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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
WIP
176
WealthCare Investment Partners
Rhode Island
$683K +$4.11K +96 +0.6%
PTC
177
Private Trust Company
Ohio
$662K -$51.9K -1,212 -8%
SC
178
Sierra Capital
Florida
$656K -$38K -888 -6%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$650K -$77.5K -1,812 -11%
SF
180
Synovus Financial
Georgia
$641K
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
$621K +$64.2K +1,500 +12%
DWP
182
Daymark Wealth Partners
Ohio
$615K +$175K +4,098 +43%
GL
183
Graypoint LLC
New York
$603K -$72.2K -1,686 -11%
Vanguard Group
184
Vanguard Group
Pennsylvania
$597K +$566K +13,230 New
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$588K +$255K +5,970 +85%
LWP
186
Laurel Wealth Planning
Minnesota
$569K
SWM
187
Spire Wealth Management
Virginia
$568K +$282K +6,582 +118%
CWM
188
Cornerstone Wealth Management
Missouri
$567K +$24.1K +564 +5%
CFA
189
CWS Financial Advisors
Michigan
$565K +$1.03K +24 +0.2%
RA
190
Rodgers & Associates
Pennsylvania
$548K -$115K -2,694 -18%
IP
191
Ignite Planners
California
$531K +$1.28K +30 +0.3%
MCM
192
MidAtlantic Capital Management
Virginia
$531K +$778K +18,180 New
MWA
193
Monograph Wealth Advisors
California
$529K
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$509K -$71.1K -1,662 -13%
PTC
195
Philadelphia Trust Company
Pennsylvania
$502K
LFAS
196
Level Four Advisory Services
Texas
$500K -$3.08K -72 -0.6%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$496K -$8.73K -204 -2%
MCM
198
MAI Capital Management
Ohio
$495K +$1.54K +36 +0.3%
BFA
199
Bragg Financial Advisors
North Carolina
$494K -$8.99K -210 -2%
ICG
200
InterOcean Capital Group
Tennessee
$490K

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.