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Vanguard S&P 500 Growth ETF
VOOG

37 hedge funds and large institutions have $115M invested in Vanguard S&P 500 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

467% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 3

45% more capital invested

Capital invested by funds: $79.5M → $115M (+$35.9M)

42% more funds holding

Funds holding: 26 → 37 (+11)

15.12% more ownership

Funds ownership: 141.23% → 156.35% (+15%)

Holders
37
Holders Change
+11
Holders Change %
+42.31%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
17
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.75M
2
Morgan Stanley
Morgan Stanley
New York
+$5.23M
3
NFG
Noven Financial Group
Colorado
+$4.72M
4
Jane Street
Jane Street
New York
+$3.4M
5
CS
Credit Suisse
Switzerland
+$2.52M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$450K
2
GLA
Great Lakes Advisors
Illinois
-$188K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$80K
4
OC
Oppenheimer & Co
New York
-$53.8K
5
NES
New England Securities
New York
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
Stephens Inc
Arkansas
$251K +$20K +1,224 +9%
EFS
27
Essex Financial Services
Connecticut
$250K +$245K +15,000 New
AIG
28
American International Group
New York
$107K +$61.2K +3,750 +139%
RIA
29
Regal Investment Advisors
Michigan
$88K +$47.4K +2,904 +123%
Creative Planning
30
Creative Planning
Kansas
$70K +$19.6K +1,200 +40%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$62K +$34K +2,082 +131%
NPC
32
National Planning Corporation
California
$41.5K +$41.1K +2,520 New
MFS
33
MSI Financial Services
Massachusetts
$30K +$29.4K +1,800 New
GT
34
Glenmede Trust
Pennsylvania
$28K – – –
US Bancorp
35
US Bancorp
Minnesota
$23K +$22.9K +1,404 New
NFG
36
Next Financial Group
Texas
$2K – – –
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26 +$25.4K +1,554 New
Goldman Sachs
38
Goldman Sachs
New York
– -$450K -28,188 Closed
NES
39
New England Securities
New York
– -$2K -150 Closed
Parallax Volatility Advisers
40
Parallax Volatility Advisers
California
– +$98 +6 New
1
2

VOOG Hedge Fund Activity: Q4 2014 in Review

37 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2014, worth a combined $115M — up 45% from $79.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VOOG positions and 2 closed out — a net gain of 12 holders — while 17 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $6.75M. The largest seller was Goldman Sachs, exiting entirely with an estimated $450K sold.

  • 37 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2014, up from 26 in Q3 2014.
  • Funds reported $115M of Vanguard S&P 500 Growth ETF stock for Q4 2014, up 45% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2014 and 2 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2014 was Bank of America, an estimated $6.75M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2014 was Goldman Sachs, an estimated $450K sold.

Based on aggregated 13F filings for Q4 2014.