We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF

326 hedge funds and large institutions have $2.37B invested in Vanguard S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 90 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

29.9% more ownership

Funds ownership: 160.37%190.28% (+30%)

19% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 90

11% more capital invested

Capital invested by funds: $2.12B → $2.37B (+$242M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less funds holding

Funds holding: 335326 (-9)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

48% less call options, than puts

Call options by funds: $2.89M | Put options by funds: $5.54M

Holders
326
Holders Change
-9
Holders Change %
-2.69%
% of All Funds
5.14%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
36
Increased
107
Reduced
90
Closed
40
Calls
$2.89M
Puts
$5.54M
Net Calls
-$2.65M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RWB
151
RMR Wealth Builders
New Jersey
$630K -$38.7K -858 -6%
TCBWMS
152
Texas Capital Bank Wealth Management Services
Texas
$629K +$122K +2,700 +25%
MCC
153
Money Concepts Capital
Florida
$600K +$448K +9,918 +316%
CWM
154
Cornerstone Wealth Management
Missouri
$589K +$271 +6 +0%
SFG
155
StrategIQ Financial Group
Indiana
$585K
DWM
156
Dopkins Wealth Management
New York
$581K +$27.1K +600 +5%
CFGS
157
Concourse Financial Group Securities
Alabama
$576K -$131K -2,898 -19%
RA
158
Rodgers & Associates
Pennsylvania
$571K -$77.2K -1,710 -12%
ICG
159
InterOcean Capital Group
Tennessee
$569K +$71.5K +1,584 +15%
WA
160
Wambolt & Associates
Colorado
$551K -$19K -420 -3%
BAM
161
Belpointe Asset Management
Nevada
$545K -$242K -5,370 -31%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$545K -$150K -3,318 -22%
MWA
163
Monograph Wealth Advisors
California
$539K
NAS
164
Nicolet Advisory Services
Wisconsin
$532K -$34.4K -762 -6%
OPS
165
Orion Portfolio Solutions
Nebraska
$527K +$292K +6,474 +129%
W
166
Wealthquest
Ohio
$516K
PTC
167
Philadelphia Trust Company
Pennsylvania
$511K
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$508K -$146K -3,240 -23%
William Blair & Company
169
William Blair & Company
Illinois
$507K +$391K +8,664 +366%
RGF
170
Retirement Guys Formula
Ohio
$504K -$491K -10,884 -50%
EWM
171
Evercore Wealth Management
New York
$503K -$121K -2,682 -20%
TPCW
172
TD Private Client Wealth
New York
$499K +$238K +5,262 +94%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$496K
PFS
174
Prospera Financial Services
Texas
$493K
BFA
175
Bragg Financial Advisors
North Carolina
$487K +$478K +10,590 New

VOOG Hedge Fund Activity: Q1 2022 in Review

326 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2022, worth a combined $2.37B — up 11% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VOOG and 36 opened new positions — a net loss of 4 holders — while 90 trimmed existing stakes and 107 added.

The largest buyer was JP Morgan Chase, adding an estimated $302M. The largest seller was SMI Advisory Services, exiting entirely with an estimated $19.1M sold.

  • 326 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2022, down from 335 in Q4 2021.
  • Funds reported $2.37B of Vanguard S&P 500 Growth ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 36 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2022 and 40 closed out, a net change of -4 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $302M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2022 was SMI Advisory Services, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2022.