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Vanguard S&P 500 Growth ETF

349 hedge funds and large institutions have $2.21B invested in Vanguard S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 111 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,598% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $247K

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

0% less funds holding

Funds holding: 350349 (-1)

2% less capital invested

Capital invested by funds: $2.26B → $2.21B (-$47.2M)

7% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 111

1.28% less ownership

Funds ownership: 192.51%191.23% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
44
Increased
103
Reduced
111
Closed
38
Calls
$6.67M
Puts
$247K
Net Calls
+$6.42M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$369K +$2.42K +66 +0.7%
AIC
202
Archer Investment Corporation
Indiana
$364K
PFO
203
Pathstone Family Office
New Jersey
$360K -$223K -6,078 -39%
UCFA
204
United Capital Financial Advisors
Texas
$357K -$307K -8,364 -47%
NFC
205
Northeast Financial Consultants
Connecticut
$352K +$1.1K +30 +0.3%
BFPW
206
BOK Financial Private Wealth
Colorado
$350K +$7.94K +216 +2%
AGA
207
Arkos Global Advisors
Texas
$347K
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$345K +$132K +3,606 +67%
Lido Advisors
209
Lido Advisors
California
$332K +$317K +8,634 New
BWA
210
Beam Wealth Advisors
Louisiana
$328K +$882 +24 +0.3%
LW
211
Lauer Wealth
Indiana
$318K +$303K +8,238 New
HF
212
Halpern Financial
Virginia
$311K
D
213
Dentgroup
Louisiana
$311K
HGERS
214
Householder Group Estate & Retirement Specialist
Arizona
$309K +$295K +8,034 New
JIC
215
Johnson Investment Counsel
Ohio
$306K +$2.65K +72 +0.9%
GIA
216
Gladstone Institutional Advisory
Florida
$302K -$2.42K -66 -0.8%
CIC
217
Carnegie Investment Counsel
Ohio
$302K +$4.63K +126 +2%
PI
218
PFG Investments
New York
$290K +$278K +7,554 New
FCA
219
FinTrust Capital Advisors
South Carolina
$289K
SC
220
Scotia Capital
Ontario, Canada
$288K -$1.21M -32,940 -81%
CB
221
Commerce Bank
Missouri
$285K
LA
222
Lane & Associates
New Jersey
$285K -$18.1K -492 -6%
CA
223
Calton & Associates
Florida
$284K -$21.4K -582 -7%
CG
224
Colony Group
Massachusetts
$281K -$209K -5,700 -44%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$281K +$20.1K +546 +8%

VOOG Hedge Fund Activity: Q1 2023 in Review

349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2023, worth a combined $2.21B — down 2.1% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VOOG positions and 38 closed out — a net gain of 6 holders — while 103 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.8M. The largest seller was Bank of America, cutting an estimated $36.5M.

  • 349 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2023, down from 350 in Q4 2022.
  • Funds reported $2.21B of Vanguard S&P 500 Growth ETF stock for Q1 2023, down 2.1% quarter-over-quarter.
  • 44 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2023 and 38 closed out, a net change of +6 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $45.8M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2023 was Bank of America, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2023.