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Vanguard S&P 500 Growth ETF

478 hedge funds and large institutions have $3.42B invested in Vanguard S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 146 increasing their positions, 117 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 27

115% more call options, than puts

Call options by funds: $6.49M | Put options by funds: $3.02M

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

25% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 117

10% more capital invested

Capital invested by funds: $3.1B → $3.42B (+$322M)

9% more funds holding

Funds holding: 438478 (+40)

0.93% less ownership

Funds ownership: 181.67%180.73% (-0.93%)

Holders
478
Holders Change
+40
Holders Change %
+9.13%
% of All Funds
6.9%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
72
Increased
146
Reduced
117
Closed
27
Calls
$6.49M
Puts
$3.02M
Net Calls
+$3.47M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$858M -$92.5M -1,784,556 -10%
Morgan Stanley
2
Morgan Stanley
New York
$233M +$16M +308,142 +8%
Bank of America
3
Bank of America
North Carolina
$203M +$3.48M +67,086 +2%
UBS Group
4
UBS Group
Switzerland
$180M +$1.18M +22,794 +0.7%
LPL Financial
5
LPL Financial
California
$165M -$2.07M -40,008 -1%
Ameriprise
6
Ameriprise
Minnesota
$139M +$3.13M +60,414 +2%
Corient Private Wealth
7
Corient Private Wealth
Florida
$88.5M +$3.23M +62,382 +4%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$78.8M +$37.7M +727,728 +110%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$77.9M +$4.59M +88,524 +7%
AWM
10
Arista Wealth Management
Nevada
$52.5M +$35.3M +680,034 +256%
Mariner
11
Mariner
Kansas
$51.7M +$758K +14,628 +2%
Wells Fargo
12
Wells Fargo
California
$50.3M +$3.96M +76,434 +9%
TPCW
13
TD Private Client Wealth
New York
$40.6M +$4.04M +77,832 +12%
Osaic Holdings
14
Osaic Holdings
Arizona
$40.5M +$1.16M +22,464 +3%
EFL
15
ERn Financial LLC
Wisconsin
$38.4M +$1.8M +34,758 +5%
JIC
16
Joel Isaacson & Co
New York
$36.5M +$2.01M +38,802 +6%
HighTower Advisors
17
HighTower Advisors
Illinois
$32.7M -$470K -9,066 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$32.3M -$299K -5,760 -1%
SWM
19
Shakespeare Wealth Management
Wisconsin
$32.3M +$2.8M +54,024 +10%
EFS
20
Essex Financial Services
Connecticut
$28.3M +$3.31M +63,834 +13%
IHWM
21
Iron Horse Wealth Management
Iowa
$27.8M +$380K +7,338 +1%
EH
22
Equitable Holdings
New York
$27.3M +$168K +3,246 +0.7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$26.8M +$204K +3,930 +0.8%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$26.4M +$1.14M +21,948 +5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$24.3M -$240K -4,632 -1%

VOOG Hedge Fund Activity: Q2 2024 in Review

478 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2024, worth a combined $3.42B — up 10% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new VOOG positions and 27 closed out — a net gain of 45 holders — while 146 added to existing stakes and 117 trimmed.

The largest buyer was Liberty Wealth Management, adding an estimated $136M. The largest seller was JP Morgan Chase, cutting an estimated $92.5M.

  • 478 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2024, up from 438 in Q1 2024.
  • Funds reported $3.42B of Vanguard S&P 500 Growth ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 72 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2024 and 27 closed out, a net change of +45 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2024 was Liberty Wealth Management, an estimated $136M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2024 was JP Morgan Chase, an estimated $92.5M sold.

Based on aggregated 13F filings for Q2 2024.