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Vanguard S&P 500 Growth ETF

504 hedge funds and large institutions have $3.52B invested in Vanguard S&P 500 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 28

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 135

5% more funds holding

Funds holding: 478504 (+26)

3% more capital invested

Capital invested by funds: $3.42B → $3.52B (+$101M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

18.39% less ownership

Funds ownership: 180.73%162.35% (-18%)

32% less call options, than puts

Call options by funds: $9.78M | Put options by funds: $14.5M

Holders
504
Holders Change
+26
Holders Change %
+5.44%
% of All Funds
7.24%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
62
Increased
152
Reduced
135
Closed
28
Calls
$9.78M
Puts
$14.5M
Net Calls
-$4.69M
Net Calls Change
-$8.15M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$850M -$36.2M -652,512 -4%
Morgan Stanley
2
Morgan Stanley
New York
$248M +$6.07M +109,320 +3%
Bank of America
3
Bank of America
North Carolina
$217M +$7.09M +127,704 +3%
UBS Group
4
UBS Group
Switzerland
$187M +$919K +16,554 +0.5%
LPL Financial
5
LPL Financial
California
$170M -$955K -17,214 -0.6%
Ameriprise
6
Ameriprise
Minnesota
$137M -$6.09M -109,830 -4%
Corient Private Wealth
7
Corient Private Wealth
Florida
$92.6M +$993K +17,886 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$88.8M +$7.91M +142,458 +10%
AWM
9
Arista Wealth Management
Nevada
$58.1M +$3.59M +64,638 +7%
Mariner
10
Mariner
Kansas
$53.6M +$38.6K +696 +0.1%
Wells Fargo
11
Wells Fargo
California
$53.3M +$1.18M +21,342 +2%
TPCW
12
TD Private Client Wealth
New York
$46.6M +$4.41M +79,398 +11%
Osaic Holdings
13
Osaic Holdings
Arizona
$46.5M +$4.39M +79,164 +11%
EFL
14
ERn Financial LLC
Wisconsin
$40.9M +$1.13M +20,436 +3%
JIC
15
Joel Isaacson & Co
New York
$39.3M +$1.47M +26,556 +4%
SWM
16
Shakespeare Wealth Management
Wisconsin
$35.8M +$2.32M +41,760 +7%
Two Sigma Investments
17
Two Sigma Investments
New York
$35.2M +$28.6M +514,800 +530%
HighTower Advisors
18
HighTower Advisors
Illinois
$33.4M -$405K -7,290 -1%
EFS
19
Essex Financial Services
Connecticut
$31.5M -$221K -3,984 -0.7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$30.7M -$2.65M -47,820 -8%
IHWM
21
Iron Horse Wealth Management
Iowa
$29.8M +$993K +17,892 +4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$29.3M +$1.87M +33,786 +7%
EH
23
Equitable Holdings
New York
$28.1M -$140K -2,526 -0.5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$26.1M +$1.43M +25,764 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$26.1M -$1.55M -27,882 -6%

VOOG Hedge Fund Activity: Q3 2024 in Review

504 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q3 2024, worth a combined $3.52B — up 3% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VOOG positions and 28 closed out — a net gain of 34 holders — while 152 added to existing stakes and 135 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $28.6M. The largest seller was Liberty Wealth Management, cutting an estimated $146M.

  • 504 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q3 2024, up from 478 in Q2 2024.
  • Funds reported $3.52B of Vanguard S&P 500 Growth ETF stock for Q3 2024, up 3% quarter-over-quarter.
  • 62 funds opened new Vanguard S&P 500 Growth ETF positions in Q3 2024 and 28 closed out, a net change of +34 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q3 2024 was Two Sigma Investments, an estimated $28.6M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q3 2024 was Liberty Wealth Management, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2024.