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Vanguard S&P 500 Growth ETF

438 hedge funds and large institutions have $3.1B invested in Vanguard S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 137 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $2.46M

133% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 30

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 116

8% more funds holding

Funds holding: 405438 (+33)

5% more capital invested

Capital invested by funds: $2.96B → $3.1B (+$142M)

21.13% less ownership

Funds ownership: 202.8%181.67% (-21%)

Holders
438
Holders Change
+33
Holders Change %
+8.15%
% of All Funds
6.31%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
70
Increased
137
Reduced
116
Closed
30
Calls
$11.2M
Puts
$2.46M
Net Calls
+$8.78M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$874M -$61.6M -1,274,808 -7%
Morgan Stanley
2
Morgan Stanley
New York
$197M -$171M -3,541,188 -48%
Bank of America
3
Bank of America
North Carolina
$182M -$9.3M -192,522 -5%
UBS Group
4
UBS Group
Switzerland
$163M +$1.44M +29,790 +0.9%
LPL Financial
5
LPL Financial
California
$153M -$1.01M -20,898 -0.7%
Ameriprise
6
Ameriprise
Minnesota
$124M -$795K -16,458 -0.7%
Corient Private Wealth
7
Corient Private Wealth
Florida
$77.7M -$455K -9,432 -0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$66.7M +$3.54M +73,296 +6%
Mariner
9
Mariner
Kansas
$46.5M -$982K -20,328 -2%
Wells Fargo
10
Wells Fargo
California
$42.1M +$2.32M +48,048 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$35.8M -$3.07M -63,570 -8%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$33.7M +$31.7M +655,404 +8,954%
EFL
13
ERn Financial LLC
Wisconsin
$33.3M -$10.1K -210 -0%
TPCW
14
TD Private Client Wealth
New York
$33.1M +$3.97M +82,230 +14%
JIC
15
Joel Isaacson & Co
New York
$31.4M +$1.8M +37,242 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$30.3M -$410K -8,484 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$29.9M +$985K +20,388 +4%
SWM
18
Shakespeare Wealth Management
Wisconsin
$26.7M -$520K -10,758 -2%
IHWM
19
Iron Horse Wealth Management
Iowa
$25M +$165K +3,408 +0.7%
EH
20
Equitable Holdings
New York
$24.8M +$288K +5,958 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24.2M -$2.04M -42,312 -8%
EFS
22
Essex Financial Services
Connecticut
$24.1M +$486K +10,068 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$24M +$10.9M +226,050 +91%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$23M -$213K -4,416 -1%
Goldman Sachs
25
Goldman Sachs
New York
$22.9M -$2.61M -54,078 -11%

VOOG Hedge Fund Activity: Q1 2024 in Review

438 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2024, worth a combined $3.1B — up 4.8% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VOOG positions and 30 closed out — a net gain of 40 holders — while 137 added to existing stakes and 116 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $31.7M. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 438 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2024, up from 405 in Q4 2023.
  • Funds reported $3.1B of Vanguard S&P 500 Growth ETF stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 70 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2024 and 30 closed out, a net change of +40 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $31.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2024.