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Vanguard S&P 500 Growth ETF
VOOG

438 hedge funds and large institutions have $3.1B invested in Vanguard S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 137 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $2.46M

133% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 30

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

18% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 116

8% more funds holding

Funds holding: 405 → 438 (+33)

5% more capital invested

Capital invested by funds: $2.96B → $3.1B (+$142M)

21.13% less ownership

Funds ownership: 202.8% → 181.67% (-21%)

Holders
438
Holders Change
+33
Holders Change %
+8.15%
% of All Funds
6.31%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
70
Increased
137
Reduced
116
Closed
30
Calls
$11.2M
Puts
$2.46M
Net Calls
+$8.78M
Net Calls Change
+$4.37M

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$31.7M
2
GAA
Global Assets Advisory
Florida
+$18M
3
AI
ArchPoint Investors
Florida
+$13.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.9M
5
CA
Cetera Advisors
Colorado
+$9.83M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$171M
2
JP Morgan Chase
JP Morgan Chase
New York
-$61.6M
3
CFD
Creative Financial Designs
Indiana
-$14.7M
4
Bank of America
Bank of America
North Carolina
-$9.3M
5
PS
Portfolio Strategies
New York
-$8.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
201
Cornerstone Wealth Management
Missouri
$639K – – –
DWP
202
Daymark Wealth Partners
Ohio
$628K -$60.6K -1,254 -9%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$625K -$101K -2,100 -15%
IP
204
Ignite Planners
California
$609K +$580 +12 +0.1%
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$600K +$27.5K +570 +5%
MWA
206
Monograph Wealth Advisors
California
$596K – – –
ASN
207
Advisory Services Network
Georgia
$571K +$115K +2,382 +27%
SWA
208
Sax Wealth Advisors
New Jersey
$567K +$306K +6,330 +131%
RA
209
Rodgers & Associates
Pennsylvania
$561K -$53.6K -1,110 -9%
MCM
210
MAI Capital Management
Ohio
$559K +$2.03K +42 +0.4%
Bank of New York Mellon
211
Bank of New York Mellon
New York
$558K +$580 +12 +0.1%
AIC
212
Archer Investment Corporation
Indiana
$547K – – –
BWA
213
Beam Wealth Advisors
Louisiana
$546K -$1.16K -24 -0.2%
AI
214
Accredited Investors
Minnesota
$544K +$290 +6 +0.1%
FPAS
215
Focus Partners Advisor Solutions
Missouri
$533K +$205K +4,254 +68%
IWM
216
IHT Wealth Management
Illinois
$533K +$236K +4,890 +87%
EWM
217
Evermay Wealth Management
Virginia
$527K +$501K +10,374 New
W
218
Wealthquest
Ohio
$522K – – –
CB
219
Cadence Bank
Mississippi
$520K -$464K -9,618 -48%
FCH
220
Freestone Capital Holdings
Washington
$518K – – –
PFS
221
Prospera Financial Services
Texas
$516K – – –
GT
222
Greenleaf Trust
Michigan
$510K – – –
NHC
223
Nicholas Hoffman & Company
Georgia
$510K – – –
CB
224
Commerce Bank
Missouri
$502K +$119K +2,466 +33%
BONH
225
Bank of New Hampshire
New Hampshire
$501K – – –
7 8
9
10 11

VOOG Hedge Fund Activity: Q1 2024 in Review

438 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2024, worth a combined $3.1B — up 4.8% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VOOG positions and 30 closed out — a net gain of 40 holders — while 137 added to existing stakes and 116 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $31.7M. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 438 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2024, up from 405 in Q4 2023.
  • Funds reported $3.1B of Vanguard S&P 500 Growth ETF stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 70 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2024 and 30 closed out, a net change of +40 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $31.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2024.