We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF

335 hedge funds and large institutions have $2.12B invested in Vanguard S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 106 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 22

58% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 67

27% more capital invested

Capital invested by funds: $1.67B → $2.12B (+$458M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

18% more funds holding

Funds holding: 284335 (+51)

6.35% more ownership

Funds ownership: 154.02%160.37% (+6.4%)

71% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $7.27M

Holders
335
Holders Change
+51
Holders Change %
+17.96%
% of All Funds
5.16%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
79
Increased
106
Reduced
67
Closed
22
Calls
$2.12M
Puts
$7.27M
Net Calls
-$5.15M
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$667M +$118M +2,429,856 +22%
Bank of America
2
Bank of America
North Carolina
$169M +$6.74M +139,098 +4%
Morgan Stanley
3
Morgan Stanley
New York
$135M +$5.63M +116,166 +5%
LPL Financial
4
LPL Financial
California
$88.5M +$1.82M +37,596 +2%
UBS Group
5
UBS Group
Switzerland
$85.4M +$925K +19,104 +1%
CCP
6
Corient Capital Partners
California
$76.4M -$359K -7,404 -0.5%
GAG
7
GM Advisory Group
New York
$57.6M +$961K +19,842 +2%
Wells Fargo
8
Wells Fargo
California
$40.7M +$1.07M +22,008 +3%
AWM
9
Altium Wealth Management
New York
$39.6M -$533K -11,004 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$33.5M +$1.88M +38,808 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$30M +$9.65M +199,242 +50%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$27.4M +$405K +8,364 +2%
EFS
13
Essex Financial Services
Connecticut
$26.9M -$365K -7,542 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$24.7M +$3.54M +73,038 +18%
PS
15
Portfolio Strategies
New York
$24.2M +$2.58M +53,262 +12%
CWM
16
Connecticut Wealth Management
Connecticut
$23.6M -$774K -15,972 -3%
Ameriprise
17
Ameriprise
Minnesota
$21.5M -$322K -6,654 -2%
SAS
18
SMI Advisory Services
Indiana
$19.1M +$18.4M +380,526 New
EH
19
Equitable Holdings
New York
$17.1M -$79.9K -1,650 -0.5%
GM
20
GeoWealth Management
Illinois
$16M +$15.4M +318,834 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$15.7M +$449K +9,270 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$14.1M -$216K -4,452 -2%
SCM
23
Stordahl Capital Management
Colorado
$13.8M -$280K -5,772 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13.2M +$842K +17,382 +7%
PAG
25
Private Advisor Group
New Jersey
$13.1M +$269K +5,556 +2%

VOOG Hedge Fund Activity: Q4 2021 in Review

335 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2021, worth a combined $2.12B — up 27% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VOOG positions and 22 closed out — a net gain of 57 holders — while 106 added to existing stakes and 67 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $118M. The largest seller was Goldman Sachs, cutting an estimated $7.74M.

  • 335 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2021, up from 284 in Q3 2021.
  • Funds reported $2.12B of Vanguard S&P 500 Growth ETF stock for Q4 2021, up 27% quarter-over-quarter.
  • 79 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2021 and 22 closed out, a net change of +57 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $118M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2021 was Goldman Sachs, an estimated $7.74M sold.

Based on aggregated 13F filings for Q4 2021.