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Vanguard S&P 500 Growth ETF

72 hedge funds and large institutions have $417M invested in Vanguard S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more capital invested

Capital invested by funds: $349M → $417M (+$67.4M)

12.01% more ownership

Funds ownership: 197.2%209.21% (+12%)

11% more funds holding

Funds holding: 6572 (+7)

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
14
Increased
32
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.09M +$101K +5,616 +10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$963K -$469K -25,986 -33%
HFS
28
HL Financial Services
Kentucky
$916K +$312K +17,280 +52%
US Bancorp
29
US Bancorp
Minnesota
$875K
HNB
30
Huntington National Bank
Ohio
$780K
LFAS
31
Level Four Advisory Services
Texas
$747K +$741K +41,010 New
WPP
32
Whalerock Point Partners
Rhode Island
$587K +$35.2K +1,950 +6%
PA
33
Pinnacle Associates
New York
$552K +$309K +17,100 +130%
PWMAG
34
Pinnacle Wealth Management Advisory Group
New Jersey
$552K +$309K +17,100 +130%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$487K -$97.9K -5,418 -17%
GLA
36
Great Lakes Advisors
Illinois
$460K -$16.3K -900 -3%
GRP
37
Global Retirement Partners
California
$447K +$443K +24,546 New
Northern Trust
38
Northern Trust
Illinois
$439K
ONB
39
Old National Bancorp
Indiana
$421K +$418K +23,130 New
EVM
40
Eaton Vance Management
Massachusetts
$382K
Creative Planning
41
Creative Planning
Kansas
$373K +$113K +6,240 +44%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$353K +$63.7K +3,528 +22%
OC
43
Oppenheimer & Co
New York
$346K
CAN
44
Cetera Advisor Networks
California
$302K -$50.5K -2,796 -14%
CWM
45
Cornerstone Wealth Management
Missouri
$289K
SI
46
Stephens Inc
Arkansas
$288K
B
47
BancorpSouth
Mississippi
$258K
BW
48
Bison Wealth
Georgia
$235K +$233K +12,900 New
SG Americas Securities
49
SG Americas Securities
New York
$232K -$1.19M -66,078 -84%
ICOA
50
Investment Centers of America
North Dakota
$228K +$226K +12,534 New

VOOG Hedge Fund Activity: Q4 2016 in Review

72 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2016, worth a combined $417M — up 19% from $349M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VOOG positions and 6 closed out — a net gain of 8 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.7M. The largest seller was Noven Financial Group, exiting entirely with an estimated $5.83M sold.

  • 72 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2016, up from 65 in Q3 2016.
  • Funds reported $417M of Vanguard S&P 500 Growth ETF stock for Q4 2016, up 19% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2016 and 6 closed out, a net change of +8 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2016 was LPL Financial, an estimated $18.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2016 was Noven Financial Group, an estimated $5.83M sold.

Based on aggregated 13F filings for Q4 2016.