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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
JP Morgan Chase
1
JP Morgan Chase
New York
$333M +$5.17M +141,900 +2%
Bank of America
2
Bank of America
North Carolina
$172M -$10.5M -288,072 -6%
LPL Financial
3
LPL Financial
California
$93.3M +$5.32M +145,974 +6%
Morgan Stanley
4
Morgan Stanley
New York
$91M -$3.16M -86,532 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$64.3M +$61.1M +1,676,124 New
CCP
6
Corient Capital Partners
California
$60.9M -$925K -25,374 -2%
UBS Group
7
UBS Group
Switzerland
$59.1M -$22.5M -616,680 -29%
Wells Fargo
8
Wells Fargo
California
$48.4M -$3.75M -102,762 -8%
GAG
9
GM Advisory Group
New York
$40.4M -$22.2M -607,716 -37%
Ameriprise
10
Ameriprise
Minnesota
$36.6M +$3.74M +102,426 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$32.7M -$1.31M -35,796 -4%
AWM
12
Altium Wealth Management
New York
$32.3M -$647K -17,730 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$23M +$2.2M +60,342 +11%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$20.7M -$83.6K -2,292 -0.4%
EFS
15
Essex Financial Services
Connecticut
$14.6M +$2.79M +76,482 +25%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.3M -$1.02M -28,074 -7%
EH
17
Equitable Holdings
New York
$13.1M -$349K -9,558 -3%
SCM
18
Stordahl Capital Management
Colorado
$11.6M -$92.1K -2,526 -0.8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$10.8M +$366K +10,032 +4%
MMA
20
Miracle Mile Advisors
California
$10.1M -$1.2M -32,898 -11%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$10.1M -$3.07M -84,270 -24%
RH
22
RFG Holdings
Texas
$9.36M +$8.9M +244,188 New
PAG
23
Private Advisor Group
New Jersey
$8.88M -$46.4K -1,272 -0.5%
BCA
24
Biltmore Capital Advisors
New Jersey
$8.81M -$589K -16,152 -7%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$8.7M +$7.91M +216,780 +2,125%

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.