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Vanguard S&P 500 Growth ETF

365 hedge funds and large institutions have $2.48B invested in Vanguard S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,121% more call options, than puts

Call options by funds: $6.44M | Put options by funds: $200K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $2.21B → $2.48B (+$274M)

5% more funds holding

Funds holding: 349365 (+16)

1.41% more ownership

Funds ownership: 191.23%192.64% (+1.4%)

25% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 114

Holders
365
Holders Change
+16
Holders Change %
+4.58%
% of All Funds
5.73%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
40
Increased
86
Reduced
114
Closed
20
Calls
$6.44M
Puts
$200K
Net Calls
+$6.24M
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Mutual Advisors
Nebraska
$793K -$15.3K -384 -2%
EWA
152
Encompass Wealth Advisors
Oregon
$788K +$122K +3,078 +20%
CFGSD
153
Compass Financial Group (South Dakota)
South Dakota
$782K
TF
154
TIAA FSB
Florida
$770K -$21.5K -540 -3%
SAM
155
Summit Asset Management
Tennessee
$770K
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$710K -$79.9K -2,010 -11%
MWM
157
Modera Wealth Management
New Jersey
$707K
BCI
158
Brinker Capital Investments
Pennsylvania
$705K +$21.7K +546 +3%
OPS
159
Orion Portfolio Solutions
Nebraska
$705K +$21.7K +546 +3%
IAG
160
Investment Advisory Group
Massachusetts
$699K +$16.5K +414 +3%
PA
161
Pinnacle Associates
New York
$673K
PWMAG
162
Pinnacle Wealth Management Advisory Group
New Jersey
$673K
SC
163
Sierra Capital
Florida
$652K +$12.6K +318 +2%
AAS
164
Ameritas Advisory Services
Nebraska
$648K -$301K -7,578 -33%
RA
165
Rodgers & Associates
Pennsylvania
$645K -$16.7K -420 -3%
WIP
166
WealthCare Investment Partners
Rhode Island
$641K +$172K +4,332 +40%
GL
167
Graypoint LLC
New York
$636K +$117K +2,940 +24%
WTFG
168
Wells Trecaso Financial Group
Ohio
$634K +$80.2K +2,016 +16%
PTC
169
Private Trust Company
Ohio
$616K -$2.86K -72 -0.5%
SF
170
Synovus Financial
Georgia
$601K
JIC
171
Johnson Investment Counsel
Ohio
$597K +$243K +6,120 +77%
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$588K +$147K +3,690 +36%
I2I
173
Insight 2811 Inc
Illinois
$563K +$528K +13,284 New
CF
174
Centaurus Financial
California
$555K -$48.9K -1,230 -9%
BONH
175
Bank of New Hampshire
New Hampshire
$548K

VOOG Hedge Fund Activity: Q2 2023 in Review

365 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2023, worth a combined $2.48B — up 12% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VOOG positions and 20 closed out — a net gain of 20 holders — while 86 added to existing stakes and 114 trimmed.

The largest buyer was UBS Group, adding an estimated $43.7M. The largest seller was JP Morgan Chase, cutting an estimated $68.7M.

  • 365 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2023, up from 349 in Q1 2023.
  • Funds reported $2.48B of Vanguard S&P 500 Growth ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 40 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2023 and 20 closed out, a net change of +20 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2023 was UBS Group, an estimated $43.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2023 was JP Morgan Chase, an estimated $68.7M sold.

Based on aggregated 13F filings for Q2 2023.