We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF

576 hedge funds and large institutions have $4.37B invested in Vanguard S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 191 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 26

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

41% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 135

36% more call options, than puts

Call options by funds: $6.64M | Put options by funds: $4.88M

24% more capital invested

Capital invested by funds: $3.52B → $4.37B (+$844M)

14% more funds holding

Funds holding: 504576 (+72)

6.32% less ownership

Funds ownership: 162.35%156.02% (-6.3%)

Holders
576
Holders Change
+72
Holders Change %
+14.29%
% of All Funds
7.59%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.29%
New
106
Increased
191
Reduced
135
Closed
26
Calls
$6.64M
Puts
$4.88M
Net Calls
+$1.76M
Net Calls Change
+$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$890M -$11.1M -184,518 -1%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$470M +$360 +6 +0.1%
Bank of America
3
Bank of America
North Carolina
$272M +$40.7M +678,804 +18%
Morgan Stanley
4
Morgan Stanley
New York
$258M -$4.57M -76,116 -2%
UBS Group
5
UBS Group
Switzerland
$201M +$2.42M +40,356 +1%
LPL Financial
6
LPL Financial
California
$187M +$6.95M +115,902 +4%
Ameriprise
7
Ameriprise
Minnesota
$127M -$18.7M -312,312 -13%
Corient Private Wealth
8
Corient Private Wealth
Florida
$96.4M -$1.82M -30,408 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$94.1M -$113K -1,878 -0.1%
AWM
10
Arista Wealth Management
Nevada
$61.8M +$225K +3,744 +0.4%
Wells Fargo
11
Wells Fargo
California
$58.5M +$1.87M +31,224 +3%
TPCW
12
TD Private Client Wealth
New York
$57.2M +$7.71M +128,514 +16%
Mariner
13
Mariner
Kansas
$56.2M -$615K -10,260 -1%
Osaic Holdings
14
Osaic Holdings
Arizona
$52M +$2.67M +44,436 +6%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$45M +$42.5M +709,062 +2,486%
EFL
16
ERn Financial LLC
Wisconsin
$43.4M +$86.4K +1,440 +0.2%
JIC
17
Joel Isaacson & Co
New York
$43.2M +$1.52M +25,332 +4%
Raymond James Financial
18
Raymond James Financial
Florida
$37.9M +$37.3M +621,738 New
SWM
19
Shakespeare Wealth Management
Wisconsin
$37.3M -$617K -10,290 -2%
HighTower Advisors
20
HighTower Advisors
Illinois
$35.8M +$340K +5,676 +1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$35.5M +$2.89M +48,222 +9%
EFS
22
Essex Financial Services
Connecticut
$33.2M +$533K +8,892 +2%
IHWM
23
Iron Horse Wealth Management
Iowa
$32.3M +$701K +11,682 +2%
PIA
24
Petredis Investment Advisors
Pennsylvania
$30.7M +$5.24M +87,432 +21%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$29.4M +$1.71M +28,512 +6%

VOOG Hedge Fund Activity: Q4 2024 in Review

576 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2024, worth a combined $4.37B — up 24% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VOOG positions and 26 closed out — a net gain of 80 holders — while 191 added to existing stakes and 135 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $42.5M. The largest seller was Connecticut Wealth Management, exiting entirely with an estimated $23.2M sold.

  • 576 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2024, up from 504 in Q3 2024.
  • Funds reported $4.37B of Vanguard S&P 500 Growth ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 106 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2024 and 26 closed out, a net change of +80 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $42.5M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2024 was Connecticut Wealth Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2024.