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Vanguard S&P 500 Growth ETF

405 hedge funds and large institutions have $2.96B invested in Vanguard S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 122 increasing their positions, 130 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,808% more call options, than puts

Call options by funds: $4.66M | Put options by funds: $244K

200% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $2.44B → $2.96B (+$518M)

11.47% more ownership

Funds ownership: 191.33%202.8% (+11%)

10% more funds holding

Funds holding: 368405 (+37)

6% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 130

Holders
405
Holders Change
+37
Holders Change %
+10.05%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
63
Increased
122
Reduced
130
Closed
21
Calls
$4.66M
Puts
$244K
Net Calls
+$4.41M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$834M -$1.77M -41,304 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$335M +$166M +3,885,060 +110%
Bank of America
3
Bank of America
North Carolina
$170M +$23.3M +544,656 +17%
UBS Group
4
UBS Group
Switzerland
$144M +$1.2M +27,942 +0.9%
LPL Financial
5
LPL Financial
California
$137M +$17.5M +407,904 +16%
Ameriprise
6
Ameriprise
Minnesota
$111M -$3.46M -80,940 -3%
Corient Private Wealth
7
Corient Private Wealth
Florida
$69.5M -$98.2M -2,295,492 -60%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$55.9M +$24.3M +568,428 +85%
Mariner
9
Mariner
Kansas
$42.3M +$18M +421,518 +82%
Wells Fargo
10
Wells Fargo
California
$35.3M -$117K -2,742 -0.3%
Osaic Holdings
11
Osaic Holdings
Arizona
$34.7M -$5.51M -128,868 -14%
EFL
12
ERn Financial LLC
Wisconsin
$30.1M +$382K +8,916 +1%
GW
13
GW & Wade
Massachusetts
$28.8M +$499K +11,670 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$27.3M -$706K -16,494 -3%
JIC
15
Joel Isaacson & Co
New York
$26.2M +$1.6M +37,362 +7%
TPCW
16
TD Private Client Wealth
New York
$25.7M +$22.8M +533,166 +1,463%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$25.6M +$1.19M +27,798 +5%
SWM
18
Shakespeare Wealth Management
Wisconsin
$24.2M +$633K +14,802 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$23.5M +$1.37M +31,962 +7%
Goldman Sachs
20
Goldman Sachs
New York
$22.8M +$11.9M +277,500 +122%
IHWM
21
Iron Horse Wealth Management
Iowa
$22.1M +$657K +15,342 +3%
EH
22
Equitable Holdings
New York
$21.8M +$364K +8,496 +2%
EFS
23
Essex Financial Services
Connecticut
$21M +$494K +11,532 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$20.7M +$219K +5,124 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$19.3M -$120K -2,808 -0.7%

VOOG Hedge Fund Activity: Q4 2023 in Review

405 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2023, worth a combined $2.96B — up 21% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VOOG positions and 21 closed out — a net gain of 42 holders — while 122 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Corient Private Wealth, cutting an estimated $98.2M.

  • 405 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2023, up from 368 in Q3 2023.
  • Funds reported $2.96B of Vanguard S&P 500 Growth ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 63 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2023 and 21 closed out, a net change of +42 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $166M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2023 was Corient Private Wealth, an estimated $98.2M sold.

Based on aggregated 13F filings for Q4 2023.