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Vanguard S&P 500 Growth ETF

335 hedge funds and large institutions have $2.12B invested in Vanguard S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 106 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 22

58% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 67

27% more capital invested

Capital invested by funds: $1.67B → $2.12B (+$458M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

18% more funds holding

Funds holding: 284335 (+51)

6.35% more ownership

Funds ownership: 154.02%160.37% (+6.4%)

71% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $7.27M

Holders
335
Holders Change
+51
Holders Change %
+17.96%
% of All Funds
5.16%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
79
Increased
106
Reduced
67
Closed
22
Calls
$2.12M
Puts
$7.27M
Net Calls
-$5.15M
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
176
B. Riley Wealth Management
Tennessee
$503K +$485K +10,008 New
VA
177
Valmark Advisers
Ohio
$502K -$8.43K -174 -2%
BCI
178
Brinker Capital Investments
Pennsylvania
$493K +$475K +9,810 New
BF
179
BOK Financial
Oklahoma
$492K +$474K +9,786 New
CF
180
Centaurus Financial
California
$490K +$4.36K +90 +0.9%
MFG
181
MidWestOne Financial Group
Iowa
$480K
AIC
182
Archer Investment Corporation
Indiana
$477K
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$477K -$3.49K -72 -0.8%
UCFA
184
United Capital Financial Advisors
Texas
$462K +$52.6K +1,086 +13%
BRWA
185
B. Riley Wealth Advisors
Florida
$423K +$80.2K +1,656 +25%
NG
186
NWK Group
California
$419K +$404K +8,340 New
SWP
187
Stratos Wealth Partners
Ohio
$409K -$59K -1,218 -13%
SI
188
Stephens Inc
Arkansas
$409K
TCWM
189
Total Clarity Wealth Management
Illinois
$408K -$161K -3,318 -29%
HF
190
Halpern Financial
Virginia
$408K -$29.1K -600 -7%
BCWM
191
Bartlett & Co Wealth Management
Ohio
$391K
BC
192
Bartlett & Co
Ohio
$391K
PA
193
Parallel Advisors
California
$384K
WIA
194
World Investment Advisors
California
$383K -$11.3K -234 -3%
KL
195
KWMG LLC
Kansas
$382K +$99.7K +2,058 +37%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$380K
CB
197
Commerce Bank
Missouri
$374K
AAS
198
Avantax Advisory Services
Texas
$362K +$29.1K +600 +9%
CIC
199
Carnegie Investment Counsel
Ohio
$360K +$23.5K +486 +7%
MFWM
200
Motley Fool Wealth Management
Virginia
$357K

VOOG Hedge Fund Activity: Q4 2021 in Review

335 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2021, worth a combined $2.12B — up 27% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VOOG positions and 22 closed out — a net gain of 57 holders — while 106 added to existing stakes and 67 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $118M. The largest seller was Goldman Sachs, cutting an estimated $7.74M.

  • 335 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2021, up from 284 in Q3 2021.
  • Funds reported $2.12B of Vanguard S&P 500 Growth ETF stock for Q4 2021, up 27% quarter-over-quarter.
  • 79 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2021 and 22 closed out, a net change of +57 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $118M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2021 was Goldman Sachs, an estimated $7.74M sold.

Based on aggregated 13F filings for Q4 2021.