We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF

405 hedge funds and large institutions have $2.96B invested in Vanguard S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 122 increasing their positions, 130 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,808% more call options, than puts

Call options by funds: $4.66M | Put options by funds: $244K

200% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $2.44B → $2.96B (+$518M)

11.47% more ownership

Funds ownership: 191.33%202.8% (+11%)

10% more funds holding

Funds holding: 368405 (+37)

6% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 130

Holders
405
Holders Change
+37
Holders Change %
+10.05%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
63
Increased
122
Reduced
130
Closed
21
Calls
$4.66M
Puts
$244K
Net Calls
+$4.41M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
151
Wintrust Investments
Illinois
$983K
CF
152
Centaurus Financial
California
$982K +$67.3K +1,572 +8%
IWC
153
Integrated Wealth Concepts
Massachusetts
$929K -$15.4K -360 -2%
PIM
154
Penobscot Investment Management
Massachusetts
$925K -$48.5K -1,134 -5%
CB
155
Cadence Bank
Mississippi
$896K -$9.76K -228 -1%
IA
156
Insight Advisors
Pennsylvania
$888K -$5.39K -126 -0.6%
NWM
157
NRI Wealth Management
California
$884K +$839K +19,596 New
TC
158
TownSquare Capital
Utah
$853K +$321K +7,512 +66%
BFG
159
Bleakley Financial Group
New Jersey
$849K -$165K -3,864 -17%
M&T Bank
160
M&T Bank
New York
$836K +$792K +18,516 New
CFGSD
161
Compass Financial Group (South Dakota)
South Dakota
$834K
SAM
162
Summit Asset Management
Tennessee
$820K
Renaissance Technologies
163
Renaissance Technologies
New York
$812K -$154K -3,600 -17%
WTFG
164
Wells Trecaso Financial Group
Ohio
$810K +$18.7K +438 +3%
NB
165
Nicolet Bankshares
Wisconsin
$809K
TIAA Trust, National Association
166
TIAA Trust, National Association
North Carolina
$807K -$542K -12,660 -41%
William Blair & Company
167
William Blair & Company
Illinois
$803K +$19.5K +456 +3%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$795K -$15.1K -354 -2%
Pathstone Holdings
169
Pathstone Holdings
New Jersey
$790K +$749K +17,496 New
IAG
170
Investment Advisory Group
Massachusetts
$751K +$4.37K +102 +0.6%
PA
171
Pinnacle Associates
New York
$718K
PWMAG
172
Pinnacle Wealth Management Advisory Group
New Jersey
$718K
MWM
173
Modera Wealth Management
New Jersey
$709K +$257 +6 +0%
BRWA
174
B. Riley Wealth Advisors
Florida
$706K -$197K -4,596 -23%
AAS
175
Avantax Advisory Services
Texas
$683K +$111K +2,586 +21%

VOOG Hedge Fund Activity: Q4 2023 in Review

405 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2023, worth a combined $2.96B — up 21% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VOOG positions and 21 closed out — a net gain of 42 holders — while 122 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Corient Private Wealth, cutting an estimated $98.2M.

  • 405 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2023, up from 368 in Q3 2023.
  • Funds reported $2.96B of Vanguard S&P 500 Growth ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 63 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2023 and 21 closed out, a net change of +42 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $166M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2023 was Corient Private Wealth, an estimated $98.2M sold.

Based on aggregated 13F filings for Q4 2023.