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Vanguard S&P 500 Growth ETF
VOOG

88 hedge funds and large institutions have $549M invested in Vanguard S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

179% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 14

32% more capital invested

Capital invested by funds: $417M → $549M (+$132M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

22% more funds holding

Funds holding: 72 → 88 (+16)

21.46% more ownership

Funds ownership: 209.21% → 230.67% (+21%)

Holders
88
Holders Change
+16
Holders Change %
+22.22%
% of All Funds
2.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
19
Increased
39
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$25.1M
2
TF
Tompkins Financial
New York
+$12.9M
3
Bank of America
Bank of America
North Carolina
+$10.5M
4
Morgan Stanley
Morgan Stanley
New York
+$8M
5
MML Investors Services
MML Investors Services
Massachusetts
+$6.24M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.22M
2
CWM
Connecticut Wealth Management
Connecticut
-$984K
3
EFS
Essex Financial Services
Connecticut
-$626K
4
GRP
Global Retirement Partners
California
-$454K
5
SG Americas Securities
SG Americas Securities
New York
-$232K
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
26
Gateway Advisory
New Jersey
$2.14M +$2.1M +109,242 New
RJA
27
Raymond James & Associates
Florida
$2.09M +$100K +5,220 +5%
CA
28
Cetera Advisors
Colorado
$2.01M +$1.96M +102,120 New
CA
29
Cornerstone Advisory
Maryland
$1.86M +$1.81M +94,380 New
TH
30
Timber Hill
Connecticut
$1.8M +$1.75M +91,476 New
IWMPD
31
Integrated Wealth Management (Palm Desert)
California
$1.56M +$4.26K +222 +0.3%
HFS
32
HL Financial Services
Kentucky
$1.5M +$495K +25,824 +51%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.27M +$224K +11,676 +22%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.22M +$36.1K +1,884 +3%
OC
35
Oppenheimer & Co
New York
$1.03M +$643K +33,540 +177%
US Bancorp
36
US Bancorp
Minnesota
$949K +$3.22K +168 +0.3%
LFAS
37
Level Four Advisory Services
Texas
$913K +$106K +5,514 +13%
HNB
38
Huntington National Bank
Ohio
$844K – – –
KWM
39
Kingsview Wealth Management
Oregon
$788K +$767K +40,002 New
ASN
40
Advisory Services Network
Georgia
$776K +$756K +39,402 New
Baird Financial Group
41
Baird Financial Group
Wisconsin
$751K +$732K +38,136 New
WPP
42
Whalerock Point Partners
Rhode Island
$650K +$15.2K +792 +2%
Creative Planning
43
Creative Planning
Kansas
$642K +$232K +12,096 +59%
BW
44
Bison Wealth
Georgia
$608K +$345K +17,970 +139%
PA
45
Pinnacle Associates
New York
$597K – – –
PWMAG
46
Pinnacle Wealth Management Advisory Group
New Jersey
$597K – – –
RJFSA
47
Raymond James Financial Services Advisors
Florida
$534K +$7.02K +366 +1%
FAAS
48
First Allied Advisory Services
California
$533K +$519K +27,054 New
ONB
49
Old National Bancorp
Indiana
$531K +$73.5K +3,834 +17%
BSW
50
Buckingham Strategic Wealth
Missouri
$514K +$501K +26,100 New
1
2
3 4

VOOG Hedge Fund Activity: Q1 2017 in Review

88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2017, worth a combined $549M — up 32% from $417M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VOOG positions and 1 closed out — a net gain of 18 holders — while 39 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.22M.

  • 88 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2017, up from 72 in Q4 2016.
  • Funds reported $549M of Vanguard S&P 500 Growth ETF stock for Q1 2017, up 32% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2017 and 1 closed out, a net change of +18 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2017 was LPL Financial, an estimated $25.1M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2017 was Manulife (Manufacturers Life Insurance), an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2017.