.3M
5
CFD
Creative Financial Designs
Indiana
+$3.85M

Top Sellers

1
LPL Financial
LPL Financial
California
-$19.9M
2
Bank of America
Bank of America
North Carolina
-$9.58M
3
Wells Fargo
Wells Fargo
California
-$2.79M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$2.09M
5
VWA
Visionary Wealth Advisors
Illinois
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
151
Wealthspire Advisors (New York)
New York
$342K – – –
CFGS
152
Concourse Financial Group Securities
Alabama
$340K -$230K -5,520 -42%
FAIM
153
Financial Advocates Investment Management
Washington
$335K -$706K -16,950 -69%
CB
154
Commerce Bank
Missouri
$325K – – –
PA
155
Parallel Advisors
California
$322K +$25K +600 +9%
SAM
156
Secure Asset Management
Michigan
$310K -$175K -4,194 -37%
KAS
157
Kestra Advisory Services
Texas
$307K -$68.2K -1,638 -19%
CCM
158
Coldstream Capital Management
Washington
$305K +$290K +6,978 New
PPP
159
Private Portfolio Partners
New Jersey
$296K -$500 -12 -0.2%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$294K +$8.49K +204 +3%
CCB
161
Cutter & Co Brokerage
Missouri
$293K – – –
AAS
162
Avantax Advisory Services
Texas
$292K +$21.2K +510 +8%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$291K +$5K +120 +2%
BRWA
164
B. Riley Wealth Advisors
Florida
$290K – – –
CIC
165
Carnegie Investment Counsel
Ohio
$286K -$32.5K -780 -11%
JIC
166
Johnson Investment Counsel
Ohio
$284K +$270K +6,486 New
EWA
167
ERTS Wealth Advisors
Michigan
$275K -$2K -48 -0.8%
AFA
168
American Financial Advisors
Georgia
$271K – – –
GIA
169
Gladstone Institutional Advisory
Florida
$268K +$5K +120 +2%
HIC
170
Holderness Investments Company
North Carolina
$265K – – –
KPCM
171
Kings Point Capital Management
New York
$262K – – –
IWA
172
Intercontinental Wealth Advisors
Texas
$262K +$250K +6,000 New
WIA
173
World Investment Advisors
California
$255K -$1.25K -30 -0.5%
NEPWA
174
New England Private Wealth Advisors
Massachusetts
$252K +$500 +12 +0.2%
ECM
175
Evergreen Capital Management
Washington
$251K – – –
5 6
7
8 9

VOOG Hedge Fund Activity: Q2 2021 in Review

259 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2021, worth a combined $1.64B — up 13% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VOOG positions and 16 closed out — a net gain of 16 holders — while 71 added to existing stakes and 75 trimmed.

The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $21.2M. The largest seller was LPL Financial, cutting an estimated $19.9M.

  • 259 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2021, up from 247 in Q1 2021.
  • Funds reported $1.64B of Vanguard S&P 500 Growth ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 32 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2021 and 16 closed out, a net change of +16 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2021 was Connecticut Wealth Management, an estimated $21.2M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2021 was LPL Financial, an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2021.