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Vanguard S&P 500 Growth ETF

438 hedge funds and large institutions have $3.1B invested in Vanguard S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 137 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $2.46M

133% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 30

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 116

8% more funds holding

Funds holding: 405438 (+33)

5% more capital invested

Capital invested by funds: $2.96B → $3.1B (+$142M)

21.13% less ownership

Funds ownership: 202.8%181.67% (-21%)

Holders
438
Holders Change
+33
Holders Change %
+8.15%
% of All Funds
6.31%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
70
Increased
137
Reduced
116
Closed
30
Calls
$11.2M
Puts
$2.46M
Net Calls
+$8.78M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
151
NRI Wealth Management
California
$1.18M +$172K +3,552 +18%
ESB
152
Essex Savings Bank
Connecticut
$1.18M
PA
153
PFG Advisors
Arizona
$1.16M -$985K -20,388 -47%
HNW
154
High Note Wealth
Minnesota
$1.15M
TA
155
Tactive Advisors
Florida
$1.15M +$1.09M +22,644 New
BCI
156
Brinker Capital Investments
Pennsylvania
$1.11M +$684K +14,160 +182%
OPS
157
Orion Portfolio Solutions
Nebraska
$1.11M +$684K +14,160 +182%
WI
158
Wintrust Investments
Illinois
$1.11M
KWA
159
Kingswood Wealth Advisors
California
$1.1M -$136K -2,808 -11%
Cerity Partners
160
Cerity Partners
New York
$1.06M -$678K -14,046 -40%
Envestnet Portfolio Solutions
161
Envestnet Portfolio Solutions
Illinois
$1.04M -$162K -3,360 -14%
Vanguard Group
162
Vanguard Group
Pennsylvania
$1.04M +$353K +7,308 +55%
PIM
163
Penobscot Investment Management
Massachusetts
$1.04M +$869 +18 +0.1%
IA
164
Insight Advisors
Pennsylvania
$995K -$4.35K -90 -0.5%
CFGSD
165
Compass Financial Group (South Dakota)
South Dakota
$938K
AWM
166
AE Wealth Management
Kansas
$932K -$955K -19,770 -52%
SAM
167
Summit Asset Management
Tennessee
$923K
William Blair & Company
168
William Blair & Company
Illinois
$917K +$13.3K +276 +2%
TIAA Trust, National Association
169
TIAA Trust, National Association
North Carolina
$909K
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$902K -$282K -5,832 -25%
TRCT
171
Tower Research Capital (TRC)
New York
$901K +$854K +17,682 +29,470%
Pathstone Holdings
172
Pathstone Holdings
New Jersey
$895K +$6.08K +126 +0.7%
NB
173
Nicolet Bankshares
Wisconsin
$884K -$24.3K -504 -3%
IWC
174
Integrated Wealth Concepts
Massachusetts
$874K -$163K -3,384 -16%
AAS
175
Avantax Advisory Services
Texas
$851K +$77.7K +1,608 +11%

VOOG Hedge Fund Activity: Q1 2024 in Review

438 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2024, worth a combined $3.1B — up 4.8% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VOOG positions and 30 closed out — a net gain of 40 holders — while 137 added to existing stakes and 116 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $31.7M. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 438 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2024, up from 405 in Q4 2023.
  • Funds reported $3.1B of Vanguard S&P 500 Growth ETF stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 70 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2024 and 30 closed out, a net change of +40 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $31.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2024.