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Vanguard S&P 500 Growth ETF
VOOG

93 hedge funds and large institutions have $573M invested in Vanguard S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

3% more funds holding

Funds holding: 90 → 93 (+3)

1% less capital invested

Capital invested by funds: $576M → $573M (-$3.83M)

15.2% less ownership

Funds ownership: 218.25% → 203.04% (-15%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
9
Increased
35
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$8.86M
2
Bank of America
Bank of America
North Carolina
+$5.04M
3
Morgan Stanley
Morgan Stanley
New York
+$3.99M
4
CCP
Corient Capital Partners
California
+$1.98M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.86M

Top Sellers

1
LPL Financial
LPL Financial
California
-$20.5M
2
Wells Fargo
Wells Fargo
California
-$11.8M
3
NPC
National Planning Corporation
California
-$9.62M
4
EFS
Essex Financial Services
Connecticut
-$6.24M
5
CWM
Connecticut Wealth Management
Connecticut
-$4.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
26
First Allied Advisory Services
California
$1.92M +$580K +27,522 +45%
CA
27
Cornerstone Advisory
Maryland
$1.73M -$126K -6,000 -7%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.71M -$2.4M -113,802 -59%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.59M +$214K +10,140 +16%
KWM
30
Kingsview Wealth Management
Oregon
$1.53M +$593K +28,140 +65%
HNB
31
Huntington National Bank
Ohio
$1.43M – – –
OC
32
Oppenheimer & Co
New York
$1.4M +$276K +13,080 +25%
KeyBank National Association
33
KeyBank National Association
Ohio
$1.17M +$281K +13,344 +33%
ASN
34
Advisory Services Network
Georgia
$1.14M +$55.8K +2,646 +5%
US Bancorp
35
US Bancorp
Minnesota
$1.08M – – –
TH
36
Timber Hill
Connecticut
$1.07M -$515K -24,432 -33%
EFS
37
Essex Financial Services
Connecticut
$1.06M -$6.24M -295,956 -86%
Creative Planning
38
Creative Planning
Kansas
$1.04M -$32.7K -1,554 -3%
LFAS
39
Level Four Advisory Services
Texas
$1.02M +$19.2K +912 +2%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$750K -$6.07K -288 -0.8%
BW
41
Bison Wealth
Georgia
$699K -$3.79K -180 -0.5%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$662K +$9.1K +432 +1%
PA
43
Pinnacle Associates
New York
$650K – – –
PWMAG
44
Pinnacle Wealth Management Advisory Group
New Jersey
$650K – – –
EVM
45
Eaton Vance Management
Massachusetts
$528K +$75.9K +3,600 +17%
Northern Trust
46
Northern Trust
Illinois
$517K – – –
GLA
47
Great Lakes Advisors
Illinois
$516K – – –
B
48
Bridgeworth
Alabama
$488K -$173K -8,220 -27%
BSW
49
Buckingham Strategic Wealth
Missouri
$463K -$25.3K -1,200 -5%
APP
50
Avantax Planning Partners
Iowa
$397K +$390K +18,510 New
1
2
3 4

VOOG Hedge Fund Activity: Q3 2017 in Review

93 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q3 2017, worth a combined $573M — down 0.67% from $576M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VOOG positions and 5 closed out — a net gain of 4 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $8.86M. The largest seller was LPL Financial, cutting an estimated $20.5M.

  • 93 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q3 2017, up from 90 in Q2 2017.
  • Funds reported $573M of Vanguard S&P 500 Growth ETF stock for Q3 2017, down 0.67% quarter-over-quarter.
  • 9 funds opened new Vanguard S&P 500 Growth ETF positions in Q3 2017 and 5 closed out, a net change of +4 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q3 2017 was Ameriprise, an estimated $8.86M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q3 2017 was LPL Financial, an estimated $20.5M sold.

Based on aggregated 13F filings for Q3 2017.