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Vanguard S&P 500 Growth ETF
VOOG

115 hedge funds and large institutions have $666M invested in Vanguard S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

79% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 24

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

24% more funds holding

Funds holding: 93 → 115 (+22)

16% more capital invested

Capital invested by funds: $573M → $666M (+$93.2M)

10.67% more ownership

Funds ownership: 203.04% → 213.71% (+11%)

Holders
115
Holders Change
+22
Holders Change %
+23.66%
% of All Funds
2.61%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
28
Increased
43
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$13.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.93M
3
Jane Street
Jane Street
New York
+$3.32M
4
CCP
Corient Capital Partners
California
+$2.16M
5
LPL Financial
LPL Financial
California
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
-$2.19M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.85M
3
PAG
Private Advisor Group
New Jersey
-$1.51M
4
UBS Group
UBS Group
Switzerland
-$1.05M
5
RJA
Raymond James & Associates
Florida
-$927K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$3.38M +$1.53M +68,322 +86%
PAG
27
Private Advisor Group
New Jersey
$2.45M -$1.51M -67,512 -39%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.44M +$182K +8,148 +8%
FAAS
29
First Allied Advisory Services
California
$2.33M +$295K +13,200 +15%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.79M +$104K +4,650 +6%
HFS
31
HL Financial Services
Kentucky
$1.66M -$444K -19,866 -21%
KWM
32
Kingsview Wealth Management
Oregon
$1.65M +$18.6K +834 +1%
RJA
33
Raymond James & Associates
Florida
$1.62M -$927K -41,502 -37%
OC
34
Oppenheimer & Co
New York
$1.54M +$45.6K +2,040 +3%
CA
35
Cornerstone Advisory
Maryland
$1.53M -$300K -13,440 -17%
HNB
36
Huntington National Bank
Ohio
$1.52M – – –
EFS
37
Essex Financial Services
Connecticut
$1.52M +$384K +17,184 +35%
B
38
Bridgeworth
Alabama
$1.52M +$983K +43,986 +193%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.49M +$678K +30,324 +87%
KeyBank National Association
40
KeyBank National Association
Ohio
$1.49M +$240K +10,758 +20%
ASN
41
Advisory Services Network
Georgia
$1.33M +$107K +4,800 +9%
FAIM
42
Financial Advocates Investment Management
Washington
$1.14M +$1.11M +49,740 New
Creative Planning
43
Creative Planning
Kansas
$1.12M +$18.2K +816 +2%
RRC
44
Relaxing Retirement Coach
Massachusetts
$1.11M +$1.09M +48,600 New
LFAS
45
Level Four Advisory Services
Texas
$1.09M +$9.79K +438 +0.9%
AF
46
Advisornet Financial
Minnesota
$1.07M +$1.04M +46,752 New
TH
47
Timber Hill
Connecticut
$1.05M -$80.8K -3,618 -7%
US Bancorp
48
US Bancorp
Minnesota
$902K -$241K -10,794 -21%
KA
49
Kovack Advisors
Florida
$767K +$751K +33,600 New
BW
50
Bison Wealth
Georgia
$760K +$16.1K +720 +2%
1
2
3 4 5

VOOG Hedge Fund Activity: Q4 2017 in Review

115 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2017, worth a combined $666M — up 16% from $573M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VOOG positions and 5 closed out — a net gain of 23 holders — while 43 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Cetera Advisors, exiting entirely with an estimated $2.19M sold.

  • 115 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2017, up from 93 in Q3 2017.
  • Funds reported $666M of Vanguard S&P 500 Growth ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 28 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2017 and 5 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2017 was Bank of America, an estimated $13.6M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2017 was Cetera Advisors, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2017.