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Vanguard S&P 500 Growth ETF

365 hedge funds and large institutions have $2.48B invested in Vanguard S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,121% more call options, than puts

Call options by funds: $6.44M | Put options by funds: $200K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $2.21B → $2.48B (+$274M)

5% more funds holding

Funds holding: 349365 (+16)

1.41% more ownership

Funds ownership: 191.23%192.64% (+1.4%)

25% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 114

Holders
365
Holders Change
+16
Holders Change %
+4.58%
% of All Funds
5.73%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
40
Increased
86
Reduced
114
Closed
20
Calls
$6.44M
Puts
$200K
Net Calls
+$6.24M
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$830M -$68.7M -1,726,914 -8%
Bank of America
2
Bank of America
North Carolina
$140M +$16.4M +412,788 +14%
Morgan Stanley
3
Morgan Stanley
New York
$136M +$2.02M +50,760 +2%
UBS Group
4
UBS Group
Switzerland
$133M +$43.7M +1,098,432 +54%
Corient Private Wealth
5
Corient Private Wealth
Florida
$128M -$13.2M -331,302 -8%
LPL Financial
6
LPL Financial
California
$104M -$2.35M -59,214 -2%
Ameriprise
7
Ameriprise
Minnesota
$91.5M +$926K +23,292 +1%
Wells Fargo
8
Wells Fargo
California
$34.6M -$1.72M -43,176 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$32.1M -$1.41M -35,370 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$32.1M -$547K -13,764 -2%
EFL
11
ERn Financial LLC
Wisconsin
$28.1M -$300K -7,536 -1%
HighTower Advisors
12
HighTower Advisors
Illinois
$27.5M +$24.4M +613,230 +1,715%
GW
13
GW & Wade
Massachusetts
$24.4M +$940K +23,646 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22.1M -$11.9M -298,878 -36%
Mariner
15
Mariner
Kansas
$21.5M +$1.19M +29,814 +6%
JIC
16
Joel Isaacson & Co
New York
$20.9M +$1.28M +32,304 +7%
EH
17
Equitable Holdings
New York
$20.3M +$402K +10,110 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$20M +$2.66M +66,834 +16%
EFS
19
Essex Financial Services
Connecticut
$19.4M +$25.3K +636 +0.1%
IHWM
20
Iron Horse Wealth Management
Iowa
$19.3M -$548K -13,794 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$18.3M +$441K +11,082 +3%
CWM
22
Connecticut Wealth Management
Connecticut
$18.3M -$281K -7,068 -2%
GIS
23
Grayhawk Investment Strategies
Alberta, Canada
$17.5M +$10.5M +264,000 +177%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$15.5M +$33.9K +852 +0.2%
PAG
25
Private Advisor Group
New Jersey
$14.5M +$893K +22,452 +7%

VOOG Hedge Fund Activity: Q2 2023 in Review

365 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2023, worth a combined $2.48B — up 12% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VOOG positions and 20 closed out — a net gain of 20 holders — while 86 added to existing stakes and 114 trimmed.

The largest buyer was UBS Group, adding an estimated $43.7M. The largest seller was JP Morgan Chase, cutting an estimated $68.7M.

  • 365 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2023, up from 349 in Q1 2023.
  • Funds reported $2.48B of Vanguard S&P 500 Growth ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 40 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2023 and 20 closed out, a net change of +20 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2023 was UBS Group, an estimated $43.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2023 was JP Morgan Chase, an estimated $68.7M sold.

Based on aggregated 13F filings for Q2 2023.