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Vanguard S&P 500 Growth ETF

259 hedge funds and large institutions have $1.64B invested in Vanguard S&P 500 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,450% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $26K

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $1.46B → $1.64B (+$186M)

5% more funds holding

Funds holding: 247259 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

3.07% less ownership

Funds ownership: 167.56%164.49% (-3.1%)

Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
4.51%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
32
Increased
71
Reduced
75
Closed
16
Calls
$1.44M
Puts
$26K
Net Calls
+$1.42M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$452M +$13.6M +325,926 +3%
Bank of America
2
Bank of America
North Carolina
$182M -$9.58M -230,202 -5%
Morgan Stanley
3
Morgan Stanley
New York
$112M +$4.3M +103,380 +4%
LPL Financial
4
LPL Financial
California
$72.1M -$19.9M -477,006 -22%
UBS Group
5
UBS Group
Switzerland
$69.4M +$1M +24,102 +2%
CCP
6
Corient Capital Partners
California
$66.9M -$1.81M -43,578 -3%
GAG
7
GM Advisory Group
New York
$47M +$2.74M +65,880 +7%
Vanguard Group
8
Vanguard Group
Pennsylvania
$46.8M -$2.09M -50,196 -4%
Wells Fargo
9
Wells Fargo
California
$35.6M -$2.79M -66,960 -8%
AWM
10
Altium Wealth Management
New York
$35.2M -$821K -19,728 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$26.6M +$700K +16,812 +3%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$23.4M +$130K +3,126 +0.6%
CWM
13
Connecticut Wealth Management
Connecticut
$22.2M +$21.2M +508,650 New
Ameriprise
14
Ameriprise
Minnesota
$19.5M -$265K -6,354 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.5M -$115K -2,760 -0.7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$17M +$1.33M +32,046 +9%
EFS
17
Essex Financial Services
Connecticut
$16.5M
EH
18
Equitable Holdings
New York
$14.8M -$201K -4,836 -1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$13.3M +$428K +10,272 +4%
SCM
20
Stordahl Capital Management
Colorado
$12.3M -$307K -7,386 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$11.8M -$419K -10,062 -4%
MMA
22
Miracle Mile Advisors
California
$11.6M +$6.74K +162 +0.1%
PAG
23
Private Advisor Group
New Jersey
$11.1M +$549K +13,194 +5%
BCA
24
Biltmore Capital Advisors
New Jersey
$11M +$591K +14,190 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$10.6M -$1.23M -29,508 -11%

VOOG Hedge Fund Activity: Q2 2021 in Review

259 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2021, worth a combined $1.64B — up 13% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VOOG positions and 16 closed out — a net gain of 16 holders — while 71 added to existing stakes and 75 trimmed.

The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $21.2M. The largest seller was LPL Financial, cutting an estimated $19.9M.

  • 259 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2021, up from 247 in Q1 2021.
  • Funds reported $1.64B of Vanguard S&P 500 Growth ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 32 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2021 and 16 closed out, a net change of +16 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2021 was Connecticut Wealth Management, an estimated $21.2M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2021 was LPL Financial, an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2021.