Vanguard S&P 500 Growth ETF
VOOG
368 hedge funds and large institutions have $2.44B invested in Vanguard S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 104 reducing their positions, and 28 closing their positions.
4,580% more call options, than puts
Call options by funds: $8.1M | Put options by funds: $173K
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
13% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 104
1% more funds holding
Funds holding: 365 → 368 (+3)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2% less capital invested
Capital invested by funds: $2.48B → $2.44B (-$42.8M)
1.32% less ownership
Funds ownership: 192.64% → 191.33% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
+$20.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$16M |
| 3 |
Morgan Stanley
New York
|
+$14M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.53M |
| 5 |
Two Sigma Investments
New York
|
+$6.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$45.7M |
| 2 |
GS
GTS Securities
New York
|
-$8.02M |
| 3 |
CWC
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
-$4.59M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.7M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$3.35M |
VOOG Hedge Fund Activity: Q3 2023 in Review
368 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q3 2023, worth a combined $2.44B — down 1.7% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VOOG positions and 28 closed out — a net gain of 7 holders — while 118 added to existing stakes and 104 trimmed.
The largest buyer was Shakespeare Wealth Management, adding an estimated $20.8M. The largest seller was JP Morgan Chase, cutting an estimated $45.7M.
- 368 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q3 2023, up from 365 in Q2 2023.
- Funds reported $2.44B of Vanguard S&P 500 Growth ETF stock for Q3 2023, down 1.7% quarter-over-quarter.
- 35 funds opened new Vanguard S&P 500 Growth ETF positions in Q3 2023 and 28 closed out, a net change of +7 holders.
- The largest Vanguard S&P 500 Growth ETF buyer in Q3 2023 was Shakespeare Wealth Management, an estimated $20.8M added.
- The largest Vanguard S&P 500 Growth ETF seller in Q3 2023 was JP Morgan Chase, an estimated $45.7M sold.
Based on aggregated 13F filings for Q3 2023.