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Vanguard S&P 500 Growth ETF

350 hedge funds and large institutions have $2.26B invested in Vanguard S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more call options, than puts

Call options by funds: $3.38M | Put options by funds: $400K

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

28% more capital invested

Capital invested by funds: $1.77B → $2.26B (+$488M)

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

14.53% more ownership

Funds ownership: 177.98%192.51% (+15%)

10% more funds holding

Funds holding: 319350 (+31)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
350
Holders Change
+31
Holders Change %
+9.72%
% of All Funds
5.63%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
63
Increased
117
Reduced
97
Closed
25
Calls
$3.38M
Puts
$400K
Net Calls
+$2.98M
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
151
Kestra Advisory Services
Texas
$589K +$103K +2,844 +20%
MWM
152
Modera Wealth Management
New Jersey
$587K +$10.8K +300 +2%
IAG
153
Investment Advisory Group
Massachusetts
$564K +$32.9K +912 +6%
FB
154
First Bancorp
Maine
$560K +$105K +2,904 +22%
HCM
155
Hudson Capital Management
New Jersey
$555K +$570K +15,786 New
RA
156
Rodgers & Associates
Pennsylvania
$550K -$124K -3,444 -18%
BA
157
Bluesphere Advisors
Pennsylvania
$548K -$219K -6,078 -28%
TC
158
TownSquare Capital
Utah
$523K +$537K +14,874 New
MCC
159
Money Concepts Capital
Florida
$521K +$535K +14,826 New
MCM
160
MAI Capital Management
Ohio
$512K -$217 -6 -0%
PTC
161
Private Trust Company
Ohio
$512K
LWAC
162
Laurel Wealth Advisors (California)
California
$511K -$867 -24 -0.2%
TPCW
163
TD Private Client Wealth
New York
$499K +$63K +1,746 +14%
HI
164
Harbour Investments
Wisconsin
$487K +$20.6K +570 +4%
CF
165
Centaurus Financial
California
$486K +$93.4K +2,586 +23%
RMCM
166
Reynders McVeigh Capital Management
Massachusetts
$466K -$30.3K -840 -6%
CG
167
Colony Group
Massachusetts
$458K +$470K +13,020 New
BONH
168
Bank of New Hampshire
New Hampshire
$455K -$95.1K -2,634 -17%
VCM
169
Vivaldi Capital Management
Illinois
$454K +$54.2K +1,500 +13%
DWM
170
Dopkins Wealth Management
New York
$451K +$6.5K +180 +1%
CFGS
171
Concourse Financial Group Securities
Alabama
$451K +$3.25K +90 +0.7%
RWB
172
RMR Wealth Builders
New Jersey
$445K -$16.5K -456 -3%
LWP
173
Laurel Wealth Planning
Minnesota
$443K
IP
174
Ignite Planners
California
$440K +$428K +11,844 New
V
175
Veritable
Delaware
$433K

VOOG Hedge Fund Activity: Q4 2022 in Review

350 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2022, worth a combined $2.26B — up 28% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VOOG positions and 25 closed out — a net gain of 38 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was Ameriprise, adding an estimated $40.9M. The largest seller was Portfolio Strategies, cutting an estimated $10.3M.

  • 350 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2022, up from 319 in Q3 2022.
  • Funds reported $2.26B of Vanguard S&P 500 Growth ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 63 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2022 and 25 closed out, a net change of +38 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2022 was Ameriprise, an estimated $40.9M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2022 was Portfolio Strategies, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.