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Vanguard S&P 500 Growth ETF

350 hedge funds and large institutions have $2.26B invested in Vanguard S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more call options, than puts

Call options by funds: $3.38M | Put options by funds: $400K

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

28% more capital invested

Capital invested by funds: $1.77B → $2.26B (+$488M)

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

14.53% more ownership

Funds ownership: 177.98%192.51% (+15%)

10% more funds holding

Funds holding: 319350 (+31)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
350
Holders Change
+31
Holders Change %
+9.72%
% of All Funds
5.63%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
63
Increased
117
Reduced
97
Closed
25
Calls
$3.38M
Puts
$400K
Net Calls
+$2.98M
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$706M +$11M +305,280 +2%
AWA
2
Arete Wealth Advisors
Illinois
$232M -$48.5K -1,344 -17%
Bank of America
3
Bank of America
North Carolina
$137M +$31.5M +872,922 +29%
Corient Private Wealth
4
Corient Private Wealth
Florida
$117M +$151M +4,180,152 New
Morgan Stanley
5
Morgan Stanley
New York
$113M +$17.5M +483,492 +18%
UBS Group
6
UBS Group
Switzerland
$85.6M +$22.6M +624,726 +35%
LPL Financial
7
LPL Financial
California
$74.3M +$2.86M +79,134 +4%
Ameriprise
8
Ameriprise
Minnesota
$66.5M +$40.9M +1,133,148 +150%
Wells Fargo
9
Wells Fargo
California
$29.1M -$9.39M -260,130 -24%
Osaic Holdings
10
Osaic Holdings
Arizona
$27.4M +$2.51M +69,498 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.8M +$408K +11,298 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$24.5M +$1.04M +28,800 +4%
EFL
13
ERn Financial LLC
Wisconsin
$22.2M -$1.08M -29,964 -5%
ACIM
14
Azimuth Capital Investment Management
Michigan
$19.4M +$19.9M +550,890 New
GW
15
GW & Wade
Massachusetts
$18.4M +$9.55M +264,444 +102%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$18.1M -$32.7K -906 -0.2%
EFS
17
Essex Financial Services
Connecticut
$17.4M -$125K -3,468 -0.7%
Mariner
18
Mariner
Kansas
$16.6M +$15.5M +430,080 +1,052%
EH
19
Equitable Holdings
New York
$16.4M -$345K -9,546 -2%
CWM
20
Connecticut Wealth Management
Connecticut
$15.5M -$265K -7,344 -2%
IHWM
21
Iron Horse Wealth Management
Iowa
$15.1M +$9.33M +258,474 +150%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$14.5M +$2.35M +64,980 +19%
JIC
23
Joel Isaacson & Co
New York
$13.7M +$1.43M +39,672 +11%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13.2M -$1.01M -28,080 -7%
MFG
25
Merit Financial Group
Georgia
$11.6M -$562K -15,558 -4%

VOOG Hedge Fund Activity: Q4 2022 in Review

350 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2022, worth a combined $2.26B — up 28% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VOOG positions and 25 closed out — a net gain of 38 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was Ameriprise, adding an estimated $40.9M. The largest seller was Portfolio Strategies, cutting an estimated $10.3M.

  • 350 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2022, up from 319 in Q3 2022.
  • Funds reported $2.26B of Vanguard S&P 500 Growth ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 63 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2022 and 25 closed out, a net change of +38 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2022 was Ameriprise, an estimated $40.9M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2022 was Portfolio Strategies, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.