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Vanguard S&P 500 Growth ETF

249 hedge funds and large institutions have $1.47B invested in Vanguard S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 21

12% more funds holding

Funds holding: 222249 (+27)

11% more capital invested

Capital invested by funds: $1.33B → $1.47B (+$142M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5.21% less ownership

Funds ownership: 186.23%181.01% (-5.2%)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

Holders
249
Holders Change
+27
Holders Change %
+12.16%
% of All Funds
4.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
53
Increased
62
Reduced
69
Closed
21
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
176
RWA Wealth Partners
Massachusetts
$216K +$205K +5,628 New
CIBC World Market
177
CIBC World Market
Ontario, Canada
$213K +$203K +5,556 New
ZF
178
Zhang Financial
Michigan
$213K +$203K +5,556 New
MAFM
179
Mid Atlantic Financial Management
Pennsylvania
$211K +$219 +6 +0.1%
AAS
180
Avantax Advisory Services
Texas
$210K -$1.04M -28,506 -84%
M&T Bank
181
M&T Bank
New York
$209K +$199K +5,448 New
SRSA
182
S.R. Schill & Associates
Washington
$203K -$28K -768 -13%
MG
183
Mather Group
Illinois
$201K +$191K +5,250 New
CG
184
Cutler Group
California
$200K +$190K +5,220 New
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$199K
BAM
186
Belpointe Asset Management
Nevada
$197K -$18.8K -516 -9%
BW
187
Bison Wealth
Georgia
$197K
PCFFS
188
Pacific Center for Financial Services
California
$163K +$155K +4,248 New
LWA
189
Lenox Wealth Advisors
New York
$161K
RIM
190
Rockbridge Investment Management
New York
$153K +$28K +768 +24%
RA
191
Reby Advisors
Connecticut
$153K +$145K +3,984 New
Simplex Trading
192
Simplex Trading
Illinois
$138K +$131K +3,600 New
LC
193
Lindbrook Capital
California
$111K
CAAS
194
Capital Asset Advisory Services
Michigan
$101K
NFG
195
Next Financial Group
Texas
$100K +$6.13K +168 +7%
BBHC
196
Brown Brothers Harriman & Co
New York
$99K -$1.53K -42 -2%
PFO
197
Pathstone Family Office
New Jersey
$93K
PB
198
Pinnacle Bancorp
Nebraska
$88K
SPIA
199
Steward Partners Investment Advisory
New York
$87K
CTC
200
Central Trust Company
Missouri
$81K

VOOG Hedge Fund Activity: Q4 2020 in Review

249 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2020, worth a combined $1.47B — up 11% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VOOG positions and 21 closed out — a net gain of 32 holders — while 62 added to existing stakes and 69 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $61.1M. The largest seller was UBS Group, cutting an estimated $22.5M.

  • 249 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2020, up from 222 in Q3 2020.
  • Funds reported $1.47B of Vanguard S&P 500 Growth ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 53 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2020 and 21 closed out, a net change of +32 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2020 was Vanguard Group, an estimated $61.1M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2020 was UBS Group, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2020.