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Vanguard S&P 500 Growth ETF

349 hedge funds and large institutions have $2.21B invested in Vanguard S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 111 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,598% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $247K

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

0% less funds holding

Funds holding: 350349 (-1)

2% less capital invested

Capital invested by funds: $2.26B → $2.21B (-$47.2M)

7% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 111

1.28% less ownership

Funds ownership: 192.51%191.23% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
44
Increased
103
Reduced
111
Closed
38
Calls
$6.67M
Puts
$247K
Net Calls
+$6.42M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
151
Investment Advisory Group
Massachusetts
$618K +$1.54K +42 +0.3%
PA
152
Pinnacle Associates
New York
$611K -$77.2K -2,100 -12%
PWMAG
153
Pinnacle Wealth Management Advisory Group
New Jersey
$611K -$77.2K -2,100 -12%
RA
154
Rodgers & Associates
Pennsylvania
$601K
EWA
155
Encompass Wealth Advisors
Oregon
$597K +$159K +4,326 +39%
SC
156
Sierra Capital
Florida
$579K +$248K +6,744 +81%
JJBC
157
James J. Burns & Company
New York
$578K -$64.6K -1,758 -10%
LFAS
158
Level Four Advisory Services
Texas
$577K +$552K +15,018 New
FB
159
First Bancorp
Maine
$566K -$44.3K -1,206 -8%
PTC
160
Private Trust Company
Ohio
$562K +$2.65K +72 +0.5%
CF
161
Centaurus Financial
California
$551K +$19.4K +528 +4%
SF
162
Synovus Financial
Georgia
$545K +$151K +4,104 +41%
MCM
163
MAI Capital Management
Ohio
$537K -$22K -600 -4%
WTFG
164
Wells Trecaso Financial Group
Ohio
$497K +$125K +3,414 +36%
BONH
165
Bank of New Hampshire
New Hampshire
$497K
DWM
166
Dopkins Wealth Management
New York
$494K +$882 +24 +0.2%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$488K +$56.7K +1,542 +14%
LWP
168
Laurel Wealth Planning
Minnesota
$484K
CWM
169
Cornerstone Wealth Management
Missouri
$481K +$460K +12,528 New
CFA
170
CWS Financial Advisors
Michigan
$480K +$459K +12,486 New
RWB
171
RMR Wealth Builders
New Jersey
$477K -$9.04K -246 -2%
PAG
172
Private Advisory Group
Washington
$468K +$448K +12,180 New
BFA
173
Bragg Financial Advisors
North Carolina
$467K +$110K +2,988 +33%
GL
174
Graypoint LLC
New York
$464K +$661 +18 +0.1%
IP
175
Ignite Planners
California
$457K +$1.1K +30 +0.3%

VOOG Hedge Fund Activity: Q1 2023 in Review

349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2023, worth a combined $2.21B — down 2.1% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VOOG positions and 38 closed out — a net gain of 6 holders — while 103 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.8M. The largest seller was Bank of America, cutting an estimated $36.5M.

  • 349 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2023, down from 350 in Q4 2022.
  • Funds reported $2.21B of Vanguard S&P 500 Growth ETF stock for Q1 2023, down 2.1% quarter-over-quarter.
  • 44 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2023 and 38 closed out, a net change of +6 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $45.8M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2023 was Bank of America, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2023.