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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
William Blair & Company
201
William Blair & Company
Illinois
$68K +$32.8K +900 +103%
PWM
202
Perigon Wealth Management
California
$61K +$58K +1,590 New
TRCT
203
Tower Research Capital (TRC)
New York
$59K +$49K +1,344 +679%
SWA
204
SOA Wealth Advisors
New York
$58K +$53.6K +1,470 New
TSW
205
Thompson Siegel & Walmsley
Virginia
$58K +$54.7K +1,500 New
BlackRock
206
BlackRock
New York
$55K
AWM
207
Avior Wealth Management
Nebraska
$54K
MA
208
MUFG Americas
New York
$53K
TFGT
209
TS Financial Group (TSFG)
Illinois
$52K +$219 +6 +0.4%
SFS
210
Sowell Financial Services
Arkansas
$52K +$8.31K +228 +20%
FCA
211
FinTrust Capital Advisors
South Carolina
$52K +$20.8K +570 +72%
GEA
212
Glen Eagle Advisors
New Jersey
$51.8K
BCWM
213
Bartlett & Co Wealth Management
Ohio
$49.2K
BC
214
Bartlett & Co
Ohio
$49K
IA
215
IFP Advisors
Florida
$43K
S
216
SignatureFD
Georgia
$42K
AWM
217
Accel Wealth Management
Iowa
$41K +$38.9K +1,068 New
LS
218
Leelyn Smith
Illinois
$40K
PMFA
219
Plante Moran Financial Advisors
Michigan
$36K
SW
220
SVB Wealth
Massachusetts
$34K
MHR
221
Matthew Hamilton Rosenberg
$33K
HWM
222
Holloway Wealth Management
Florida
$31K
FWP
223
FAS Wealth Partners
Kansas
$30K -$5.69K -156 -17%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$26K
MSFP
225
Mark Sheptoff Financial Planning
Connecticut
$23K

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.