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Vanguard S&P 500 Growth ETF

350 hedge funds and large institutions have $2.26B invested in Vanguard S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more call options, than puts

Call options by funds: $3.38M | Put options by funds: $400K

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

28% more capital invested

Capital invested by funds: $1.77B → $2.26B (+$488M)

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

14.53% more ownership

Funds ownership: 177.98%192.51% (+15%)

10% more funds holding

Funds holding: 319350 (+31)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
350
Holders Change
+31
Holders Change %
+9.72%
% of All Funds
5.63%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
63
Increased
117
Reduced
97
Closed
25
Calls
$3.38M
Puts
$400K
Net Calls
+$2.98M
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
201
Brinker Capital Investments
Pennsylvania
$341K
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$338K -$122K -3,378 -26%
CFP
203
Catalyst Financial Partners
Massachusetts
$338K +$347K +9,600 New
WTFG
204
Wells Trecaso Financial Group
Ohio
$335K +$135K +3,744 +65%
AIC
205
Archer Investment Corporation
Indiana
$333K
ODIJL
206
One Day In July LLC
Vermont
$326K +$335K +9,270 New
CTC
207
Central Trust Company
Missouri
$325K +$258K +7,140 +340%
TSS
208
Two Sigma Securities
New York
$322K +$331K +9,168 New
BFA
209
Bragg Financial Advisors
North Carolina
$322K +$34.2K +948 +12%
NFC
210
Northeast Financial Consultants
Connecticut
$321K +$1.73K +48 +0.5%
DACG
211
Donor Advised Charitable Giving
California
$321K +$330K +9,132 New
AGA
212
Arkos Global Advisors
Texas
$317K +$2.38K +66 +0.7%
HWP
213
Highline Wealth Partners
California
$315K +$298K +8,262 +1,197%
BFPW
214
BOK Financial Private Wealth
Colorado
$313K -$443K -12,264 -58%
Citigroup
215
Citigroup
New York
$310K -$57K -1,578 -15%
KWM
216
Kingsview Wealth Management
Oregon
$310K +$318K +8,814 New
BC
217
Barnett & Company
Tennessee
$307K +$315K +8,730 New
BWA
218
Beam Wealth Advisors
Louisiana
$299K +$20.8K +576 +7%
SC
219
Sierra Capital
Florida
$293K +$96.4K +2,670 +47%
FCA
220
FinTrust Capital Advisors
South Carolina
$289K -$7.58K -210 -2%
HF
221
Halpern Financial
Virginia
$285K
D
222
Dentgroup
Louisiana
$285K -$1.95K -54 -0.7%
AAS
223
Avantax Advisory Services
Texas
$283K -$32.3K -894 -10%
CA
224
Calton & Associates
Florida
$280K -$5.42K -150 -2%
GIA
225
Gladstone Institutional Advisory
Florida
$279K -$11.7K -324 -4%

VOOG Hedge Fund Activity: Q4 2022 in Review

350 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2022, worth a combined $2.26B — up 28% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VOOG positions and 25 closed out — a net gain of 38 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was Ameriprise, adding an estimated $40.9M. The largest seller was Portfolio Strategies, cutting an estimated $10.3M.

  • 350 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2022, up from 319 in Q3 2022.
  • Funds reported $2.26B of Vanguard S&P 500 Growth ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 63 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2022 and 25 closed out, a net change of +38 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2022 was Ameriprise, an estimated $40.9M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2022 was Portfolio Strategies, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.