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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
BWA
201
Beam Wealth Advisors
Louisiana
$486K -$2.31K -54 -0.5%
AIC
202
Archer Investment Corporation
Indiana
$486K
AI
203
Accredited Investors
Minnesota
$484K +$257 +6 +0.1%
GRP
204
Global Retirement Partners
California
$481K +$126K +2,946 +39%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$471K +$37.5K +876 +9%
W
206
Wealthquest
Ohio
$464K
FCH
207
Freestone Capital Holdings
Washington
$461K
PFS
208
Prospera Financial Services
Texas
$459K -$60.9K -1,422 -12%
GT
209
Greenleaf Trust
Michigan
$454K
NHC
210
Nicholas Hoffman & Company
Georgia
$453K
GIA
211
Gladstone Institutional Advisory
Florida
$450K +$11.6K +270 +3%
Citigroup
212
Citigroup
New York
$445K +$27K +630 +7%
BONH
213
Bank of New Hampshire
New Hampshire
$445K -$126K -2,934 -23%
JJBC
214
James J. Burns & Company
New York
$432K -$39.8K -930 -9%
JIC
215
Johnson Investment Counsel
Ohio
$428K -$206K -4,824 -34%
MW
216
Maia Wealth
Colorado
$425K +$403K +9,414 New
NFC
217
Northeast Financial Consultants
Connecticut
$418K +$2.57K +60 +0.7%
SPC
218
Sigma Planning Corp
Michigan
$417K -$2.64M -61,608 -87%
APCM
219
Alaska Permanent Capital Management
Alaska
$410K -$510K -11,910 -57%
AGA
220
Arkos Global Advisors
Texas
$405K
RWB
221
RMR Wealth Builders
New Jersey
$404K -$207K -4,842 -35%
ASN
222
Advisory Services Network
Georgia
$400K -$111K -2,592 -23%
BFPW
223
BOK Financial Private Wealth
Colorado
$400K -$7.45K -174 -2%
AWM
224
Axxcess Wealth Management
California
$389K
HWM
225
HB Wealth Management
Georgia
$377K +$27.5K +642 +8%

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.