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Vanguard S&P 500 Growth ETF

146 hedge funds and large institutions have $770M invested in Vanguard S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $666M → $770M (+$104M)

10% more funds holding

Funds holding: 133146 (+13)

2.85% more ownership

Funds ownership: 209.85%212.69% (+2.8%)

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
22
Increased
58
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$4.42M -$16.5K -642 -0.4%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$4.38M +$226K +8,808 +6%
AIA
28
Armor Investment Advisors
North Carolina
$4.27M -$401K -15,600 -9%
KeyBank National Association
29
KeyBank National Association
Ohio
$4.16M +$776K +30,162 +24%
PPA
30
Parametric Portfolio Associates
Washington
$3.95M -$367K -14,262 -9%
RJA
31
Raymond James & Associates
Florida
$3.91M +$912K +35,484 +32%
EFS
32
Essex Financial Services
Connecticut
$3.89M +$538K +20,940 +17%
UCFA
33
United Capital Financial Advisors
Texas
$3.43M -$4.76M -185,208 -59%
CA
34
Cetera Advisors
Colorado
$3.28M +$555K +21,600 +21%
OC
35
Oppenheimer & Co
New York
$3M +$54.8K +2,130 +2%
CWM
36
Cornerstone Wealth Management
Missouri
$2.98M -$20.2M -784,362 -25%
AG
37
Advisor Group
Arizona
$2.9M -$282K -10,968 -9%
FAAS
38
First Allied Advisory Services
California
$2.79M -$423K -16,446 -14%
Stifel Financial
39
Stifel Financial
Missouri
$2.77M +$363K +14,136 +16%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.76M +$83.6K +3,252 +3%
ASN
41
Advisory Services Network
Georgia
$2.56M +$180K +7,014 +8%
CA
42
Cornerstone Advisory
Maryland
$1.92M +$63.1K +2,454 +3%
HNB
43
Huntington National Bank
Ohio
$1.77M
KWM
44
Kingsview Wealth Management
Oregon
$1.73M +$70.8K +2,754 +4%
NWS
45
Newport Wealth Strategies
California
$1.5M -$20.4K -792 -1%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.44M +$237K +9,222 +20%
FAIM
47
Financial Advocates Investment Management
Washington
$1.39M +$6.17K +240 +0.5%
AF
48
Advisornet Financial
Minnesota
$1.29M -$77.9K -3,030 -6%
Creative Planning
49
Creative Planning
Kansas
$1.29M -$75K -2,916 -6%
FA
50
FCG Advisors
New Jersey
$1.19M +$595K +23,148 +107%

VOOG Hedge Fund Activity: Q3 2018 in Review

146 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q3 2018, worth a combined $770M — up 16% from $666M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VOOG positions and 9 closed out — a net gain of 13 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was Jane Street, adding an estimated $30.6M. The largest seller was Cornerstone Wealth Management, cutting an estimated $20.2M.

  • 146 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q3 2018, up from 133 in Q2 2018.
  • Funds reported $770M of Vanguard S&P 500 Growth ETF stock for Q3 2018, up 16% quarter-over-quarter.
  • 22 funds opened new Vanguard S&P 500 Growth ETF positions in Q3 2018 and 9 closed out, a net change of +13 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q3 2018 was Jane Street, an estimated $30.6M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q3 2018.