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Vanguard S&P 500 Growth ETF

319 hedge funds and large institutions have $1.77B invested in Vanguard S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

975% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $286K

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

18% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 83

2% more funds holding

Funds holding: 312319 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2.08% less ownership

Funds ownership: 180.06%177.98% (-2.1%)

7% less capital invested

Capital invested by funds: $1.9B → $1.77B (-$134M)

Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
5.5%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
32
Increased
98
Reduced
83
Closed
20
Calls
$3.07M
Puts
$286K
Net Calls
+$2.79M
Net Calls Change
+$678K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$688M -$35.4M -907,368 -4%
CCP
2
Corient Capital Partners
California
$106M +$90.1M +2,305,590 +153%
Bank of America
3
Bank of America
North Carolina
$105M -$5.2M -133,062 -4%
Morgan Stanley
4
Morgan Stanley
New York
$95.3M +$3.31M +84,726 +3%
LPL Financial
5
LPL Financial
California
$70.7M +$1.8M +46,206 +2%
UBS Group
6
UBS Group
Switzerland
$62.9M +$16.7M +428,682 +31%
Wells Fargo
7
Wells Fargo
California
$37.8M +$1.89M +48,426 +5%
Ameriprise
8
Ameriprise
Minnesota
$26.3M +$399K +10,218 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$25.1M -$180K -4,602 -0.6%
Osaic Holdings
10
Osaic Holdings
Arizona
$24.7M +$215K +5,502 +0.8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$23.2M +$2.15M +55,098 +9%
EFL
12
ERn Financial LLC
Wisconsin
$23M +$1.87M +47,946 +8%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$18M -$746K -19,092 -4%
EFS
14
Essex Financial Services
Connecticut
$17.3M -$1.6M -41,046 -8%
EH
15
Equitable Holdings
New York
$16.5M +$654K +16,734 +4%
CWM
16
Connecticut Wealth Management
Connecticut
$15.6M -$325K -8,310 -2%
MIAN
17
Mariner Independent Advisor Network
Kansas
$15.5M -$11.7K -300 -0.1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$15.4M +$3.62M +92,736 +27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$14M +$5.57M +142,482 +55%
JIC
20
Joel Isaacson & Co
New York
$12.2M +$2.43M +62,172 +22%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$12.1M +$2.6M +66,522 +24%
MFG
22
Merit Financial Group
Georgia
$12M -$12.7M -325,314 -48%
SCM
23
Stordahl Capital Management
Colorado
$10.2M +$215K +5,508 +2%
PAG
24
Private Advisor Group
New Jersey
$10.1M -$165K -4,218 -1%
MMA
25
Miracle Mile Advisors
California
$10M +$75.9K +1,944 +0.7%

VOOG Hedge Fund Activity: Q3 2022 in Review

319 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q3 2022, worth a combined $1.77B — down 7% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VOOG positions and 20 closed out — a net gain of 12 holders — while 98 added to existing stakes and 83 trimmed.

The largest buyer was Corient Capital Partners, adding an estimated $90.1M. The largest seller was Parker Investment Management, cutting an estimated $55.4M.

  • 319 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q3 2022, up from 312 in Q2 2022.
  • Funds reported $1.77B of Vanguard S&P 500 Growth ETF stock for Q3 2022, down 7% quarter-over-quarter.
  • 32 funds opened new Vanguard S&P 500 Growth ETF positions in Q3 2022 and 20 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q3 2022 was Corient Capital Partners, an estimated $90.1M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q3 2022 was Parker Investment Management, an estimated $55.4M sold.

Based on aggregated 13F filings for Q3 2022.