We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF

349 hedge funds and large institutions have $2.21B invested in Vanguard S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 111 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,598% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $247K

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

0% less funds holding

Funds holding: 350349 (-1)

2% less capital invested

Capital invested by funds: $2.26B → $2.21B (-$47.2M)

7% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 111

1.28% less ownership

Funds ownership: 192.51%191.23% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
44
Increased
103
Reduced
111
Closed
38
Calls
$6.67M
Puts
$247K
Net Calls
+$6.42M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$819M +$45.8M +1,246,554 +6%
Corient Private Wealth
2
Corient Private Wealth
Florida
$128M +$2.36M +64,158 +2%
Morgan Stanley
3
Morgan Stanley
New York
$122M -$2.24M -60,840 -2%
Bank of America
4
Bank of America
North Carolina
$111M -$36.5M -992,982 -26%
LPL Financial
5
LPL Financial
California
$96.4M +$14.6M +397,458 +19%
Ameriprise
6
Ameriprise
Minnesota
$82.1M +$9.01M +245,154 +13%
UBS Group
7
UBS Group
Switzerland
$78.3M -$14.5M -395,712 -16%
Wells Fargo
8
Wells Fargo
California
$33M +$1.17M +31,806 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$31.5M +$3.19M +86,952 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$30.5M +$3.59M +97,626 +14%
Osaic Holdings
11
Osaic Holdings
Arizona
$29.6M -$296K -8,058 -1%
EFL
12
ERn Financial LLC
Wisconsin
$25.7M +$1.38M +37,428 +6%
GW
13
GW & Wade
Massachusetts
$21.2M +$1.01M +27,444 +5%
Mariner
14
Mariner
Kansas
$18.4M +$287K +7,818 +2%
EH
15
Equitable Holdings
New York
$18.1M +$172K +4,674 +1%
IHWM
16
Iron Horse Wealth Management
Iowa
$18.1M +$1.44M +39,204 +9%
JIC
17
Joel Isaacson & Co
New York
$17.7M +$2.63M +71,700 +18%
EFS
18
Essex Financial Services
Connecticut
$17.6M -$1.33M -36,210 -7%
CWM
19
Connecticut Wealth Management
Connecticut
$16.8M -$110K -3,000 -0.7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15.6M +$1.14M +30,996 +8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$14.1M -$5.5M -149,700 -29%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$12.9M +$247K +6,720 +2%
MFG
23
Merit Financial Group
Georgia
$12.5M -$165K -4,494 -1%
PAG
24
Private Advisor Group
New Jersey
$12.3M +$916K +24,936 +8%
SCM
25
Stordahl Capital Management
Colorado
$12.2M +$651K +17,724 +6%

VOOG Hedge Fund Activity: Q1 2023 in Review

349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2023, worth a combined $2.21B — down 2.1% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VOOG positions and 38 closed out — a net gain of 6 holders — while 103 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.8M. The largest seller was Bank of America, cutting an estimated $36.5M.

  • 349 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2023, down from 350 in Q4 2022.
  • Funds reported $2.21B of Vanguard S&P 500 Growth ETF stock for Q1 2023, down 2.1% quarter-over-quarter.
  • 44 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2023 and 38 closed out, a net change of +6 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $45.8M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2023 was Bank of America, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2023.