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Vanguard S&P 500 Growth ETF

326 hedge funds and large institutions have $2.37B invested in Vanguard S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 90 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

29.9% more ownership

Funds ownership: 160.37%190.28% (+30%)

19% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 90

11% more capital invested

Capital invested by funds: $2.12B → $2.37B (+$242M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less funds holding

Funds holding: 335326 (-9)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

48% less call options, than puts

Call options by funds: $2.89M | Put options by funds: $5.54M

Holders
326
Holders Change
-9
Holders Change %
-2.69%
% of All Funds
5.14%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
36
Increased
107
Reduced
90
Closed
40
Calls
$2.89M
Puts
$5.54M
Net Calls
-$2.65M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$916M +$302M +6,682,602 +50%
Bank of America
2
Bank of America
North Carolina
$158M +$3.57M +79,122 +2%
Morgan Stanley
3
Morgan Stanley
New York
$120M -$3.06M -67,770 -3%
LPL Financial
4
LPL Financial
California
$83.1M +$2.21M +48,840 +3%
UBS Group
5
UBS Group
Switzerland
$74.9M -$3.06M -67,692 -4%
CCP
6
Corient Capital Partners
California
$71.3M +$1.4M +30,996 +2%
PA
7
PFG Advisors
Arizona
$59.1M +$153M +3,390,756 +4,886%
GAG
8
GM Advisory Group
New York
$51.1M -$1.48M -32,718 -3%
Wells Fargo
9
Wells Fargo
California
$43.9M +$6.66M +147,552 +18%
AWM
10
Altium Wealth Management
New York
$35.3M -$805K -17,832 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$33.2M +$5.73M +126,924 +21%
Osaic Holdings
12
Osaic Holdings
Arizona
$30.7M +$471K +10,428 +2%
EFS
13
Essex Financial Services
Connecticut
$25.4M +$825K +18,264 +3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$25.1M +$128K +2,838 +0.5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$24.7M +$2.09M +46,224 +9%
MIAN
16
Mariner Independent Advisor Network
Kansas
$24M +$23.6M +523,140 New
PS
17
Portfolio Strategies
New York
$23.7M +$1.56M +34,494 +7%
Ameriprise
18
Ameriprise
Minnesota
$23.4M +$3.7M +81,936 +19%
CWM
19
Connecticut Wealth Management
Connecticut
$22.2M +$612K +13,560 +3%
EH
20
Equitable Holdings
New York
$18.2M +$2.47M +54,786 +16%
PCOC
21
Power Corp of Canada
Canada
$16.3M +$16M +355,200 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$13.8M -$472K -10,458 -3%
MMA
23
Miracle Mile Advisors
California
$13.1M +$1.24M +27,468 +11%
PAG
24
Private Advisor Group
New Jersey
$13M +$1.02M +22,518 +9%
SCM
25
Stordahl Capital Management
Colorado
$12.9M +$347K +7,674 +3%

VOOG Hedge Fund Activity: Q1 2022 in Review

326 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2022, worth a combined $2.37B — up 11% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VOOG and 36 opened new positions — a net loss of 4 holders — while 90 trimmed existing stakes and 107 added.

The largest buyer was JP Morgan Chase, adding an estimated $302M. The largest seller was SMI Advisory Services, exiting entirely with an estimated $19.1M sold.

  • 326 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2022, down from 335 in Q4 2021.
  • Funds reported $2.37B of Vanguard S&P 500 Growth ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 36 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2022 and 40 closed out, a net change of -4 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $302M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2022 was SMI Advisory Services, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2022.